Experienced Customer Service Representative - Retirement Plans

At arenaflex, our mission is to Fulfilling Life, and we're committed to helping people invest in themselves by offering trusted financial products and advice. As a Customer Service Representative - Retirement Plans, you'll play a vital role in supporting service delivery and providing exceptional customer experiences for our retirement plan participants.

About arenaflex

arenaflex is a leading provider of financial products and services, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services. Our commitment to excellence and customer satisfaction has earned us a reputation as a company that cares. We're proud to be a mutual-based organization, where the return on our investment goes back into the company, benefiting our members and customers.

Job Summary

As a Customer Service Representative - Retirement Plans, you'll work remotely, providing exceptional customer service and support to our retirement plan participants. You'll be responsible for answering inquiries, educating participants on available distribution, rollover, and consolidation options, and assisting with account access and resolution of participant requests. You'll also have the opportunity to identify process improvement opportunities and contribute to the growth and development of our organization.

Key Responsibilities

* Answer all inquiries in a professional manner, providing accurate and timely responses to customer requests

• Maintain an understanding of the requirements relating to retirement plan participants, including distribution, rollover, and consolidation options
• Educate retirement plan participants on available options and assist them throughout each process
• Assist participants in accessing their account online and resolving requests in a timely and efficient manner
• Provide guidance to entry-level associates or peers, as needed
• Identify process improvement opportunities to increase efficiency and effectiveness of the team
• Protect assets by adhering to all applicable regulations, policies, and procedures
• Produce professional correspondence and demonstrate exceptional verbal communication and customer service skills
• Consult with the Client Service and Admin Service teams to provide assistance as volumes dictate
• Investigate and resolve participant issues, sharing results with appropriate parties
• Provide written instructions to involved parties
• Maintain the confidentiality of retirement plan participants to protect and ensure compliance with policy and procedures
• Maintain a global level of knowledge in Retirement Plan areas (New Business, ERISA Plan Services, and Client Services) and remain familiar with daily processing requirements in these areas
• Effectively coordinate, join, and/or participate in discussions, serving on committees to improve procedures and resolve problems within teams and across the department

What You Bring

* High School Diploma or GED

• College degree preferred
• 1-2 years' customer service experience and previous contact center experience required
• Retirement Plans Experience preferred
• Special skills or knowledge:

+ Proficient written and oral communication skills + Ability to manage multiple priorities at one time while working within required deadlines + Proficient customer focus with excellent interpersonal skills + Ability to assume ownership and work within a team environment + High level of curiosity and willingness to learn new methods and procedures

• Preferred qualifications:

+ Knowledge of ERISA, IRS/DOL regulations, and qualified plan administration + Proficiency with Microsoft Office products (Word, Excel, and PowerPoint) + ASPPA exams or equivalents + Knowledge of OMNI, Relius, and recordkeeping systems + Bilingual in Spanish and English preferred

What We Offer

At arenaflex, we're committed to creating a brighter future for our customers and employees. Our company motto is "Fulfilling Life," and we take that job seriously. We offer a total rewards package, including:

• Comprehensive health and welfare benefits
• Competitive pay and incentives
• 401(k) plan
• Flexible work schedules and time off to care for yourself and others
• Additional popular benefits, including:

+ Tuition reimbursement + Student loan repayment + Incentivized well-being program + Adoption assistance + Paid time off for volunteering + Training and career development opportunities

Equal Opportunity Employer

arenaflex is an Equal Opportunity Employer, committed to creating an inclusive culture and diverse workplace, enriched by our individual differences. We hire based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity, or any other characteristic protected by law.

How to Apply

If you're passionate about delivering exceptional customer service and supporting the growth and development of our organization, we encourage you to apply for this exciting opportunity. Please visit our website to register as a candidate and submit your application. [Apply Job!](https://remotejobs.trendingnewsgo.com/register-candidate/) Apply for this job