Call Center Associates — Insurance firm

QUALIFICATIONS

• Education and experience:
  • At least a Senior High School diploma with 1 year of BPO experience handling inbound calls and email; or
  • A bachelor’s degree and at least 6 months of BPO experience handling inbound calls and email
  • Financial and Salesforce background and experience are a plus
• Excellent written and spoken English communication skills
• Basic technical skills—proficient on the Internet, email, CRM, and Windows applications
• A critical thinker with good analytical skills and attention to detail
• Flexible and able to work in a fast-paced, team-oriented environment
• Effective organization and time management skills
• Upbeat, positive, kind, and empathetic personality
• Must be willing to work 100% on-site on the night shift
• Can start immediately

RESPONSIBILITIES

• Provide assistance to US-based retirement beneficiaries over the phone and via email
• Identify contribution errors, missed deferral opportunities, and employees across various beneficiary statuses
• Proactively communicate operational and system issues promptly
• Collaborate with program members to resolve customer inquiries and operational projects