Experienced Bilingual Customer Service Representative – Retirement Plan Services

Are you passionate about delivering exceptional customer service and making a meaningful impact in people's lives? Do you have a strong desire to work in a dynamic and supportive environment where you can grow and develop your skills? If so, we encourage you to apply for the Experienced Bilingual Customer Service Representative – Retirement Plan Services role at arenaflex. As a key member of our Retirement Plan Services team, you will play a vital role in providing top-notch customer service to English and Spanish-speaking individuals who have questions or concerns regarding their retirement plans. With a strong focus on education and problem-solving, you will serve as a subject matter expert, guiding customers through the retirement planning process and ensuring they have a positive experience.

About arenaflex

arenaflex is a leading provider of financial services, helping people plan, protect, and retire with confidence. With a rich history dating back to 1905, we have grown to become one of the largest financial services companies in the United States, serving over 16 million customers across four core businesses: annuities, life insurance, group protection, and retirement plan services. Our commitment to creating a diverse and inclusive environment has earned us a reputation as a trusted and respected employer.

The Role

As an Experienced Bilingual Customer Service Representative, you will be responsible for:

• Answering inbound calls, responding to emails, and addressing customer service inquiries and concerns in a fast-paced, team-oriented environment
• Building rapport with customers, educating them about their retirement plans, and providing accurate, detailed information to meet their needs
• Researching multiple systems, databases, platforms, and software to resolve customer issues and provide solutions
• Meeting and/or exceeding established key performance goals, including call metrics and quality
• Identifying and recommending process improvements and organizational initiatives to positively influence the team and quality
• Collaborating with colleagues to achieve team goals and objectives
• Participating in ongoing training and development to enhance skills and knowledge

What We're Looking For

To succeed in this role, you will need:

• High School Diploma or GED
• 0-1+ years of general experience (does not need to be directly related to the position)
• Bilingual with verbal and written proficiency in both English and Spanish
• Strong written and verbal communication skills
• Ability to work with others in a fast-paced, team environment
• Ability to quickly learn complex systems and product knowledge
• Ability to navigate through multiple systems/databases/platforms/software while engaging in customer conversations
• Ability to be adaptable/flexible as business needs change
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Nice-to-Have Experience

While not required, we welcome candidates with:

• Associate's degree or post-secondary education
• 2+ years of previous service industry and/or financial services experience
• Previous remote/work from home experience
• Passion for helping, servicing, and educating others and the desire to build rapport during each interaction
• Ability to research and problem solve, while providing outstanding customer service
• Strong analytical skills with the ability to multi-task while maintaining strict attention to details to adhere to policies, procedures, and guidelines
• Solid relationship management skills with customers, management, peers, and colleagues

What We Offer

As a valued member of our team, you can expect:

• A competitive salary of $20.42/hour
• A clearly defined career framework to help you successfully manage your career
• Leadership development and virtual training opportunities
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching, and employee assistance program
• Tuition assistance program
• A leadership team that prioritizes your health and well-being, offering a remote work environment and flexible work hybrid situations
• Effective productivity/technology tools and training

Work Environment and Culture

Our office is a vibrant and inclusive community where you can grow and develop your skills. We offer a hybrid/flexible work arrangement, allowing you to work from home and use the office as needed for in-person collaboration. Our team is dedicated to creating a supportive and collaborative environment, where everyone feels valued and empowered to succeed.

How to Apply

If you're passionate about delivering exceptional customer service and making a meaningful impact in people's lives, we encourage you to apply for the Experienced Bilingual Customer Service Representative – Retirement Plan Services role at arenaflex. Please submit your application through our website, and we'll be in touch to discuss your qualifications further.

Equal Opportunity Employer

arenaflex is an Equal Opportunity employer and is committed to creating a diverse and inclusive environment. We welcome applications from qualified candidates of all backgrounds and perspectives. Apply for this job