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Participant Services Agent (11:30am-8pm EST) - Philadelphia & Tampa jobs in United States
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RemoteHunter · 1 month ago

Participant Services Agent (11:30am-8pm EST) - Philadelphia & Tampa

RemoteHunter is a leading provider of independent, conflict-free retirement solutions. They are seeking a Participant Services Agent to administer and maintain client accounts in a high-volume call center, support operations, and resolve client issues while ensuring compliance with industry regulations.
Computer Software

Responsibilities

Review, update, maintain, and service client and plan accounts to meet industry policies and regulations
Answer incoming operational center calls regarding client account and compliance questions
Scrutinize information contained in all types of plan agreements
Maintain accurate records and notes to ensure plan requests are completed within regulated timeframes
Provide support and direction on operational processes, policies, and timeframes
Assist management in identifying and updating ineffective procedures and policies
Contribute to department productivity through unit meetings and ongoing training
Maintain and file weekly departmental statistical reports
Perform general clerical activities including faxing, copying, and filing
Support other areas of the department when needed due to high volume or low staffing
Perform other assigned duties

Qualification

Operations functionsBilingual in EnglishSpanishProficiency with Microsoft OfficeOrganizational skillsProblem-solving skillsProfessional communication skillsLearn legal documentsRead financial statementsAccurate data entryCustomer service skillsWork independentlyWork under pressure

Required

Bilingual in English and Spanish (written and verbal)
Understanding of operations functions and industry rules and regulations for all plan/product types
Organizational and time management skills to meet deadlines
Reasoning and problem-solving skills
Proficiency with standard office equipment and Microsoft Office (Word, Excel, PowerPoint, Outlook, Access)
Professional communication skills for interactions at all management levels
Ability to work independently and as part of a team
Ability to work under pressure from deadlines and changing workflow volume
Ability to learn and understand legal documents and various regulations
Ability to quickly learn new systems, processes, and skills
Ability to read and interpret financial statements
Efficient and flexible in detailed tasks in a fast-paced environment
Accurate data entry, 10-key by touch, and minimum 30 WPM typing speed
Strong customer service skills
Reliable in-home WiFi with a minimum internet speed of 50 MBps for individual use
Uninterrupted virtual work space and family care arrangements during business hours

Benefits

401(k) match
Medical, dental, and vision insurance
Life insurance
Short and long term disability coverage
Paid time off

Company

RemoteHunter

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RemoteHunter is your dedicated AI job search assistant, turning the job hunt from a slow, individual effort into a quicker, smarter, and guided experience by streamlining each step of the process and speeding up your path to the right career opportunities.

Funding

Current Stage
Early Stage
Company data provided by crunchbase