[Remote] Rep, Customer Service - Retirement Plans

Note: The job is a remote job and is open to candidates in USA. Ameritas is an insurance, financial services and employee benefits provider dedicated to fulfilling life. The Rep, Customer Service - Retirement Plans position involves supporting service delivery by assisting retirement plan participants with inquiries, educating them on options, and maintaining compliance with regulations while delivering exceptional customer service.ResponsibilitiesAnswer all inquiries in a professional mannerMaintain an understanding of the requirements relating to retirement plan participantsEducate retirement plan participants on available distribution, rollover, and consolidation options and assist participants throughout each processAssist participants in accessing their account on-line; assist in resolving retirement plan participants' requestsAssist in participant education regarding on-line functionality (i.e. on-line enrollment, transfers, loans and withdrawals)Become a stakeholder in the future of our organization by identifying process improvement opportunities to increase efficiency and effectiveness of team and still maintain an exceptional level of serviceProtect assets by adhering to all applicable regulations, policies and procedures, regulatory requirements, process requirements and established risk guidelinesProduce professional correspondence and demonstrates professional verbal communication and customer service skillsConsult with the Client Service and Admin Service teams to provide assistance as volumes dictateInvestigate and resolve participant issues and share the results with appropriate parties. Provide written instructions to involved partiesMaintain the confidentiality of the retirement plan participant to protect and insure compliance with policy and proceduresMaintain a very global level of knowledge in Retirement Plan areas (New Business, ERISA Plan Services, and Client Services) and remain familiar with daily processing requirements in these areasEffectively coordinates, joins, and/or participates in discussions. May serve on committees to improve procedures and resolve problems within teams and across the departmentOther duties as assignedSkillsH.S Diploma or GEDLess than 2 years' customer service experience and previous contact center experience requiredProficient written and oral communication skillsMust be able to manage a number of priorities at one time while working within required deadlinesProficient customer focus with excellent interpersonal skillsAbility to assume ownership and ability to work within a team environmentMust have a high level of curiosity and show willingness to learn new methods, proceduresRetirement Plans Experience preferredKnowledge of ERISA, IRS/DOL regulations, and qualified plan administrationProficiency with Microsoft Office products (Word, Excel and PowerPoint)ASPPA exams or equivalentsKnowledge of OMNI, Relius and recordkeeping systemsBilingual in Spanish and English a plusBenefits401(k) Retirement Plan with company match and quarterly contributionTuition Reimbursement and AssistanceIncentive Program BonusesCompetitive PayFlexible Hybrid workThrive Days - Personal time offPaid time off (PTO)Health Benefits: Medical, Dental, VisionHealth Savings Account (HSA) with employer contributionWell-being programs with financial rewardsEmployee assistance program (EAP)Professional development programsLeadership development programsEmployee resource groupsStrengthsFinder ProgramMatching donations programPaid volunteer time– 8 hours per monthGenerous paid maternity leave and paternity leaveFertility, surrogacy and adoption assistanceBackup child, elder and pet care supportCompany OverviewYou may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life. It was founded in 1887, and is headquartered in Lincoln, Nebraska, USA, with a workforce of 1001-5000 employees. Its website is http://www.ameritas.com.