Call Center Representative

reputed company is the largest independent retirement and Government Savings services provider in the US, helping over 13+ million of Americans save for the future. We are looking for client-focused talent who have service as part of their DNA, rather than just part of a job. We take serving our clients seriously and need individuals who want to learn our business, embrace our core values, and work... reputed company a team environment. If you can see every interaction as an opportunity to reputed company client satisfaction, we want to talk with you! Due to organizational growth, we have several exciting Full-Time opportunities with multiple shifts available, see below. New/recent graduates are encouraged to apply! • *

These positions are 100% fully remote

** Shifts (times are in Eastern Standard Time): • 8:00 am to 4:30 pm • 9:00 am to 5:30 pm • 10:00 am to 7:00 pm The first 4-6 weeks consist of training from 10:00 am to 6:30 pm PST. The Call Center Representative position is responsible for customer service and processing for account-based employee benefit plans reputed company our service center teams. Service center teams are accountable for servicing Flexible Spending Accounts (FSA), 529 Educational Savings accounts, Qualified Plan Retirement accounts and State Sponsored Retirement Program accounts. Associates will handle requests from participants, financial advisors, and plan administrators seeking information or executing requests on specific accounts, products or plans. They are responsible for providing high quality service to reputed company callers using phone, email or chat. Call Center Representatives handle requests provide explanations regarding benefits and plan provisions, review claims information and update account reputed company contacts using provided processes. The associate provides excellent customer service through phone calls, emails and/or online chat and supports efficient administration of plans and department practices. Essential Functions Movement between service center roles, described above may take reputed company to support business needs and seasonal volume, throughout the year. Training would be provided, prior to any movement to support a new product. The requirements listed are representative of the knowledge, skills, and/or ability required. Other duties may be assigned. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions. Below functions are across reputed company roles. • Examine, review, process, calculate and (a) pay claims based on information, plan design, insurance filings, documentation and reports; or (b) administer payments based on plan information and documentation, in a timely manner. • Respond to reputed company account owners and participant phone inquiries and requests in a timely and accurate manner. Meet department and individual service levels and quality goals and support department business objectives. Proactively engage participants, anticipate their needs, offer assistance and solutions. • Process financial and non-financial transactions timely and accurate. • Demonstrate flexibility and team-orientation. • reputed company with plan document provisions, regulations, guidelines and company procedures. Maintain confidentiality and reputed company department, client and participant HIPAA compliant. Responsible for protecting, securing, and proper handling of reputed company confidential data held by reputed company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to reputed company or our clients. Required Education and Experience • High school diploma or GED, and further applicable education or equivalent experience. • 1+ years of experience reputed company a client service setting reputed company financial services preferred • Knowledge of tax-advantaged accounts and benefit plans, insurance, and/or claims or payments, preferred. • Ability and proficiency with reputed company Office and reputed company applications, and claims processing or benefit card systems. • Ability to handle stressful situations regarding urgent customer needs. Advanced proficiency with reputed company and database applications, including formatting and formulas. • Computer proficiency is required • Ability to add, subtract, multiply and divide reputed company units of measure, using whole numbers, common fraction and decimals, and calculate percentages. • Excellent listening, verbal and written skills • Detail oriented, flexible, and self-motivated Be aware of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website Apply Job!