Found Description
The Retirement Representative answers incoming telephone inquiries regarding employer sponsored retirement plans from participants, employers and third-party plan specialists.
What you will do
- Answer incoming telephone inquiries including requests for general account information, concerns related to contributions and withdrawals, making changes to an account, product information and tax questions; complexity and scope of questions based on level
- Assist participants through the navigation of the automated voice response system as well as the website
- Submit requests for research and follow-up if needed after the initial call
- Review, comprehend and implement communication regarding plan updates and changes
- Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions
- Provide callers with education regarding retirement readiness
- Consistent adherence to work schedule and pun...