Are you passionate about delivering exceptional customer service and helping individuals plan for their retirement? Do you thrive in a fast-paced, team-oriented environment where no two days are the same? If so, we encourage you to apply for the Experienced Customer Service Representative – Retirement Plan Services role at careerzynith, where you'll have the opportunity to make a meaningful impact on people's lives.
**About careerzynith**
careerzynith is a leading provider of financial services, helping individuals and families plan, protect, and retire with confidence. With a rich history dating back to 1905, we've built a reputation for excellence, innovation, and customer-centricity. Our team of dedicated professionals is committed to empowering our customers to take charge of their financial futures, and we're looking for talented individuals like you to join our mission.
**The Role**
As an Experienced Customer Service Representative – Retirement Plan Services, you'll be the primary point of contact for individuals who have questions or concerns regarding their retirement plan. You'll serve as a subject matter expert, educating customers about their plan and providing exceptional service to create a positive experience. This role offers a unique opportunity to gain insight into the world of retirement plan operations, develop new skills, and advance your career through a defined career pathing and development program.
**Key Responsibilities**
* Answer inbound calls, respond to email correspondence, and engage with customers through various channels to address their service inquiries and concerns
* Work in a fast-paced, highly structured, team-oriented environment with a diverse group of employees focused on meeting the needs of the company and our customers
* Meet and/or exceed all established key performance goals, including call metrics and quality
* Build rapport with and educate customers about their retirement plan, researching multiple systems, databases, platforms, and software to provide accurate and detailed information
* Demonstrate professionalism and maintain composure in the face of high call volume, shifting priorities, and rapid change
* Identify and recommend process improvements and organizational initiatives to positively influence the team and quality
**Training and Development**
* Receive comprehensive training in the Fort Wayne, IN office, led by dedicated trainers and a cohort of peers and managers
* Develop foundational knowledge to excel in a career with careerzynith
* Participate in a defined career pathing and development program to advance your career and gain new skills
**Requirements**
* High School Diploma or GED
* 0-1+ years of general experience (does not need to be directly related to the position)
* Strong written and verbal communication skills
* Ability to work with others in a fast-paced, team environment
* Ability to quickly learn complex systems and product knowledge
* Ability to navigate through multiple systems/databases/platforms/software while engaging in customer conversations
* Ability to be adaptable/flexible as business needs change
* Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
**Preferred Qualifications**
* Associate's degree/post-secondary education
* 2+ years of previous service industry and/or financial services experience
* Previous remote/work from home experience
* Passion for helping, servicing, and educating others and the desire to build rapport during each interaction
* Ability to research and problem solve, while providing outstanding customer service
* Strong analytical skills with the ability to multi-task while maintaining strict attention to details to adhere to policies, procedures, and guidelines
* Solid relationship management skills with customers, management, peers, and colleagues
**Work Environment and Culture**
* Work in a hybrid/flexible environment, with the option to work from home and use the office for in-person collaboration
* Collaborate with a diverse group of employees who share a passion for delivering exceptional customer service
* Participate in a company culture that values unique perspectives, insights, and contributions, and invests in programs that empower each employee to take charge of their own future
**Compensation and Benefits**
* Competitive hourly rate of $19.42, with opportunities for advancement and increased compensation
* Comprehensive benefits package, including health insurance, 401(k) matching, and paid time off
* Opportunities for professional development and career growth through a defined career pathing and development program
* Recognition and rewards for outstanding performance and contributions to the team
**How to Apply**
If you're a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for the Experienced Customer Service Representative – Retirement Plan Services role at careerzynith. Please submit your application through our website, and we'll be in touch to discuss your qualifications and next steps.
**Equal Opportunity Employer**
careerzynith is an equal opportunity employer and is committed to creating a diverse and inclusive work environment. We welcome applications from qualified candidates of all backgrounds and perspectives.