- Answer approximately 50 incoming calls per day from plan participants and provide accurate answers regarding defined contribution retirement plans, defined benefit retirement plans, health and welfare benefit plans, and other human resource related services. These inquiries are handled by communicating in a clear, concise, and confident manner in order to provide an excellent customer service experience in a fast paced work environment.
- Ensure that all transactions are submitted in a timely and accurate manner.
- Resolve all participant inquiries that require research or additional information by utilizing the appropriate resources and provide timely follow up as necessary.
- Act as a successful team member by being receptive to feedback/coaching, follow all standard operating procedures, display reliability, and have a willingness to develop and consistently improve.