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Retirement Benefits Counselor - Member Services Call Center Specialist - Customer-Focused Retirement Education and Support

100% Remote Full-time Open now

Join Our Team: Retirement Benefits Counselor - Member Services Call Center

Are you a motivated and customer-focused professional looking for a rewarding career opportunity? Do you have a passion for helping others and providing exceptional service? We are seeking a highly skilled and compassionate Retirement Benefits Counselor to join our Member Services Call Center team! As a Retirement Benefits Counselor, you will play a critical role in delivering exceptional service to our members, providing expert guidance on retirement benefits, and supporting their financial well-being.

About Our Organization

We are a leading provider of retirement education and benefits administration, dedicated to serving the needs of state and local government employees, retirees, and their families. Our organization is committed to delivering exceptional service, promoting financial literacy, and ensuring a secure retirement for our members. We value a culture of teamwork, innovation, and customer-centricity, and we are looking for professionals who share our passion and commitment.

Position Overview

This is a full-time position (40 hours per week) with a competitive salary and comprehensive benefits package, including health insurance, paid vacation, paid sick time, paid holidays, and retirement savings. As a Retirement Benefits Counselor, you will work in our Member Services Call Center, providing one-on-one counseling and education to our members on retirement benefits, statutory provisions, and legislative updates.

Key Responsibilities:

  • Act as a liaison between all sections of the Retirement Division, including payroll, disability, and death processing, and our members.
  • Respond to inbound calls and emails from members, employers, and agencies, providing expert guidance on retirement benefits and resolving complex issues.
  • Explain and apply interpretation of laws, codes, and procedural guidelines related to retirement benefits.
  • Assess individual situations, apply current statute regulations, and communicate appropriate decisions to involved parties.
  • Educate, counsel, and advise members on benefit program options, ensuring they understand their retirement benefits and can make informed decisions.
  • Provide technical assistance to agencies and HR professionals regarding various retirement systems.
  • Assist in training new personnel through our buddy program and side-by-side monitoring.
  • Participate in process improvement assignments and team-building exercises to enhance our services and operations.

Requirements and Qualifications

Essential Qualifications:

  • Bachelor's degree from an accredited institution.
  • Two years of experience related to retirement benefits, customer service, or a related field.
  • Demonstrated ability to learn different systems and databases quickly and efficiently.
  • Excellent customer service skills, with patience and empathy.
  • Effective written and verbal communication skills.
  • Ability to multi-task, set priorities, and manage time effectively in a fast-paced environment.
  • Working knowledge of Microsoft Office, specifically PowerPoint, Word, and Outlook.

Preferred Qualifications:

  • Experience interpreting and communicating employee benefits.
  • Experience in a call center or customer service environment.
  • Knowledge of retirement benefits, statutes, and regulations.

What We Offer

Competitive Compensation and Benefits:

  • Competitive salary.
  • Comprehensive benefits package, including health insurance, paid vacation, paid sick time, paid holidays, and retirement savings.
  • Opportunities for professional growth and development.

Career Growth and Learning Opportunities:

  • Thorough 6-week training course covering all processes and programs.
  • Ongoing coaching and support from experienced professionals.
  • Opportunities for advancement and career growth.

Work Environment and Culture:

  • Remote work options available after orientation and training.
  • Collaborative and dynamic work environment.
  • Commitment to customer service and excellence.

How to Apply

If you are a motivated and customer-focused professional looking for a rewarding career opportunity, we encourage you to apply for this exciting role. Please submit your application through our website, and we will be in touch with you soon.

Don't miss out on this opportunity to join our team and make a difference in the lives of our members. Apply now and start your career as a Retirement Benefits Counselor - Member Services Call Center Specialist!

Apply for this job

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