Retirement Services Associate

1 day, 5 hours ago
Full-time
Entry Level
Customer and Technical Support
Five Star Solutions

Five Star Solutions

Five Star Solutions is a global Business Process Outsourcing (BPO) and Customer Experience (CX) partner based in Sioux Falls, South Dakota. Founded in 1986, the company specializes in secure and scalable contact center services, blending human expertise with advanced technology. It serves a diverse range of industries, including healthcare, retail, financial services, government, travel, insurance, and fintech. The company offers a comprehensive suite of services, including contact center operations, CX management, AI-enabled contact centers, and specialized industry solutions. Five Star Solutions emphasizes security and compliance, ensuring that its operations meet regulatory standards such as HIPAA and GDPR. With a workforce of 1,001 to 5,000 professionals, the company operates from locations in the United States, Guatemala, and the Philippines, providing tailored support strategies to meet the unique needs of its clients.

outsourcing/offshoring
1001-5000
Founded 1986

Description

  • Handle inbound participant calls, emails, and voicemails and provide accurate answers to basic inquiries.
  • Resolve client questions and concerns regarding retirement benefit programs, procedures, distributions, and payment issues.
  • Escalate complex client or customer issues to supervisors or managers when needed.
  • Use Amplify, Salesforce, Word, and Excel to manage inquiries and transactions.
  • Document cases thoroughly and accurately in Salesforce case management.
  • Create Salesforce tickets for check copies, 1099-Rs, stop-payment or reissue requests, and related needs.
  • Conduct web-based client training sessions as needed.
  • Maintain filing, records, and document imaging; provide backup support for participants and account holders.
  • Participate in scheduled and ad hoc training and develop knowledge of company operations and client needs.

Requirements

  • Must be at least 18 years old and able to pass a state- and federally compliant background check.
  • Must reside in AL, FL, GA, ID, IA, IN, KS, LA, MI, MS, MO, NE, NV, NC, ND, OH, OK, PA, SC, SD, TX, TN, UT, VA, WV, WI, or WY.
  • At least 1 year of customer service, call center, or office experience is preferred.
  • Strong verbal, written, telephone, active-listening, and problem-solving skills.
  • Professional, empathetic approach to customer concerns, including de-escalating challenging calls.
  • Ability to handle billing and account information confidentially and with close attention to detail.
  • Ability to navigate multiple computer systems and manage competing priorities in a fast-paced environment.
  • Proficiency with Salesforce or another CRM and Microsoft Office tools including Excel, Word, and Outlook.
  • Basic understanding of employee-benefit laws and regulations, particularly distribution issues.
  • Must have reliable dedicated high-speed internet, a direct LAN connection, and a dedicated workspace with a desk, chair, and electrical outlet.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Group Health Customer Service Representative

Dane Street 201-500 Insurance

Dane Street is seeking a Customer Service Representative to coordinate medical-review referrals, connect clients with physicians, and ensure insurance claim cases are processed accurately and on time.

2 hours, 21 minutes ago

Product Support Specialist - Adapt (LATAM & Caribbean)

AirDNA 51-200 IT Services

AirDNA is seeking a remote Product Support Specialist in Latin America or the Caribbean to investigate and resolve complex Adapt pricing-engine issues while bridging frontline Support and Engineering.

Python SQL
4 hours, 36 minutes ago

Customer Service Representative

APCO Holdings 201-500 Insurance

APCO Holdings is seeking a Customer Service Representative to support customers, dealers, agents, and repair facilities with vehicle protection coverage, contracts, and claims inquiries.

4 hours, 51 minutes ago

Medical Records Advocate

Included Health 1001-5000 Insurance

Included Health is seeking a Medical Records Advocate to collect, organize, and prepare member medical records that enable timely, high-quality virtual care navigation and specialist reviews.

5 hours, 21 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers