**Experienced Customer Service Representative - Retirement Plans at blithequark**

At blithequark, our mission is to empower individuals and families to achieve their financial goals by providing trusted financial products and expert guidance. As a leading provider of individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services, we're dedicated to helping our customers create a brighter future. We're seeking an experienced Customer Service Representative to join our team and support the delivery of exceptional service to our retirement plan participants. This is a remote opportunity that offers the flexibility to work from anywhere, while still being part of a dynamic and supportive team. **About the Role** As a Customer Service Representative - Retirement Plans, you'll play a critical role in supporting the service delivery of our retirement plan services. You'll be responsible for answering inquiries in a professional manner, maintaining an understanding of the requirements relating to retirement plan participants, and educating participants on available distribution, rollover, and consolidation options. You'll also assist participants in accessing their account online, resolve requests, and provide guidance on online functionality. **Key Responsibilities** * Answer all inquiries in a professional manner, maintaining a high level of customer satisfaction * Maintain an understanding of the requirements relating to retirement plan participants, including ERISA, IRS/DOL regulations, and qualified plan administration * Educate retirement plan participants on available distribution, rollover, and consolidation options, and assist participants throughout each process * Assist participants in accessing their account online, resolve requests, and provide guidance on online functionality * Become a stakeholder in the future of our organization by identifying process improvement opportunities to increase efficiency and effectiveness of the team * Protect assets by adhering to all applicable regulations, policies, and procedures, regulatory requirements, process requirements, and established risk guidelines * Produce professional correspondence and demonstrate professional verbal communication and customer service skills * Consult with the Client Service and Admin Service teams to provide assistance as volumes dictate * Investigate and resolve participant issues and share the results with appropriate parties * Provide written instructions to involved parties * Maintain the confidentiality of the retirement plan participant to protect and ensure compliance with policy and procedures * Maintain a high level of knowledge in Retirement Plan areas (New Business, ERISA Plan Services, and Client Services) and remain familiar with daily processing requirements in these areas **What You Bring** * High School Diploma or GED * College degree preferred * 1-2 years' customer service experience and previous contact center experience required * Retirement Plans Experience preferred * Special skills or knowledge: + Proficient written and oral communication skills + Ability to manage a number of priorities at one time while working within required deadlines + Proficient customer focus with excellent interpersonal skills + Ability to assume ownership and work within a team environment + High level of curiosity and willingness to learn new methods and procedures + Knowledge of ERISA, IRS/DOL regulations, and qualified plan administration (preferred) + Proficiency with Microsoft Office products (Word, Excel, and PowerPoint) + ASPPA exams or equivalents + Knowledge of OMNI, Relius, and recordkeeping systems + Bilingual in Spanish and English (preferred) **What We Offer** At blithequark, we're committed to creating a work environment that's inclusive, diverse, and supportive. We believe in empowering our employees to achieve their full potential, and we offer a range of benefits and opportunities to help you grow both personally and professionally. * Comprehensive health and welfare benefits, including competitive pay and incentives, 401(k), flexible work schedules, and time off to care for yourself and others * Additional popular benefits, including tuition reimbursement, student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities * A total rewards package that recognizes and rewards your hard work and dedication * A commitment to professional development, opportunity, inclusion, and diversity * Team building and collaboration are priorities, and we encourage open communication and feedback * A culture that values and respects individual differences, and is committed to creating a workplace that's safe and inclusive for everyone **Why Join Us?** At blithequark, we're passionate about making a difference in the lives of our customers and employees. We're committed to creating a workplace that's inclusive, diverse, and supportive, and we believe in empowering our employees to achieve their full potential. If you're looking for a challenging and rewarding career opportunity, we encourage you to apply. **How to Apply** If you're interested in joining our team as a Customer Service Representative - Retirement Plans, please submit your application through our website. We look forward to hearing from you! Apply Job! Apply for this job