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

Note: The job is a remote job and is open to candidates in USA. 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.

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

Skills

• 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 Overview