Medical Services Administrator

We are seeking motivated associates to support retirement plan participants with their distribution and account inquiries. This role offers the opportunity to work in a fast-paced, customer-focused environment. If you have a background in finance or retirement services and enjoy delivering exceptional customer service, we want to hear from you! This is a remote position for those that reside in = AL, FL, GA, ID, IA, IN, KS, LA, MI, MS, MO, NE, NV, NC, ND, OH, OK, PA, SC, SD, TX, TN, UT, VA, WV, WI, WYWe’re looking for individuals who are passionate about delivering exceptional customer experience!

• \1 year Previous customer service, call center, or office experience preferred
• Comfortable working with billing and account information
• Ability to navigate multiple computer systems
• Professional and empathetic approach to customer concerns
• Must be comfortable cross training on other accounts

Respond to inquiries related to retirement benefit payment issues in a fast-paced service center environmentConduct web-based training sessions for clients as neededEscalate client or customer issues to supervisors/managers when necessaryUtilize multiple applications (Amplify website, Word, Excel, Salesforce) to manage client inquiries and transactionsAccurately and thoroughly document all cases in Salesforce case managementPromote online reviews when appropriateCreate Salesforce tickets for check copies, 1099-Rs, stop/reissue of funds, and related requestsAssist with filing, record maintenance, and document imagingDevelop a strong understanding of company operations and client needsParticipate in scheduled and ad hoc training sessions to enhance knowledge and skillsProvide back-up support for participants/account holderStrong customer service skills with professionalism and empathyClear, concise, and professional telephone and written communication skillsAbility to instill customer confidence in Client's products and services while de-escalating challenging callsQuick learner, able to navigate between proprietary and commercial systems to support benefit-related data and websitesAttention to detail when documenting in case management systemsCapacity to identify process failures and recommend improvementsProficiency in Salesforce (or other CRM), Microsoft Office (Excel, Word, Outlook)

• Equipment Provided
• Must have verified internet service(secure, reliable and dedicated high speed is required to support business needs) and an established dedicated work area (desk, chair, electrical outlet, direct LAN connection.)

\Shift differential (extra $1/hr nights & wkds)Paid Training - typically 1 week from 7:00am-4pm (MST)Status - Full Time / 40 hours per week