Customer Service Representative | WFH | Night Shift

Job Description:

o Retirement TPA support

· Manage and execute on incoming TPA phone calls and voice mails each day.

· Correctly log all calls that need additional support into TPA spreadsheet.

· Assist with daily gatekeeping of the First Inbox.

· Assist with Plan Document management and storage.

· Process TPA payroll data for client retirement plans.

· Assist in various Retirement plan projects.

o Employee Benefit support

· Manage and execute on incoming EBA phone calls and voice mails each day.

· Manage EBA Helpbox by responding to email request each day.

· Assist with various administrative projects including:

1. Data processing

2. Excel spreadsheets

3. Audit support and Document review

4. Document support and storage on OneDrive/Sharepoint

o Customer Support

· Follow communication procedures, guidelines, and policies.

Take the extra mile to engage with clients.

Qualifications:

· Proven customer support experience

· Strong phone contact handling skills and active listening

· Excellent communication skills

· Ability to multi-task, prioritize, and manage time effectively.

· Ability to work independently and collaboratively in a deadline-driven environment.

· Accountability and high level of accuracy

High proficiency with Microsoft Office Suite including Excel, Word, Outlook, and PowerPoint