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Customer Service Representative for Distribution & Loan Department

The Benefit Advantage

(Remote)

Details:  The Benefit Advantage, Inc. (TBA) is an aggressively growing boutique Third Party Administration firm located in Auburn Hills, MI.  TBA offers a positive work environment that focuses on creating successful outcomes for our staff and our clients.  

Responsibilities include but are not limited to:

• Manage email and phone inquiries regarding the status of distribution and loan requests
• Identify and assess the needs of the inquirer and provide accurate, valid and complete information by using internal processes and procedures
• Follow communication procedures, including updating internal CRM system with communication details
• Prepare and distribute distribution and loan applications
• Other departmental duties as needed and assigned

Qualifications:

• 2+ years in Customer Service within the Industry
• Proficient with Microsoft Office Suite
• Proficient in using the internet
• Excellent written, verbal, active listening and interpersonal skills required
• Excellent organizational skills & task oriented
• Acute attention to detail
• Independently manage workload and prioritization of duties
• Meeting internal and external deadlines
• Commitment to excellence in providing a positive client experience
• Ability to work efficiently in a fast paced environment
• ASPPA or NIPA certificate or certification a plus, but not required.

Benefits:

• Health Insurance
• 401(k) & Cash Balance Plan
• Personal/Vacation and Flex Time
• Competitive Compensation based on level of experience

How to Apply

Please email your resume to cpauli@tba401k.com 

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