Participant Support Service Representative
hace 12 días
Fresno
Job DescriptionThis role is in office with a starting pay of $20.00 per hour Position Summary Nexus is one of the largest retirement plan administrators within California. We offer all of the passionate customer service you get with a small organization paired with the efficiency of state-of-the-art and automated administration. Our team is growing every week, and we need some help. The Participant Support Services Representative will multi-task, prioritize, and effectively communicate the Retirement Plan Benefits of each participant they speak with on the phone. A qualified candidate will be able to nurture and advocate for each diverse individual they encounter and demonstrate competence and expertise in the benefits we offer. Essential Functions • Projects include:, • Benefit processing for terminated participants., • Loan documents for active participants., • In-service distributions for active participants., • Post administration distributions to non-responsive participants., • Duties related to processing:, • Taking calls from active or terminated participants regarding all benefit processing., • Making calls to participants and plan contacts regarding all benefit processing., • Accessing Vendor websites for balances and participant data., • Accessing Datair/FTW for balances and participant data., • Accessing PenChecks for balances and participant data., • Calendar follow up functions (for example, force out, cleanup of non-responders, etc.)., • Creating Excel spreadsheets as needed for monitoring progress of projects., • Uploading Back up and pertinent documents related to benefit processing., • Follow up with PenChecks for reporting necessary to complete administration projects., • Excellent written/verbal and mathematical skills., • Involve Manager/Supervisor as needed to resolve technical, service, and compliance issues to ensure client satisfaction without jeopardizing regulatory requirements and service standards., • Must be a team player, exhibit a good work ethic., • Initiative, creativity, and energetic active engagement in all work responsibilities., • Able to learn quickly on the job., • Assisting the client with the completion of the proper documents to process their distribution., • Expected to be flexible and adaptable while working in a fast-paced environment., • Have discretion regarding the sensitive information regarding distributions and personal information., • Demonstrated professional business skills and demeanor., • Excellent problem solving and decision-making skills., • Strong organizational and research skills., • Displaying outstanding professionalism and etiquette when interacting with clients and staff members., • Good telephone manners/skills., • Self-motivated, and organized., • A positive, friendly, and outgoing attitude required., • Reliable, responsible, honest, and trustworthy. Not all positions allow for remote work, but those that do will only be available in the following states: AZ, CO, FL, GA, IL, IN, KS, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, PA, SD, TN, TX, UT. Powered by JazzHR Weu5Xe2NFS