Participant Benefits Services Specialist
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Job Description
Participant Benefits Services Specialist supporting U.S. participants with benefits questions, forms, and transactions. Fully remote role with virtual training and inbound telephone support.
Responsibilities:
- Answer participant questions about benefits, plan provisions, and available options
- Explain applicable forms and processes
- Research inquiries and complete transactions
- Make prompt callbacks and escalate issues when appropriate
- Document participant interactions accurately in the case management system
- Follow client-specific procedures and meet quality, accuracy, productivity, and timeliness standards
- Protect confidential participant information
- Comply with company, client, privacy, and security requirements
- Complete approximately 7–8 weeks of virtual training
Requirements:
- Strong verbal and written communication skills, including excellent listening and interpersonal skills
- Attention to detail and ability to explain information clearly and professionally
- Basic computer skills and ability to learn new systems and processes
- Strong organizational and time-management skills
- Ability to work independently, follow detailed procedures, and adapt to client-specific requirements
- Patient, professional, and solution-focused approach
- Reliable attendance and punctuality
- Availability Monday through Friday during scheduled hours falling between 8:00 AM and 10:00 PM
- Download speed of at least 25 Mbps, upload speed of at least 5 Mbps, and ping of 175 ms or less
- Ability to connect to a modem/router using an Ethernet cable
- Reliable home internet connection
- Must reside in an eligible United States hiring location; applicants from listed restricted states and metro areas are not eligible
- Preferred: experience in benefits administration, defined benefit pension plans, retirement services, customer service, or call center operations
- Preferred: familiarity with pension terminology, plan provisions, or participant support
Benefits:
- Comprehensive virtual training
- Health insurance coverage
- Voluntary dental and vision programs
- Life and disability insurance
- Retirement savings plan
- Paid holidays
- Paid time off (PTO) or vacation and/or sick time
- Work from home
- Opportunity to develop communication, problem-solving, and benefits administration skills
- Bonus or incentive eligibility based on business need
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