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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 accurate information regarding pension plans and participant inquiries. Capable of navigating computer systems and adhering to established procedures in a remote work environment.
Highest-signal resume keywords
Benefits Administration ExperienceDB Pension KnowledgeCall Center OperationsAttention to DetailOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Pension Plan ProvisionsTransaction ProcessingCase Management SystemClient-Specific ProceduresDefined Benefit Pension Plans
Soft Skills
Verbal CommunicationWritten CommunicationTime ManagementProfessionalismListening Skills
Tools & Technologies
Computer SystemsCall Center Software
Industry Keywords
Pension ServicesParticipant ServicesConfidentialityPrivacy PoliciesSecurity Standards
About the role
Key responsibilities & impact- Provide clear and accurate information regarding applicable pension plan provisions
- Respond to participant inquiries through inbound telephone calls and some outbound calls
- Research and address client-specific participant questions while following established procedures
- Complete transactions related to participant inquiries with limited supervision
- Meet established timeliness, accuracy, quality, and productivity standards
- Document participant interactions with detailed and accurate notes in the case management system
- Complete participant callbacks and escalate issues when appropriate
- Follow call center metrics, procedures, and guidelines
- Explain participant forms and provide guidance on completing them
- Adapt to multiple clients’ requirements and procedures
- Maintain confidentiality and security of participant and client information
- Follow company, client, privacy, and security policies and standards
- Perform other duties as assigned
Requirements
What you’ll need- Strong verbal and written communication skills
- Excellent attention to detail and accuracy
- Ability to listen carefully, understand participant questions, and provide clear explanations
- Ability to navigate computer systems and learn new software, processes, and client-specific procedures
- Strong organizational and time-management skills
- Ability to work independently in a remote environment
- Ability to manage multiple client requirements and processes
- Ability to maintain professionalism and composure when assisting participants
- Ability to meet established performance, quality, and productivity expectations
- Reliable attendance and punctuality
- Previous experience in benefits administration, pension services, customer service, call center operations, or transaction processing is helpful
- DB pension experience
- Experience with defined benefit pension plans is a plus
- Knowledge of DB pension processes, terminology, or participant services can help you succeed