Participant Support Service Representative

Fresno, CA

Full Time

Entry Level

This role is in office with a starting pay of $20.00 per hour

Position Summary

Nexus is one of the largest retirement plan administrators within California. We offer all of the passionate customer service you get with a small organization paired with the efficiency of state-of-the-art and automated administration. Our team is growing every week, and we need some help.

The Participant Support Services Representative will multi-task, prioritize, and effectively communicate the Retirement Plan Benefits of each participant they speak with on the phone. A qualified candidate will be able to nurture and advocate for each diverse individual they encounter and demonstrate competence and expertise in the benefits we offer.

Essential Functions

Projects include:
- Benefit processing for terminated participants.
- Loan documents for active participants.
- In-service distributions for active participants.
- Post administration distributions to non-responsive participants.

Duties related to processing:
- Taking calls from active or terminated participants regarding all benefit processing.
- Making calls to participants and plan contacts regarding all benefit processing.
- Accessing Vendor websites for balances and participant data.
- Accessing Datair/FTW for balances and participant data.
- Accessing PenChecks for balances and participant data.
- Calendar follow up functions (for example, force out, cleanup of non-responders, etc.).
- Creating Excel spreadsheets as needed for monitoring progress of projects.
- Uploading Back up and pertinent documents related to benefit processing.
- Follow up with PenChecks for reporting necessary to complete administration projects.
- Corresponding with administration teams for clarification of projects and/or issues.

Requirements

Excellent written/verbal and mathematical skills.
Involve Manager/Supervisor as needed to resolve technical, service, and compliance issues to ensure client satisfaction without jeopardizing regulatory requirements and service standards.
Must be a team player, exhibit a good work ethic.
Initiative, creativity, and energetic active engagement in all work responsibilities.
Able to learn quickly on the job.
Assisting the client with the completion of the proper documents to process their distribution.
Expected to be flexible and adaptable while working in a fast-paced environment.
Have discretion regarding the sensitive information regarding distributions and personal information.
Demonstrated professional business skills and demeanor.
Excellent problem solving and decision-making skills.
Strong organizational and research skills.
Displaying outstanding professionalism and etiquette when interacting with clients and staff members.
Good telephone manners/skills.
Self-motivated, and organized.
A positive, friendly, and outgoing attitude required.
Reliable, responsible, honest, and trustworthy.
Professional attitude and professionalism.

Please visit our career page and apply directly: www.naviabenefits.com/workatnavia

Not all positions allow for remote work, but those that do will only be available in the following states: AZ, CA ,CO, FL, GA, IL, IN, KS, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, TN, TX, UT, AND WA

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Participant Support Service Representative

Position Summary

Essential Functions

Requirements

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