Customer Service Specialist I

1 month ago

Salt Lake City Utah, United States Utah Retirement Systems Full time
About The Company:
Utah Retirement Systems (URS) provides benefits for state and other Utah public employees.  It has two divisions.  The Retirement Office administers pension and retirement savings plans.  PEHP specializes in medical, dental, life, and other benefits.

Job Description:
POSITION SUMMARY

 

Acts as front-line contact for receiving and responding to incoming department calls and walk-ins. Performs a variety of duties to deliver day-to-day services of the Defined Benefit Department. Answers questions and assists members with the application process for all Utah Retirement Systems (URS) and the Utah Governors and Legislative Retirement Plan.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES

Educates members on pension qualifications to retire and how to start the retirement process. Answers questions regarding eligibility, vesting, and the differences between the systems.

Assists individuals visiting the Office and answers incoming calls from members, employers, attorneys, and financial planners in a timely and courteous manner.

Takes requests from members for retirement estimates and determines if members are eligible for retirement. Makes appointments for members to meet with an advisor to review benefits and/or complete retirement paperwork.

Educates members on website navigation. Troubleshoots website account issues including setup, password resets and deletions along with other various website issues.  Assists members making changes through the website.

Assists members in completing retirement forms. Processes, completes, and assures accuracy of retirement applications, direct deposits, address changes, and tax withholding changes.

Explains the consequences of refunding retirement contributions and takes requests from members to start the refund process.

Prepares verification of income letters for members or financial institutions.

Manages and distributes department faxes.

Approves the preliminary report for refund and death benefit checks.

Covers the retirement department reception desk on a rotating basis.

Achieves productivity and quality guidelines established by department standard.

Maintains strict confidentiality.

Performs other related duties as required.

Required Experience:
Education and Experience

High School diploma and one (1) year of progressively responsible experience performing clerical duties, customer service, data entry or similar duties; or an equivalent combination of education and experience.

 

Knowledge, Skills, and Abilities

This list contains knowledge, skills, and abilities that are typically associated with the job. It is not all-inclusive and may vary from position to position:

 

Required technical skills include the knowledge and ability of:

Computer operations and technical software applications.

Microsoft Office Suite.

Operating a 10-key calculator.

Imaging process.

Required mathematical skills include working knowledge of:

Basic knowledge of accounting and bookkeeping.

Mathematical concepts and logic.

Performs basic mathematical formulas and calculations.

Must possess excellent communications skills:

Interpersonal conflict resolution method.

Editing and proofreading.

Effectively promote organization and services offered.

Interpersonal communication theory and methods.

Communicate effectively verbally and in writing.

Must have the ability to:

Follow written and verbal instructions.

Apply critical thinking techniques.

Analyze and solve problems.

Prioritize work.

Perform within deadlines.

Ability to stay focused despite interruptions.

Deal with stress caused by deadlines, high call volume and the ability to handle difficult calls.

Work well in a team environment as well as independently.

Memory for details.

 

The incumbent must always demonstrate judgment, high integrity, and personal values consistent with the values of URS.

 

Work Environment

Incumbent performs in a typical office setting with appropriate climate controls. Tasks require a variety of physical activities which do not generally involve muscular strain, but do require activities related to walking, standing, stooping, sitting, reaching, talking, hearing and seeing. Common eye, hand, finger dexterity required to perform essential functions. 

  • Customer Advocate Spec I

    7 days ago

    Salt Lake City, United States University of Utah Full time

    Customer Advocate Spec I Job Summary Position Summary: This is an entry level position that supports one scheduling team and/or one referral rotation. The Customer Advocate Specialist I (CAS I) will learn the essential Electronic Medical Record...

  • Customer Service Specialist

    3 weeks ago

    Salt Lake City, United States The Judge Group Full time

    The Judge Group is an international leader in business technology consulting, talent solutions, and learning and development.One of our top financial services clients is looking for a Customer Service Specialist.Job Title: Customer Service SpecialistLocation: Salt Lake City, UTWork Environment: Onsite 30 days during training, then hybrid remote/onsite. It is...

  • Customer Service Specialist

    3 weeks ago

    Salt Lake City, United States The Judge Group Full time

    The Judge Group is an international leader in business technology consulting, talent solutions, and learning and development.One of our top financial services clients is looking for a Customer Service Specialist.Job Title: Customer Service SpecialistLocation: Salt Lake City, UTWork Environment: Onsite 30 days during training, then hybrid remote/onsite. It is...

  • Operations - Customer Service Specialist

    7 days ago

    Salt Lake City, United States Strategic Staffing Solutions Full time

    STRATEGIC STAFFING SOLUTIONS HAS AN OPENING! Strategic Staffing Solutions is currently looking for a Customer Service Specialist for a contract opening with one of our largest clients! This is a Contract Opportunity with our company that

  • Customer Service Specialists

    16 hours ago

    Salt Lake City, United States Zele Cloud Full time

    Title: Customer Service Specialists (brokerage specialists)Location of Position: Charlotte, NC , St. Louis, MO, Salt Lake City, UT Schedule: One week in office, one-week remote rotating. Any 8-hour shift between 7-7 pm.Length: 6-24 months Ideal Start Date: ASAP Interview: No official interview with HMAnswer multiple questions in a video provided by hiring...

