Apply on Employer Site

Navia Benefit Solutions, Inc. · 1 day ago

Participant Support Service Representative

Fresno, CA

Full-time

Onsite

New Grad, Entry Level

$20/hr - $20/hr

Navia Benefit Solutions, Inc. is one of the largest retirement plan administrators in California, seeking a Participant Support Services Representative to enhance their customer service team. The role involves communicating retirement plan benefits to participants, processing various benefit-related tasks, and ensuring client satisfaction through effective support.

ComplianceCustomer ServiceHuman Resources

Growth Opportunities

Responsibilities

Benefit processing for terminated participants

Loan documents for active participants

In-service distributions for active participants

Post administration distributions to non-responsive participants

Taking calls from active or terminated participants regarding all benefit processing

Making calls to participants and plan contacts regarding all benefit processing

Accessing Vendor websites for balances and participant data

Accessing Datair/FTW for balances and participant data

Accessing PenChecks for balances and participant data

Calendar follow up functions (for example, force out, cleanup of non-responders, etc.)

Creating Excel spreadsheets as needed for monitoring progress of projects

Uploading Back up and pertinent documents related to benefit processing

Follow up with PenChecks for reporting necessary to complete administration projects

Corresponding with administration teams for clarification of projects and/or issues

Qualification

Benefit processingCommunication skillsOrganizational skillsExcel proficiencyProblem solving skillsProfessional demeanorTelephone skillsTeam playerAdaptabilityPositive attitude

Required

Excellent written/verbal and mathematical skills

Involve Manager/Supervisor as needed to resolve technical, service, and compliance issues to ensure client satisfaction without jeopardizing regulatory requirements and service standards

Must be a team player, exhibit a good work ethic

Initiative, creativity, and energetic active engagement in all work responsibilities

Able to learn quickly on the job

Assisting the client with the completion of the proper documents to process their distribution

Expected to be flexible and adaptable while working in a fast-paced environment

Have discretion regarding the sensitive information regarding distributions and personal information

Demonstrated professional business skills and demeanor

Excellent problem solving and decision-making skills

Strong organizational and research skills

Displaying outstanding professionalism and etiquette when interacting with clients and staff members

Good telephone manners/skills

Self-motivated, and organized