Customer Service Representative

Dallas, TX
United States

PrideStaff

201 to 500 employees

PrideStaff provides businesses with temporary and permanent staffing in the areas of office support, finance and accounting, light industrial, legal support, telemarketing, and customer service. The company's franchise offices serve small and midsized companies, as well as large multi-national enterprises and U.S. government agencies. PrideStaff has over 65 offices throughout the country. President and CEO George Rogers founded the company in 1978.

Consistently provide client experiences focused on what they value most.

Company Info

Job description

Our client we are partnering with for this position is a Fortune 1000 company! They have been in business for over 60 years, and deliver market-leading services and solutions to clients worldwide. Their focus is offering unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance and financial services, and property and casualty insurance. Working environment is second to none with strong growth opportunity.

The Benefits Pension Representative is primarily responsible for handling contacts from retirement plan participants with an emphasis on providing education about their plan benefits, investment tools and retirement planning. The BSR is responsible for completing transactions, providing plan benefit information, utilizing retirement planning tools, researching, solving problems and following up with participants on outstanding issues in a call center environment.

Job responsibilities

  • Answer inbound calls and/or email contacts from retirement plan participants.
  • Research account or plan specifications. Follow up on outstanding issues and escalations in a timely manner to ensure satisfactory resolution.
  • Complete participant transactions as required using Internet applications, Automated Voice response system or manual procedures as required.
  • Place outbound calls or compose outbound email to obtain and provide information from/to participants, employees or partner companies.
  • Learn and maintain current knowledge of DC and DB retirement plan provisions and administration systems, how to retrieve and interpret participant account and plan data as well as other existing applications.
  • Complete training and certification programs from organizations such as ASPPA, CEBS, NASD, etc.
  • Learn retirement planning strategies and be able to communication them to plan participants, including investment options and strategies. Use and explain retirement planning tools designed for plan participants.
  • Assist in identifying system, data and procedural problems and escalate as required.

Required experience and skills

  • 3 years High Touch Customer Service experience
  • Excellent attendance record
  • Must be able to work varying schedules and shifts if necessary, including overtime as assigned
  • Excellent verbal skills, proper use of grammar and pronunciation
  • Excellent written skills, correct spelling and grammar
  • Strong desire to talk to people and help them with their retirement plan needs
  • 2 years Retirement plan administration or investment planning experience preferred
  • ASPPA, CEBS designations or NASD/FINRA licensing is a plus

Company Description

PrideStaff is a national staffing organization, delivering innovative solutions to the challenges employers face every day. Over the years, PrideStaff has been a consistent industry leader, developing technology and service processes that allow our organization to deliver superior performance. With locations across the United States, we're well positioned to partner with clients and candidates to ensure a successful match of employee talent with customer needs. When it comes to your success, we leave nothing to chance!

Our Mission: Consistently provide client experiences focused on what they value most.

Work location: Dallas, TX

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