Experienced Senior Customer Specialist – Retirement Services

At arenaflex, we're dedicated to protecting our customers against life's uncertainties, providing them with peace of mind when they need it most. As a Senior Customer Specialist in our Retirement Services team, you'll play a vital role in delivering exceptional customer experiences, navigating complex financial products, and making a meaningful impact on the lives of our customers.

Join a dynamic team that's passionate about making a difference

We're not just looking for employees; we're seeking individuals who share our passion for providing top-notch customer service, staying ahead of the curve in the ever-evolving financial services industry, and growing with a company that values its people. If you're looking for a career that offers opportunities for growth, learning, and development, then this role is perfect for you.

About the Role

As a Senior Customer Specialist in our Retirement Services team, you'll be responsible for providing exceptional customer experiences to financial professionals and customers through phone and email interactions. You'll utilize a variety of software tools to navigate contract information, research and review products, and communicate effective solutions in a fast-paced, team-oriented environment.

Key Responsibilities:

* Communicate with financial professionals and customers primarily through phone and email, providing a high-quality customer experience by projecting a professional and positive attitude.

• Utilize a variety of software tools to navigate contract information, research and review products, and communicate effective solutions in a fast-paced, team-oriented environment.
• Accurately document and resolve requests for account information and updates, educating customers about easier and more efficient ways they can resolve future requests.
• Take and process allocation change instructions within our variable products accurately and efficiently.
• Consistently meet or exceed established individual and team metric goals.

Qualifications:

* 1+ years of customer service experience, with contact center experience preferred.

• High school diploma or equivalent required; an associate or bachelor's degree preferred.
• Financial Services experience (including Life Insurance, Annuities, Banking, Group Retirement, etc.) strongly preferred.
• Proficiency in a Windows-based environment (Office 365 & Microsoft Teams) required.
• Strong client-focused and managed-money mindset required.

Skills and Competencies:

* Decision-Making & Problem-Solving skills: able to intake information from multiple sources to evaluate problems and potential solutions, understand how to use resources and job aids to follow documented procedures and processes, and has an awareness of financial risks when making processing decisions.

• Communication skills: listens attentively and actively, asks clarifying questions, and manages distractions and interruptions. Proficient spelling, punctuation, and grammar. Strong emotional intelligence and organizational skills, as well as the ability to tailor communication style to match the caller.
• High Aptitude for Learning: embraces change and will take on the challenge of learning new information, systems, products, and procedures. Enjoys learning and seeks out training to further develop knowledge and understanding.
• Dependability: meets attendance and punctuality requirements.

Employee Benefits:

At arenaflex, we're committed to protecting our employees' wellbeing through a broad benefits offering. This includes:

• Health, dental, and vision insurance to protect physical wellbeing.
• Mental health benefits and an employee assistance program to protect mental wellbeing.
• A variety of paid time away benefits, including paid time off, paid parental leave, and short-term disability.

Work Environment and Career Growth Opportunities:

This role requires flexibility between 7:00a-6:30p CST, Monday-Friday. Actual shift times once in production are based on business needs and may vary between 7:00a-6:30p CST. This position requires attendance at scheduled training, which will be from 8:00a-4:30p CST, starting from July 17th. After training, this role will start in a hybrid model (in-office 3 days a week and work-from-home 2 days), with the potential to transition to full-time work-from-home.

Compensation and Perks:

We offer a competitive salary and benefits package, as well as opportunities for career growth and development. If you're passionate about delivering exceptional customer experiences and making a meaningful impact on the lives of our customers, then we encourage you to apply for this exciting opportunity.

How to Apply:

If you're ready to take your career to the next level and join a dynamic team that's passionate about making a difference, then apply now for the Senior Customer Specialist – Retirement Services role at arenaflex. Apply for this job