Retirement Service Representative (Rosemont, IL) Job at BeneSys, Inc.
Retirement Service Representative (Rosemont, IL)
Summary
Responds to incoming telephone calls from members and Trustees.
Responsibilities
Positively respond to incoming calls from members and trustees, which includes, but is not limited to:
- Explain pension benefits
- Assist with applications
- Assist with questions about estimates
- Assist with questions about QDRO processing
- Review the meaning of any mailings sent
- Review loan guidelines
- Review loan payment requirements
- Assist with plan specific questions
- Assist with pension eligibility and vesting information questions
- Assist with other questions or concerns and provide problem resolution
- Create task inquiry and follow through after the inquiry has been logged into the system
- Document all calls
- Assist with additional Pension Department work as required
- Handle each call professionally and to the best of his/her ability
- Regular and predictable attendance is an essential function of this job
Qualifications
- Background in customer service or pension benefit processing
- High School diploma or GED equivalent
- Must have compassion and patience for members who need a little extra time to express themselves
- Must be confident handling difficult situations
- Must have superior written and verbal communication skills
- Must be flexible and willing to pitch in and work together as a team member
- General knowledge of Word and Excel
Work Schedule
Full time, Monday - Friday.
Physical Demands - Sustained periods of sitting and keyboarding. Occasional lifting and carrying of boxes, typically “banker-box” size. Must be able to operate basic office equipment such as a scanner and copier.
Work Environment - Typical office environment that, at times, can be busy and noisy. This is an in-office position, and the ability to maintain regular and predictable attendance in the office is an essential function of this position.
Competitive Benefits & Compensation Package
- 15 days Paid Time Off (PTO) during first full calendar year
- 12 paid holidays
- Medical, dental, vision, and life insurance, with option for dependent coverage
- Company-paid short-term disability, long-term disability, and basic life/AD&D insurance
- 401k with employer match
- Flexible spending accounts
- Tuition reimbursement program
- Career development opportunities
- Referral bonus for successful candidates
- Annual opportunities for increases and bonuses
Pay - Hourly rate ranges from $17.00 - $23. Actual rate dependent on location, skills, education, experience and other business factors.
Our Culture
BeneSys wants to be a great service provider to the members we serve, and we recognize we can only do that if we are also a great employer with successful employees. In short, our success is driven by our employees successes. We want to be a place where people want to work, feel proud of what they do and feel fulfilled both professionally and personally. We want to create a place where employees can find long-term growth and potential.
Our culture focuses on three core values:
- Collaboration: working together across 31 locations to achieve the best for the company and our clients
- Dedication: striving to create an environment where all employees work toward a common goal while committing to providing the best customer service to our members and our colleagues
- Integrity: doing what we say we will do. Upholding strong ethical and moral principles
ADA & EEO
Reasonable accommodations will be made so that qualified individuals with disabilities are able to complete the application process and, if hired, fulfill the essential functions of their job.
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