  • Customer Service Collector

    2 weeks ago

    Salt Lake City, United States City of Salt Lake City Utah Full time

    May rotate between specialties within the Customer Service and Billing divisions including field and clerical office work. Answers telephones and meets with customers to receive documents, process and resolve complaints. Proficient in utilizing the d Customer Service, Utilities, Investigator, Collector, Specialist, Service, Retail

  • Customer Service Specialist

    3 weeks ago

    Salt Lake City, Utah, United States Salt Lake County Full time

    Job Description: JOB SUMMARY Provides public service in the circulation area to register and issue library cards, check out materials, accept payments for fines and fees, handle inquiries and resolve customer account problems.  Fills and processes holds and performs a variety of other clerical tasks.   MINIMUM QUALIFICATIONS One year of related work...

  • Series 7 Customer Service Specialist

    4 weeks ago

    Salt Lake City, United States Strategic Staffing Solutions Full time

    This is a Contract Opportunity with our company that MUST be worked on a W2 ONLY, NO visa sponsorship or C2C eligibility for this position. The details are below.Job Title: Customer Service Specialist Contract: 6 Months Location: Salt Lake City, UT Job/Role Description:Participate in low to moderately complex initiatives and identify opportunity for process...

  • Series 7 Customer Service Specialist

    4 weeks ago

    Salt Lake City, United States Strategic Staffing Solutions Full time

    This is a Contract Opportunity with our company that MUST be worked on a W2 ONLY, NO visa sponsorship or C2C eligibility for this position. The details are below.Job Title: Customer Service Specialist Contract: 6 Months Location: Salt Lake City, UT Job/Role Description:Participate in low to moderately complex initiatives and identify opportunity for process...

  • Brokerage Operations Customer Service Specialist

    1 week ago

    Salt Lake City, United States Motion Recruitment Full time

    Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Customer Service Specialist in Salt Lake City, UT (Hybrid). Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package! Our client has been...

  • Customer Service Specialist

    1 day ago

    Oklahoma City, Oklahoma, United States Service Experts Full time

    This job was posted by : For more information,please see: Why You Should Jointhe Service Experts Team?Our team consists of the very best; we believe in doing what is rightfor our customers and our employees. We provide our employees with thetraining, support and an opportunity for unlimited professional growth.Join us and become an EXPERTService Experts...

  • Customer Service Representative

    8 hours ago

    Salt Lake City, United States Resource Innovations Full time

    Resource Innovations is seeking Customer Service / Data Entry Specialists to provide processing and customer support for multiple clients throughout the nation. If you agree that climate change is one of the biggest issues facing the world today and want to be able to do something contribute to climate change mitigation, then working for Resource Innovations...

  • Customer Service Specialist

    2 weeks ago

    Salt Lake City, Utah, United States Salt Lake County Full time

    Job Description: JOB SUMMARY Provides public service in the circulation area to register and issue library cards, check out materials, accept payments for fines and fees, handle inquiries and resolve customer account problems.  Fills and processes holds and performs a variety of other clerical tasks.   MINIMUM QUALIFICATIONS One year of related work...

  • Customer Service Specialist

    1 day ago

    Salt Lake City, United States Collabera Full time

    Job DescriptionJob DescriptionPosition Details:Position: Associate Customer Service RepresentativeIndustry: Banking/Financial ServicesJob duration: 3+ months (Possible Extension) CTHShift: Monday - Friday (8 AM - 4:30 PM MST)Location: Salt Lake City, UT 84116Pay Rate: $18/hourRoles and Responsibilities:Support customers with inquiries on financial...

  • Customer Care Specialist

    23 hours ago

    Salt Lake City, United States Serenity Healthcare, LLC Full time

    Customer Care Specialist Onsite - Holladay, UT Learn how healthcare should be delivered - help people - build a career - no healthcare experience required. Through an innovative approach and patient-centered care, we are revolutionizing the field of healthcare by providing patients with access to TMS treatment. We are seeking a Customer Care Specialist for...

  • Specialist I, Experiential Learning Placement

    2 weeks ago

    Salt Lake City, United States Nightingale College Full time

    Position Summary Specialist I, Experiential Learning Placement will support experiential learning placements by verifying clearance determinations as established by higher-level specialists and provide operational and administrative support to ensure all experiential learning sites have complete documentation for placements. Essential Function and...

  • Customer Care Specialist

    1 day ago

    Salt Lake City, United States Serenity Healthcare Full time

    Job DescriptionJob DescriptionCustomer Care Specialist  Onsite – Holladay, UT Learn how healthcare should be delivered – help people – build a career – no healthcare experience required. Through an innovative approach and patient-centered care, we are revolutionizing the field of healthcare by providing patients with access to TMS treatment. We...

  • Customer Care Specialist

    1 day ago

    Salt Lake City, United States Serenity Healthcare Full time

    Job DescriptionJob DescriptionCustomer Care Specialist  Onsite – Layton, UT  Learn how healthcare should be delivered – help people – build a career – no healthcare experience required. Through an innovative approach and patient-centered care, we are revolutionizing the field of healthcare by providing patients with access to TMS treatment. We...

  • Patient Support Specialist

    2 weeks ago

    Salt Lake City, United States Serenity Healthcare Full time

    Job DescriptionJob DescriptionPatient Support SpecialistDo you have previous customer service experience, and do you enjoy making an impact? We are seeking a Patient Support Specialist for our Layton, UT office. The primary responsibility is to administer TMS (Transcranial Magnetic Stimulation) treatment and to provide excellent customer experience through...

  • Patient Support Specialist

    4 hours ago

    Salt Lake City, United States Serenity Healthcare, LLC Full time

    Patient Support Specialist Do you have previous customer service experience, and do you enjoy making an impact? We are seeking a Patient Support Specialist for our Layton, UT office. The primary responsibility is to administer TMS (Transcranial Magnetic Stimulation) treatment and to provide excellent customer experience through empathy and sensitivity. The...