Experience Inc. Jobs

Description/Job Summary

This job description is intended to provide a general description of the duties and responsibilities of the classification/position described below. It is not intended to establish limitations or restrictions on the duties of the employee occupying the classification/position as these duties and responsibilities may be changed, modified or adjusted at any time by management.

Responsibilities/Duties

Perform Administrative tasks necessary to complete job functions

Respond to telephone inquiries through the call center regarding United States and Canadian pension and annuity plans

Provide data entry support by updating participant, survivor, beneficiary, and employer information

Interact an assist participants, survivors, beneficiaries, and employers in a professional and courteous manner.

Engage in telephone contact with and respond to inquiries from outside parties including but not limited to financial institutions, third party vendors, union representatives, and legally appointed representatives while focusing on first time call resolutions.

Maintain records of telephone inquiries and services provided in V3

Review work-flows for United States and Canadian pension application processes, including but not limited to reviewing of application documents, verifying receipt of appropriate documentation with accuracy, and notifying of missing documents. Request written communication or follow up to applicants as needed.

Initiate responses to document requests

Provide support services on administrative matters and special projects as assigned

Train others in performing the responsibilities of this classification, when requested.

Perform all duties and responsibilities, as assigned by supervisor.

Required Skills

Ability to comprehend Pension and Annuity plan rules and definitions

Strong interpersonal and customer-oriented communication skills and the ability to work effectively with active, retired, and terminated participants

Ability to work efficiently in a high demand, team oriented, and fast-paced environment

Ability to multitask and work on multiple tasks with accuracy

Intermediate knowledge of Microsoft Office Suite 7

Ability to follow processes

Pleasant phone demeanor and interpersonal skills

Punctuality and good attendance

Foster teamwork and display positive attitude

Respect of others in the workplace

Maintain participant/Fund Office confidentiality

Required Experience

College level education and/or minimum of two (2) years office experience to include customer service background.

Knowledge of employee benefits/pension industry preferred

Proficiency in general computer use; use of Microsoft Word and Excel applications

Sound grammatical skills

Preferred Experience

• Fluency in Spanish strongly preferred

• Call center background preferred

Required Education

College level education and/or minimum of one (2) year's office experience to include customer service background

Details

• Use of the computer for approximately 90% of the day. Forty (40) hours will constitute the regular work week. The working hours will be (8) with 30 minutes or 1-hour unpaid lunch break. Flex start time window applicable (7:00 AM - 8:30 AM). However, flex window hours are subject to change to assigned start time(s) based on departmental needs.