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Retirement Call Center Specialist

Arden Hills, MN 55112

Posted: 06/01/20 Industry: Customer Service Job Number: 00005ZWS Pay Rate: 19.00

Job Description

Are you passionate about people and helping support others from a financial standpoint? Our client in Arden Hills, MN is seeking Call Center Specialists to handle a wide range of incoming calls from both retirement plan participants and plan sponsors! Qualified candidates must possess excellent communication skills and thrive in an ever-changing and demanding work environment. If you are customer focused and detail oriented, we want to meet you!

Retirement Specialist Information:
• Contract-to-Hire or Direct Hire
• Located in Arden Hills, MN
• Pay: $18-$21 per hour
• Hours: Monday through Friday, 9:30am to 6:00pm
• THE RIGHT STAFF offers Healthcare, vacation and referral bonuses

Retirement Specialist Responsibilities:
• Answer telephone and email inquiries from retirement participants promptly and courteously. Calls will cover a wide range of topics, including plan specific provisions, IRS and DOL regulations surrounding retirement plans, contributions, distributions, vesting, fund transfers, reallocations, investment election changes, and more.
• Understand and clearly communicate inquiry and transactional use of the company website and voice response system.
• Understand and communicate basic provisions of plan documents, adoption agreements and loan policies to clients and participants.
• Handle exchange of information, technical questions, and client concerns confidently and independently.
• Fund to Fund transfers including investment elections.
• Entering in current business enrollment forms, beneficiary entry, deferral rate entry.
• Stop pay/reissue requests and process returned checks/1099R s.
• Attend and participate in department training programs and meetings.
• Complete projects at direction of manager.

Retirement Specialist Requirements:
• Bachelor s degree preferred, along with 3 years business experience in employee benefits, customer service, or accounting/bookkeeping.
• 1 year of experience directly related to retirement plans preferred.
• Excellent written/oral communication and organization skills required.
• Ability to prioritize, self-motivated, and independently manage multiple concurrent tasks while meeting deadlines.
• Computer savvy with basic knowledge of Microsoft Word and Excel.
• Available to work overtime to cover peak workloads and meet other business needs.
• Proven ability to adapt to a fast paced, changing environment.
• A high level of commitment to accuracy and detail and strong analytical skills.

Qualified applicants may apply directly to:

THE RIGHT STAFF wants to help you succeed! Our team of seasoned professionals works to match you to the best job, best fit, and best location. Contract assignments to full-time permanent positions, we are here to assist you!

THE RIGHT STAFF is an Equal Opportunity Employer.
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