Customer Service Representative
- Source: LinkedIn
- Prodware Solutions
- Remote
- United States
- Mid level
Job Description
Customer Service Representative
Duration: 12+ Months Contract
Location: 100% Remote
Multiple roles
Interview: Only 1 round on Microsoft Teams (Video). Interviews will have been started.
Start Date: 16th Nov 2026.
Equipment will be provided.
Training:
3-4 weeks online training program. - paid
No leaves while on training
Shifts - EST TimeZone. Rotational shift
Skills:
Looking for someone with high call volume call center environment resolving queries related to products like education Plans, Health Savings Plans, employee retirement plans, 401(k), 403(b), benefits, etc. in a banking/financial/Insurance background.
The Benefit Disbursement Customer Service Representative is responsible for providing exceptional service to clients by addressing their inquiries related to retirement plan payments. This role involves handling both periodic and non-periodic payments, performing check reconciliations, and assisting with tax processing. The representative will work closely with various departments to ensure accurate and timely processing of all requests. Strong communication skills, attention to detail, and a commitment to client satisfaction are essential for success in this role.
Responsibilities:
Responding to client inquiries regarding retirement plan payments, including periodic and non-periodic payments.
Assisting clients with understanding their payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals.
Reprinting tax forms, verifying current record information, sending change request forms to participants as requested.
Skills
- microsoft-teams
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