Job details
Job type full-time
Full job description
Futureplan is the nation’s largest third-party administrator (tpa) of retirement plans, partnering with advisors in all 50 statesFutureplan delivers the best of both worlds: high-touch personalized service from local tpas backed by the strength and security of a large national firm, ascensusOur roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coastThe futureplan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house erisa teamsLearn more at futureplan.com.
The call center representative is responsible for educating participants and plan sponsors on benefits of their retirement plan while providing timely quality service on transactional inquiries and requests.
***this position is 100% remote***
The shift is 8:00am - 5:00pm if located in the mountain time zoneThe shift is 8:00am - 5:00pm (march - november) and 7:00am - 4:00pm (november to march) if located in the pacific time zone.
Essential key functions
Responds timely and professionally to a high volume of incoming english and spanish calls by participants and plan sponsorsUses various it systems to retrieve and document pertinent plan and participant informationCall center inquiries include, but not limited to, balances, statements, fees, distribution and loans.
Develops professional relationships with participants by providing timely and accurate information that will assist them with making the best decisions to achieve their retirement goals.
Educates participants on retirement account benefits, plan options provided and regulatory and tax implications regarding their optionsEducation also extends to all products and services offered by beneco.
Researches client and participant issues and collaborates with the appropriate department until issue has been resolved.
Process participant distributions and loansReviews required documentation provided on distributions to ensure plan regulations are met.
Develop and maintain professional client relationships through effective and efficient communication, timely responses to inquiries and providing accurate information.
Understand, consider and apply various regulations, to include but not limited to dol, erisa, and irs, when preparing, analyzing and interpreting information.
Education
Undergraduate degree or equivalent combination of training and experience in financial services industry preferred.
Qualifications
2 + years call center experience
Excellent communication and listening skills
Self-motivated; able to learn on own initiative
Bilingual english / spanish
At ascensus, we aspire to make a difference for othersWe are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partnersOur culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our core values: people matterQuality firstIntegrity always.®
As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“protected status”).
