Client Service Representative

4 weeks ago


Palm Beach Gardens, United States Resource Centers Full time
Job DescriptionJob Description

We are seeking an on-site Client Service Representative to join our team You will be responsible for helping clients by providing retirement information.

Responsibilities:

· Receive incoming member calls and emails, including returning member calls and emails

· Handle client inquiries

· Review paperwork for completion and accuracy

· Provide information and necessary guidance

· Run retirement calculation estimates

· Document and update client records based on interactions

· Handle death notifications

· Develop and maintain a knowledge base of each clients' processes

· Filing

· Scanning

· Create meeting packets / disability packets / Projects as assigned

· Assist in responding to audit inquiries as requested

· Forward invoices for processing

· Meet with client members in person as needed

· Archive records and work on archive projects as needed

· Maintain and monitor work calendars

​Qualifications:

· Previous experience in customer service or other related fields

· Ability to build rapport with clients

· Ability to prioritize and multitask

· Positive and professional demeanor

· Excellent written and verbal communication skills

· Strong Microsoft Word, Excel and Outlook skills

* Compensation assumes no health insurance option selected

Company DescriptionThe Resource Centers have grown rapidly to become one of the largest providers of benefits and services to public employees in Florida. At the same time, we bring the added focus, incentive, and commitment to our work that only a smaller firm can provide.

The Pension Resource Center and its affiliates offer administrative services to its group employee benefit programs with added service to the individual participants. We are committed to providing the highest level of service to our clients. With every decision we make, we have one overriding purpose: To be available when our clients need us.Company DescriptionThe Resource Centers have grown rapidly to become one of the largest providers of benefits and services to public employees in Florida. At the same time, we bring the added focus, incentive, and commitment to our work that only a smaller firm can provide.\r
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The Pension Resource Center and its affiliates offer administrative services to its group employee benefit programs with added service to the individual participants. We are committed to providing the highest level of service to our clients. With every decision we make, we have one overriding purpose: To be available when our clients need us.

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