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Finance
Location: US-CO-Denver
Jobcode: 536472edd2dc0ed3f229a3e030385bcc-122020
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- Answering inbound calls from existing and new plan participants, employers, and third party specialists
- Providing technical support navigating web platform
- Guiding external customers through the propriety web-based Software System
- Help clients through password resets.
- Provide general account information and educate participants on questions and available options related to contributions, withdrawals and product information
- Process distributions, loans and general account changes upon direction from participant as allowed by plan provisions
- Assist participants through the navigation of the automated voice response system and participant website
- Submit requests for research and follow-up if needed after the initial call. May be required to make outbound calls if necessary
- Review, comprehend and implement all new communication regarding plan updates and changes
- Attend meetings and coaching sessions as required
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