Retirement Horizons, Inc. is looking for a Customer Service Representative for The Woodlands, TX office. The role’s primary responsibility is to provide callers with world class customer service with questions regarding their financial
retirement plans (pension and 401(k). This includes reviewing customer’s personal account information as well as communicating specific plan provisions concerning their benefits. The role requires excellent verbal and written
communication skills with customers, clients, financial advisors and other team members. The role will also include off-phone time to perform other duties such as entering retirement benefit data through online trust sites and other
Answer phone calls in a call center environment.
Provide accurate plan specific information to resolve customer questions about their benefits.
Provide information to
callers about Defined Contribution and Deferred Benefit plan rules.
Walk participants through website transaction processes
Proactively works on projects and other activities during low call volumes
Performs other job related
duties or special projects as assigned.
Passion for Customer service with great communication and problem solving skills
Minimum of 1-2 years of call center experience
retirement benefit services preferred
High school diploma or equivalent required
College degree preferred
Fluency in English is required (Spanish bilingual preferred)
Demonstrates excellent attendance, punctuality and time management
Proficient with Microsoft Office (Excel, Word, Outlook) and ability to learn different software platforms and applications.
Ability to maintain accuracy while
multitasking and focus to meet deadlines
Conveys a professional and positive attitude while interacting with customers, clients and internal team members.
Ability to accept and implement coaching and feedback to reach individual and team
Full time position in a professional, smoke-free call center environment. Must pass drug test and state, federal and criminal background check. Benefits include medical, dental, vision, paid time off and 401(k)