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, CA ,CO, FL, GA, IL, IN, KS, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, TN, TX, UT, AND WA

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