Customer Service Payments Representative

Securian Financial

. Handle inbound customer service phone calls from retirees .

Posted 11/11/2026full-timeSaint Paul • Minnesota • United StatesMid-LevelSenior💰 $19 - $33 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in processing pension benefit payments, managing customer inquiries, and resolving payment discrepancies while maintaining accurate records. Exhibits strong organizational, communication, and problem-solving skills in a fast-paced environment.

Highest-signal resume keywords

Pension Benefit Payment ProcessingPayment Discrepancy ResolutionCustomer ServiceAttention To DetailAdaptability

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Pension ProcessingPayment ProcessingACH TransactionsDocumentation ManagementResearch Skills

Soft Skills

Customer-Focused MindsetEffective Problem-SolvingOrganizational SkillsCommunication Skills

Tools & Technologies

Multiple Systems Usage

Industry Keywords

PensionRetiree Information ManagementCustomer Requests1099 Inquiries

About the role

Key responsibilities & impact

Handle inbound customer service phone calls from retirees
Assist with pension payment inquiries, account updates, and benefit-related questions
Process pension benefit payments, including check reissues and direct deposit updates
Maintain and update retiree information, including addresses, banking information, tax withholding elections, and beneficiaries
Research and resolve payment discrepancies, ACH rejects, returned payments, and pension-related issues
Process pension death claims, review documentation, update records, determine survivor or beneficiary benefits, and ensure timely processing
Process incoming customer requests, forms, and documentation, including 1099-related inquiries
Use multiple systems to research accounts, process transactions, document activities, and maintain customer records
Collaborate with internal teams and business partners to resolve complex issues
Manage daily workloads, prioritize competing tasks, and adapt to changing business needs
Support additional pension processing activities, special projects, and team initiatives

Requirements

What you’ll need

Customer Care
Customer Handling
Customer Support
Inbound Customer Service
Strong attention to detail
Organizational and communication skills
Customer-focused mindset
Effective problem-solving and critical thinking
Adaptability and ability to manage changing priorities in a fast-paced environment
Ability to work across multiple systems
Ability to process pension benefit payments accurately and timely
Ability to research and resolve payment discrepancies, ACH rejects, returned payments, and pension-related issues
Ability to process pension death claims and determine applicable survivor or beneficiary benefits
Ability to process customer requests, forms, documentation, and 1099-related inquiries

Benefits

Comp & perks

Paid time off with additional PTO based on tenure
Parental, caregiver, bereavement, and military leave
Nine company-paid holidays
Company-funded pension plan
401(k) retirement plan with company contribution tied to performance, up to 10% of eligible earnings, with a 5% target
Medical, dental, and vision coverage from the first day of employment for associates and eligible family members
Volunteer paid time off
Dollar-for-dollar matching gift program
Associate Resource Groups
Hybrid work flexibility