Customer Specialist

• Handle inbound calls and provide financial education
• Answer complex questions about investment and payment options available to plan participants
• Offer guidance on appropriate tools and services
• Provide information and guidance about plan distributions, loans, investment choices, and specific plan rules
• Work independently to troubleshoot and research issues and develop solutions
• Process transactional support for plan participants
• Focus guidance on qualified and non-qualified retirement plan benefits

Defined Contribution Customer Solutions Specialist

• Train and guide new accounts through implementation and adoption of ePayPolicy’s services
• Deliver virtual presentations, product demos, walkthroughs, and Q&A sessions
• Educate customers and employees on ePayPolicy’s products and services
• Facilitate new-hire orientation sessions and ensure completion of onboarding training
• Understand customer context and goals and provide relevant product information
• Coordinate onboarding for new employees and provide necessary information and resources
• Create and provide materials covering best practices and product adoption
• Collaborate with the Sales team to deliver efficient, robust onboarding
• Identify opportunities to improve the customer and employee experience
• Address concerns and answer questions from new customers adopting electronic payments
• Identify additional products that can support customer adoption and maximize payments
• Make outbound calls to customers who have not completed training or need to reschedule

Customer Enablement Specialist

• Handle inbound calls and provide financial education on complex retirement-related questions
• Answer questions about investment and payment options available to plan participants
• Offer guidance on appropriate tools and services
• Provide information and guidance around the effects of plan distributions, loans, investment choices and specific plan rules
• Work independently to troubleshoot and research issues and develop solutions
• Process transactional support for plan participants
• Provide guidance on qualified and non-qualified retirement plan benefits

Customer Specialist jobs in Texas

Defined Contribution Customer Solutions Specialist

Customer Enablement Specialist

Defined Contributions Customer Solutions Specialist