Alliance Benefit Group
JOB SUMMARY:
MP’s client is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over 3 million participants nationally in the K-12, Corporate and Government markets. We are looking to hire a full-time remote Distribution Specialist (Customer Service/Retirement Specialist) paying up to $50,000 per year depending on experience.
Under minimal supervision, the Distribution Specialist will establish payments from a variety of retirement plan types, ensuring accurate processing of benefits to recipients. This role will also provide excellent customer service, timely and professional responses to plan sponsors, plan consultants, vendors, and participants on a daily basis.
ESSENTIAL RESPONSIBILITIES:
Customer Service Delivery via inbound/outbound telephone conversations with an emphasis on a high level of service delivery that is completed in a timely and accurate manner.
Responsible for receiving and processing participant requests, adding records to the distribution system.
Researches and resolves participant and payment issues and communicates the results to the participant and/or plan sponsor.
Provides Administrative support and ensures a superior level of customer service is provided, by serving as primary person for communication with plan sponsor or plan consultant on all matters related to distribution detail.
Answers verbal and written inquiries concerning distributions in a prompt, efficient and professional manner.
Provides timely and appropriate resolution to inquiries and problems, soliciting necessary information.
Reviews and analyzes participant requests from a variety of source documents, ensuring accuracy and compliance with established policies, procedures and regulations.
Clarifies incomplete or inaccurate forms by reviewing information provided with participant and/or plan sponsor and receiving corrections as needed.
Reviews and distributes a variety of communications.
Responds to inquiries on all documents regarding regulatory issues, tax form reporting, form completion and implementation.
Performs all functions to provide superior customer satisfaction levels while meeting certain established processing goals.
Responsible for processing customer transactions by coding, verifying, and posting data to applicable systems from a variety of source documents.
ROLE QUALIFICATIONS:
Education: High School Diploma or GED
Experience:
1+ year of previous data-entry processing experience (required)
1-2+ years of customer service experience (preferred).
Knowledge/Skills:
Knowledge of the retirement plan industry and/or financial services (highly preferred).
Tech Savvy with experience in excel/spreadsheet applications.
Excellent customer service including verbal and written communication skills.
Ability to prioritize workload, meet operational deadlines and adhere to firm guidelines.
Ability to manage multiple client accounts and projects.
Proactive problem-solving skills, attention to detail and strong analytical ability required.
ABOUT OUR CLIENT:
MP’s client is a technology-focused, independent national financial services firm specializing in employee benefits and employer-sponsored retirement plans for public school, governmental, corporate, union, and non-profit employers.
We vigorously support the success of each Partner Firm by providing valuable resources to employ them to deliver superior services while developing and growing their independent firms. This Partner Firm is one of New England’s largest private pension consulting and third-party administration firms. This firm helps other businesses with a comprehensive and cost-effective Defined Contribution and Defined Benefit plan for their businesses. They have been in business for over 25 years and built on the traditions of quality, trust, reliability, and timeliness.
ADDITIONAL INFORMATION:
Location: Fully Remote or Hybrid position (Farmington, CT) depending on preference from the candidate. We are welcoming candidates who are not local to Farmington, CT so long as they can work remotely within the United States. If you are local to Farmington, CT and prefer a Hybrid working model you would only be required to come in as needed.
Compensation Expectations: $19 – $24 per hour ($39,520 – $49,920 per year). Hourly paid position.
Benefits: Medical, Dental, Vision, PTO, 13 Paid Holidays, and more! Benefits start on the 1st day of the month following the hire date.
Interview Process: 2 – 3 step interview process with quick feedback!
Alliance Benefit Group
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