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Participant Solutions Specialist (Retirement Focus)

Wespath Benefits and Investments

in Glenview IL

Logo for Wespath Benefits and Investments

Wespath Benefits and Investments, recognized as a 2017-2021 Chicago’s Best and Brightest Companies to Work For® and a 2018-2020 National Best and Brightest Companies to Work For®, has an opportunity for a Participant Solutions Specialist in our Customer Service department in Glenview, IL.

As a Participant Solutions Specialist you’ll support our retirement plan participants by responding to questions related to our seven (7) 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, 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.

What Do We Offer?

  • Medical, dental, vision and well-being benefits from our HealthFlex Exchange on day one
  • 8% employer contribution to retirement plan with an additional match up to 2% on day one
  • 17 days of PTO + 11 paid holidays
  • First shift, Monday-Friday work schedule with opportunity for a hybrid work arrangement
  • Dress-for-Your Day dress code

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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