Experienced Customer Care Representative - Retirement Products Specialist (Remote)

Introduction to blithequark

At blithequark, we value hard work, innovative thinking, and personal accountability. Our company honors and rewards these qualities, understanding the potential unleashed by leveraging the talents of a diverse workforce. We strive to create an environment where employees enjoy a balance between their careers, families, communities, and personal interests. As a leading provider of life insurance, retirement, and investment solutions, we focus on helping people live their best lives through saving, investing, and protecting their loved ones.

About Our Industry

The financial services industry is constantly evolving, and blithequark is at the forefront of this change. With over 100 years of experience, we have established ourselves as a trusted provider of financial solutions. Our dedicated professionals work collaboratively to deliver outstanding customer experiences, and we are committed to building a positive and inclusive work environment.

Job Description Summary

We are seeking an experienced Customer Care Representative to join our team as a Retirement Products Specialist. As the point of contact and "voice of the company" for blithequark customers, this role is responsible for providing accurate and complete information to callers regarding retirement products such as 401K, IRA, and 403(b) investments. You will work as part of a team that is empowered to go above and beyond to deliver an outstanding customer experience.

Key Responsibilities

• Use exceptional customer service and interpersonal skills to answer calls regarding retirement products, providing personalized service to ensure positive and meaningful outcomes.
• Identify customer needs and engage more knowledgeable team members as needed to resolve issues.
• Locate and research information using multiple systems and technologies.
• Coordinate with cross-functional departments to obtain and/or provide necessary information to resolve issues.
• Document customer inquiries and associated actions, following up on outstanding items in a timely manner.
• Learn and maintain a basic understanding of products, procedures, and systems.
• Achieve department metrics and expectations, participating in a team-based environment to achieve department goals.

Essential Qualifications

To be successful in this role, you will need:

• An 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, both orally and in writing.
• Ability to work independently and as part of a team.
• Proficiency using MS Office tools.

Preferred Qualifications

While not essential, the following qualifications are preferred:

• Understanding of retirement products such as 401K, 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.

Skills and Competencies

To excel in this role, you will need to possess the following skills and competencies:

• Strong customer service and interpersonal skills.
• Ability to work in a fast-paced environment, prioritizing tasks and managing multiple responsibilities.
• Excellent communication and problem-solving skills.
• Ability to learn and adapt to new systems and technologies.
• Strong attention to detail and ability to maintain accuracy in a high-volume environment.

Career Growth Opportunities and Learning Benefits

At blithequark, we are committed to the growth and development of our employees. As a Customer Care Representative, you will have access to:

• Comprehensive training programs to help you develop your skills and knowledge.
• Opportunities for career advancement and professional growth.
• A supportive and inclusive work environment that encourages collaboration and innovation.
• Access to a wide range of diversity and inclusion programs, including employee resource groups and training initiatives.

Work Environment and Company Culture

Our company culture is built on the values of hard work, innovative thinking, and personal accountability. We strive to create a positive and inclusive work environment that supports the well-being of our employees. As a remote worker, you will need to have a dedicated workspace with minimal distractions and be able to work independently.

Compensation, Perks, and Benefits

We offer a competitive compensation package, including:

• Hourly rate ranging from $16.00 to $20.00 per hour.
• Annual bonus eligibility, with a target bonus of 6% based on individual performance.
• Comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401K match and pension plan.
• Paid time off, holidays, and parental leave.
• Access to a wide range of employee discounts, training programs, and career development opportunities.

Conclusion

If you are a motivated and customer-focused individual with a passion for delivering exceptional service, we encourage you to apply for this exciting opportunity. As a Customer Care Representative at blithequark, you will be part of a dynamic team that is dedicated to helping people live their best lives. Join our team and take the first step towards a rewarding and challenging career in the financial services industry.