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Participant Solutions Specialist - Level 1

Wespath Benefits and Investments

in Glenview IL

Logo for Wespath Benefits and Investments

Participant Solutions Specialist – Level 1

Do you want to work for a company who lives into their values of integrity, mutual respect, and teamwork?

Do you want to help others while working for a company making an impact on environmental, social and governance issues?

Wespath Benefits and Investments, recognized as a 2017-2022 Chicago’s Best and Brightest Companies to Work For® and a 2018-2021 National Best and Brightest Companies to Work For®, has an opportunity for a Participant Solutions Specialist in our Customer Service department.

As a Participant Solutions Specialist you’ll support our retirement plan participants by responding to questions related to our six (6) retirement plans. In addition, you’ll process benefit administration tasks for participants and plan sponsors helping to ensure our participants are ready for retirement.

More specifically, as a Participant Solutions Specialist you will have the opportunity to:

  • Drive customer satisfaction by answering incoming inquiries via phone or email and processing tasks in a manner that meets or exceeds service level targets.
  • Process basic participant and plan sponsor requests (e.g. forms processing, application for benefits requests).
  • Accurately interpret and update participant indicative data and account information.
  • Meet individual performance measures for key metrics such as schedule adherence and task processing.
  • Document and close calls and create workflow/case management follow-up as needed.
  • Understand participant needs and troubleshoot for resolution by using the appropriate support tools and escalate/refer calls as appropriate.

Participant Solution Specialist Compensation and Benefits

  • Compensation starting at $47K and up + a bonus opportunity
  • Medical, dental, vision and well-being benefits from our HealthFlex offering on day one
  • 8% employer contribution to retirement plan with an additional match up to 2% on day one
  • 17 days of PTO + 12 paid holidays
  • Free financial planning assistance from EY
  • First shift, Monday-Friday work schedule
  • Work from home unless there is a need to be in the office for example for training

Minimum Requirements/Qualifications:

  • Associates Degree or equivalent work experience
  • 1 year of customer service experience resolving customer inquiries and issues
  • Past experience navigating between multiple applications
  • Proficient oral and written communication skills
  • Ability to learn and understand complex plan designs and administration systems
  • Basic Excel skills

Preferred Requirements/Qualifications:

  • Bachelor’s Degree
  • Contact center experience
  • Knowledge of Defined Contribution, Defined Benefit, 401(k) or 403(b) Pension Plans
  • Knowledge of Welfare Plans

How to Apply

Apply Now

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