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Call Center Representative

Company: Pentegra
Location: White Plains
Posted on: February 14, 2020

Job Description:

Job Summary:
The primary function is to provide quality Customer Service to our defined contribution and defined benefit plan participants. This is a temporary position in anticipation of high call volumes when security enhancements are implemented on the participant website.

Responsibilities:


  • Successfully answer incoming telephone inquiries with an emphasis on accessing and navigating the website.
  • Troubleshoot participant's website access issues.
  • Additional inquiry responsibilities could include but not limited to, requests for general account information, concerns related to contributions and withdrawals, how to make changes to an account, and tax questions.
  • Appropriately submits requests for research and follow-up, as needed, after the initial call.
  • Assist with email correspondence to participants.

    Requirements:

    • Undergraduate Degree
    • Call Center/Customer Service experience
    • Retirement plan knowledge a plus
    • Excellent written and verbal communication skills
    • Ability to work well in a team environment
    • Must have ability to multi-task and possess problem solving skills
    • Working knowledge of Microsoft Suite (Excel, Word, Outlook)

Keywords: Pentegra, White Plains , Call Center Representative, Other , White Plains, New York

Click here to apply!

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