Experienced Customer Service Representative – Retirement Plans at arenaflex

At arenaflex, our mission is to empower individuals and families to achieve their financial goals by providing trusted financial products and expert guidance. As a leading provider of individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services, we're dedicated to helping our customers create a brighter future. We're seeking an experienced Customer Service Representative to join our team, supporting the delivery of exceptional service to our retirement plan participants. This role is a fantastic opportunity for a customer-focused individual to make a meaningful impact while working in a dynamic, remote environment.

Key Responsibilities:

* Answer all inquiries in a professional and courteous manner, ensuring that every interaction is a positive experience for our customers.

• Maintain a deep understanding of the requirements relating to retirement plan participants, including distribution, rollover, and consolidation options.
• Educate retirement plan participants on available options and assist them throughout each process, providing clear guidance and support.
• Assist participants in accessing their account online, resolving requests, and providing education on online functionality, including enrollment, transfers, loans, and withdrawals.
• Identify process improvement opportunities to increase efficiency and effectiveness, while maintaining an exceptional level of service.
• Protect assets by adhering to all applicable regulations, policies, and procedures, ensuring compliance with regulatory requirements and established risk guidelines.
• Produce professional correspondence and demonstrate exceptional verbal communication and customer service skills.
• Collaborate with the Client Service and Admin Service teams to provide assistance as volumes dictate, investigating and resolving participant issues and sharing results with appropriate parties.
• Maintain the confidentiality of retirement plan participants, protecting and insuring compliance with policy and procedures.
• Stay up-to-date with daily processing requirements in Retirement Plan areas, including New Business, ERISA Plan Services, and Client Services.
• Effectively coordinate, join, and/or participate in discussions, serving on committees to improve procedures and resolve problems within teams and across the department.

What You Bring:

* 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 multiple priorities at once 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

• Preferred qualifications:

+ Knowledge of ERISA, IRS/DOL regulations, and qualified plan administration + 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:

At arenaflex, we're committed to creating a work environment that's inclusive, diverse, and supportive. Our company motto is "Fulfilling Life," and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. As a mutual-based organization, the return on our investment goes back into the company, benefiting our members/customers. We're committed to professional development, opportunity, inclusion, and diversity, with team building and collaboration as priorities. Our total rewards package includes comprehensive health and welfare benefits, competitive pay and incentives, 401(k), flexible work schedules, and time off to care for yourself and others. Additional popular benefits include tuition reimbursement, student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities.

Equal Opportunity Employer:

arenaflex is an Equal Opportunity Employer, committed to an inclusive culture and diverse workplace, enriched by our individual differences. We hire 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. If you're a customer-focused individual with a passion for delivering exceptional service, we encourage you to apply for this exciting opportunity to join our team at arenaflex. Apply for this job