Retirement Plan Specialist-Call Center

  • Location
    St. Petersburg, Florida
  • Salary
  • Category
    Customer Service
  • Job reference:
  • Job type
    Contract/Temp to Hire

Accounting Principals is hiring for a Retirement Plan in St. Petersburg, FL. The ideal candidate will have minimum 2 years of relevant call center experience, experience with benefits is a plus!

  • Answers and responds to phone and email inquiries regarding issues
  • Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements Interprets rules and regulations by applying retirement plan knowledge
  • Processes financial transactions accurately
  • Conducts audits of account activity to ensure transactions meet regulatory compliance Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution
  • Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources resolving issues related to benefit plans (FSA, medical, dental, vision, disability, 401(k)
  • Communicates, researches and resolves issues with other internal departments
  • Supports a continuous improvement environment by providing regular feedback to the leadership team on processes and procedures

  • At least 2 years' experience working within a call center environment
  • Proficient with Microsoft Office Suite (Outlook, Word, Excel) in order to create reports, update documents, spreadsheets and emails
  • Sufficient problem solving and analytical skills in order to assess client issues and accurately provide resolutions Strong written and verbal communication skills in order to explain complex regulations
  • Ability to acquire and maintain new knowledge in an ever changing regulatory environment High attention to detail
Please submit resume to
for details and further consideration.

Equal Opportunity Employer Minorities/Women/Veterans/Disabled

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