Experienced Customer Service Representative - Retirement Plans

Join arenaflex, a leading provider of trusted financial products and advice, in our mission to Fulfilling Life. As a Customer Service Representative - Retirement Plans, you will play a vital role in supporting service delivery and providing exceptional customer experiences to our valued clients. If you're passionate about helping people achieve their financial goals and have a strong desire to learn and grow, we want to hear from you.

About arenaflex

arenaflex is a mutual-based organization dedicated to providing quality products and services that help our customers create a brighter future. Our commitment to volunteering and community support, employee well-being, and professional development sets us apart as a company that truly cares about its employees and customers. As a Customer Service Representative - Retirement Plans, you will be part of a dynamic team that is passionate about making a difference in people's lives.

Responsibilities

As a Customer Service Representative - Retirement Plans, your primary responsibilities will include:

• Answering all inquiries in a professional manner and maintaining an understanding of the requirements relating to retirement plan participants
• Educating retirement plan participants on available distribution, rollover, and consolidation options and assisting participants throughout each process
• Assisting participants in accessing their account online and resolving retirement plan participants' requests
• Assisting in participant education regarding online functionality (i.e., online enrollment, transfers, loans, and withdrawals)
• Identifying process improvement opportunities to increase efficiency and effectiveness of the team while maintaining an exceptional level of service
• Protecting assets by adhering to all applicable regulations, policies, and procedures, regulatory requirements, process requirements, and established risk guidelines
• Producing professional correspondence and demonstrating professional verbal communication and customer service skills
• Consulting with the Client Service and Admin Service teams to provide assistance as volumes dictate
• Investigating and resolving participant issues and sharing the results with appropriate parties
• Providing written instructions to involved parties
• Maintaining the confidentiality of the retirement plan participant to protect and ensure compliance with policy and procedures
• Maintaining a global level of knowledge in Retirement Plan areas (New Business, ERISA Plan Services, and Client Services) and remaining familiar with daily processing requirements in these areas
• Effectively coordinating, joining, and/or participating in discussions and serving on committees to improve procedures and resolve problems within teams and across the department

Requirements

To be successful in this role, you will need to possess:

• 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 a number of 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 + Knowledge of ERISA, IRS/DOL regulations, and qualified plan administration (preferred) + 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

As a valued member of our team, you can expect:

• A total rewards package with comprehensive health and welfare benefits, including competitive pay and incentives, 401(k), flexible work schedules, and time off to care for yourself and others
• Additional popular benefits, including tuition reimbursement, student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities
• A commitment to professional development, opportunity, inclusion, and diversity
• Team building and collaboration as priorities
• A dynamic and inclusive work environment that values individual differences and promotes a culture of respect and empathy
• Opportunities for growth and advancement in a company that truly cares about its employees and customers

Equal Opportunity Employer

arenaflex is an Equal Opportunity Employer that hires 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 this role sounds like a perfect fit, don't hesitate. Apply today and let's build the future together. Apply for this job