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Experienced Customer Care Representative - Retirement Products (Remote)

Remote · USA Full-time New today

At arenaflex, we're dedicated to providing exceptional customer experiences that exceed our clients' expectations. As a Customer Care Representative - Retirement Products, you'll play a vital role in delivering outstanding service to our customers, helping them navigate their retirement options and achieve their long-term financial goals.

About arenaflex

arenaflex is a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. With a rich history spanning over 100 years, we've built a reputation for innovation, integrity, and customer-centricity. Our team of dedicated professionals is passionate about helping people live their best lives through saving, investing, and protecting their loved ones.

Our Culture

At arenaflex, we value diversity, inclusivity, and collaboration. We believe that our unique blend of talents, experiences, and perspectives is the key to delivering exceptional results and creating a positive impact in the communities we serve. Our inclusive culture is built on the principles of respect, empathy, and open communication, fostering a work environment where everyone feels valued, supported, and empowered to grow.

Job Summary

As a Customer Care Representative - Retirement Products, you'll be the primary point of contact for our customers, providing accurate and complete information about our retirement products, including 401(k), IRA, and 403(b) investments. You'll work closely with our cross-functional teams to resolve issues, document customer inquiries, and maintain a basic understanding of our products, procedures, and systems.

Responsibilities

* Provide exceptional customer service and interpersonal skills to answer calls regarding retirement products

  • Identify customer needs and provide personalized service to ensure positive and meaningful outcomes
  • Locate/research information using multiple systems/technologies
  • Coordinate with cross-functional departments to obtain and/or provide necessary information to resolve issues
  • Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner
  • Learn and maintain a basic understanding of products, procedures, and systems
  • Achieve department metrics and expectations
  • Participate in a team-based environment to achieve department goals

Qualifications

* Associate's degree in a business field or equivalent experience

  • One year of call center or customer service experience, or financial services industry experience
  • Ability to communicate with customers in a professional manner, orally and in writing
  • Ability to work independently and as part of a team
  • Proficiency using MS Office tools

Preferred Qualifications

* Understanding of retirement products such as 401(k), IRA, and 403(b)

  • Ability to navigate multiple screens and systems at one time
  • Previous work-from-home experience
  • Previous financial industry experience
  • Salesforce experience
  • Product promotion experience

Working Conditions

* Work from home/call center environment - must have a work environment with minimal distractions

  • Hours of operation are 7am to 8pm CT, must be able to work any of those hours. Open availability Monday-Friday.

Compensation and Benefits

* The hourly for this position generally ranges between $16.00 - $20.00 an hour.

  • This range is an estimate, based on potential qualifications and operational needs.
  • The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2 and other applicable local regulations.
  • Bonus eligibility: This position is also typically eligible for an Annual Bonus of 6% based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

What We Offer

* Comprehensive benefits package designed to support both the personal and financial well-being of our employees

  • Competitive pay
  • Bonus for eligible employees
  • Pension Plan
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Disability Insurance
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Employee Discounts
  • Career Training & Development Opportunities
  • Paid Time Off starting at 160 hours annually for employees in their first year of service
  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)
  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
  • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child
  • Adoption Assistance
  • Employee Assistance Program
  • College Coach Program
  • Back-Up Care Program
  • PTO for Volunteer Hours
  • Employee Matching Gifts Program
  • Employee Resource Groups
  • Inclusion and Diversity Programs
  • Employee Recognition Program
  • Referral Bonus Programs
  • Peer Recognition Program (BRAVO)

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the arenaflex Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Join our team

If you're passionate about delivering exceptional customer experiences and have a strong desire to grow and develop your skills, we encourage you to apply for this exciting opportunity. As a Customer Care Representative - Retirement Products, you'll have the chance to make a real difference in the lives of our customers and contribute to the success of arenaflex. Apply Job! Apply for this job

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