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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong verbal and written communication skills while providing guidance on pension benefits and plan provisions. Capable of managing participant inquiries with attention to detail and adherence to client-specific procedures in a remote environment.
Highest-signal resume keywords
Benefits Administration ExperiencePension Services KnowledgeCustomer Service SkillsCall Center Operations ExperienceAttention To Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Basic Computer SkillsTransaction ProcessingDefined Benefit Pension Plans Knowledge
Soft Skills
Strong Verbal CommunicationExcellent Listening SkillsOrganizational SkillsTime-Management SkillsProfessional Approach
Tools & Technologies
Case Management System
Industry Keywords
Pension BenefitsClient-Specific ProceduresConfidential Information ComplianceQuality StandardsRemote Work Adaptability
About the role
Key responsibilities & impact- Assist participants with questions about pension benefits and plan provisions
- Handle inbound telephone calls, occasional outbound calls, and callbacks
- Explain pension plan options and answer participant questions
- Research inquiries and complete transactions
- Provide guidance on applicable forms and processes
- Document participant interactions accurately in the case management system
- Complete callbacks promptly and escalate issues when appropriate
- Follow client-specific procedures and meet quality, accuracy, and timeliness standards
- Protect confidential participant information and comply with company, client, privacy, and security requirements
- Complete approximately 7–8 weeks of virtual training covering systems, processes, and client-specific requirements
- Work scheduled full-time hours between 8:00 AM and 8:00 PM
Requirements
What you’ll need- Strong verbal and written communication skills
- Excellent listening skills and attention to detail
- Ability to explain information clearly and professionally
- Basic computer skills and ability to learn new systems and client-specific procedures
- Strong organizational and time-management skills
- Ability to work independently in a remote environment and adapt to multiple client requirements
- Professional, patient approach to participant service
- Reliable attendance and ability to meet established performance expectations
- Internet download speed of at least 25 Mbps
- Internet upload speed of at least 5 Mbps
- Ping of 175 ms or less
- Ability to connect to a modem/router using an Ethernet cable
- Applicants must reside in an eligible US state or municipality; hiring is unavailable in AK, AZ, CA, CT, CO, HI, IL, MA, MD, ME, MO, MT, NE, NJ, NY, RI, OR, VT, WA, and the listed metro areas
- Experience in benefits administration, pension services, customer service, call center operations, or transaction processing is helpful
- Experience with defined benefit (DB) pension plans is a plus