Participant Service Center Representative - Remote

Overview

The Participant Service Center Representative (PSC Representative) provides outstanding customer service while handling incoming and outgoing phone calls, emails, and faxes for plan participants for assigned Definiti retirement plans.

In Short

• Handle incoming and outgoing communications for retirement plans.
• Provide accurate and satisfactory answers to participant queries.
• De-escalate situations involving dissatisfied customers.
• Collaborate with call center professionals to enhance customer service.
• Proficiently manage participant phone calls and data checks.
• Maintain a positive and professional attitude.
• Ensure timely responses to participant inquiries.
• Utilize various systems and websites for assistance.
• Work effectively in a remote environment.
• Meet performance expectations consistently.

Requirements

• Basic knowledge of retirement plan services.
• Experience in customer support.
• Proficiency in Microsoft Office applications.
• Strong time management skills.
• Positive attitude towards client needs.
• High school diploma or GED required; associates degree preferred.
• Minimum 2 years of customer service experience.
• Defined Benefit or Defined Contribution experience preferred.

Benefits

• Virtual-first work philosophy.
• 401(k) with up to 4% match.
• Flexible PTO policy.
• 10 paid holidays and 2 paid floating holidays.
• Paid Parental Leave.
• Medical, dental, and vision plan options.
• Company-paid life insurance and short-term disability insurance.
• Bonus plan eligibility.