Retirement Plan – Service Partner

Retirement Plan – Service Partner 20 views1 application

Job Overview

  • Salary Offer Commensurate with Experience
  • Experience Level Some Experience
  • Total Years Experience 0-12 months
  • Education High School Diploma or GED
  • Field inbound calls from customers with questions regarding retirement and benefit plan products to provide a quality service experience.
  • Document customer conversations/issues to minimize repeat callers and provide optimal service.
  • Provide real-time technical support for the customer using the automated phone system and website to ensure efficient interactions.
  • Use multiple computer software packages, simultaneously to answer specific customer questions and requests.
  • Resolve critical or time-sensitive issues with a sense of urgency.
  • Follow up on unresolved calls to ensure issue completion, accuracy of resolution, and compliance with established time frame expectations



  • Computer competency – ability to effectively navigate multiple web browsers & operating systems
  • Multi-tasking – ability to use two computer monitors to access multiple screens while efficiently handling inbound customer calls, and maintaining attention to detail
  • Time management – ability to manage case load as well as be accountable for timely follow ups with customers via email or phone depending on the service channel
  • H.S. Diploma


  • Associate’s Degree
  • 1 year of experience in a service center or service related position.


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