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Participant Support Service Representative
Participant Support Service RepresentativeNavia Benefit Solutions • Fresno, CA, US
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Participant Support Service Representative

Participant Support Service Representative

Navia Benefit Solutions • Fresno, CA, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

This role is in office with a starting pay of $20.00 per hour Position Summary Nexus is one of the largest retirement plan administrators within California.

We offer all of the passionate customer service you get with a small organization paired with the efficiency of state-of-the-art and automated administration.

Our team is growing every week, and we need some help.

The Participant Support Services Representative will multi-task, prioritize, and effectively communicate the Retirement Plan Benefits of each participant they speak with on the phone. A qualified candidate will be able to nurture and advocate for each diverse individual they encounter and demonstrate competence and expertise in the benefits we offer. Essential Functions Projects include:

  • Benefit processing for terminated participants.
  • Loan documents for active participants.
  • In-service distributions for active participants.

Post administration distributions to non-responsive participants. Duties related to processing:

  • Taking calls from active or terminated participants regarding all benefit processing.
  • Making calls to participants and plan contacts regarding all benefit processing.
  • Accessing Vendor websites for balances and participant data.
  • Accessing Datair/FTW for balances and participant data.
  • Accessing PenChecks for balances and participant data.
  • Calendar follow up functions (for example, force out, cleanup of non-responders, etc.).
  • Creating Excel spreadsheets as needed for monitoring progress of projects.
  • Uploading Back up and pertinent documents related to benefit processing.
  • Follow up with PenChecks for reporting necessary to complete administration projects.
  • Corresponding with administration teams for clarification of projects and/or issues. Requirements Excellent written/verbal and mathematical skills.
  • Involve Manager/Supervisor as needed to resolve technical, service, and compliance issues to ensure client satisfaction without jeopardizing regulatory requirements and service standards.
  • Must be a team player, exhibit a good work ethic.
  • Initiative, creativity, and energetic active engagement in all work responsibilities.
  • Able to learn quickly on the job.
  • Assisting the client with the completion of the proper documents to process their distribution.
  • Expected to be flexible and adaptable while working in a fast-paced environment.
  • Have discretion regarding the sensitive information regarding distributions and personal information.
  • Demonstrated professional business skills and demeanor.
  • Excellent problem solving and decision-making skills.
  • Strong organizational and research skills.
  • Displaying outstanding professionalism and etiquette when interacting with clients and staff members.
  • Good telephone manners/skills.
  • Self-motivated, and organized.
  • A positive, friendly, and outgoing attitude required.
  • Reliable, responsible, honest, and trustworthy.
  • Professional attitude and professionalism.

Please visit our career page and apply directly:

  • www.naviabenefits.com/workatnavia Not all positions allow for remote work, but those that do will only be available in the following states: AZ, CO, FL, GA, IL, IN, KS, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, PA, SD, TN, TX, UT.
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Participant Support Service Representative • Fresno, CA, US

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