Experienced Call Center Customer Service Representative – IRS Compliance and Benefits Administration

Are you a customer service professional with a passion for delivering exceptional experiences and ensuring compliance with complex regulations? Do you thrive in fast-paced environments and enjoy working independently with minimal supervision? If so, we invite you to join blithequark, a leading third-party administrator dedicated to ensuring employer-provided benefits operate in compliance with IRS regulations.

About blithequark

blithequark is an independent third-party administrator based in Rochester, NY, with offices in Fort Walton Beach, FL, and a fully remote West Coast presence. Our team is committed to providing top-notch customer service and ensuring that our clients' benefits programs are in compliance with IRS regulations. We are proud to offer a dynamic work environment, competitive pay, and a comprehensive benefits package.

Why Join blithequark?

* Full-Time Hours: Enjoy a stable and predictable schedule, with opportunities for growth and advancement.

• Competitive Pay: Earn a competitive hourly rate, with opportunities for raises and bonuses.
• Full Benefits: Enjoy a comprehensive benefits package, including medical, dental, vision, life, and disability insurance, as well as paid time off and holidays.
• Paid Time Off: Take time off to recharge and relax, with paid vacation days and holidays.
• 401(k) with Employer Contribution: Save for your future with a 401(k) plan, with employer matching contributions.
• On-the-Job Training: Develop your skills and knowledge with comprehensive on-the-job training and professional development opportunities.
• Work from Home: Enjoy the flexibility of working from home, with a fully remote work environment.

Essential Duties & Responsibilities

As a Call Center Customer Service Representative at blithequark, you will be responsible for:

• Staffing the Phones: Answer incoming and make outbound calls, taking appropriate action for each call depending on the call's basis and the plan participant's needs.
• Educating Callers: Educate callers on 403b & 457b IRS guidelines, ensuring that they understand their benefits and responsibilities.
• Providing Technical Support: Provide technical support and troubleshoot participant actions on the website, including filling out forms and uploading documents.
• Inputting Data: Input data into system platforms and keep caller's records updated, ensuring accurate and timely information.
• Maintaining Customer Satisfaction: Meet call center metrics based on assignments, ensuring high levels of customer satisfaction and loyalty.
• Adhering to Schedule: Adhere to the schedule, with regular attendance and punctuality.
• Attending Meetings and Training Sessions: Regularly attend department and company meetings and training sessions to stay updated on policies and procedures.
• Other Duties: Perform other duties as assigned, contributing to the success of the team and the organization.

Education / Experience

To be successful in this role, you will need:

• High School Diploma or Equivalent: A high school diploma or equivalent, with a strong foundation in math and language skills.
• Prior Experience in a Call Center or High-Volume Customer Service Environment: Prior experience in a call center or high-volume customer service environment, with a proven track record of delivering exceptional customer experiences.
• Experience in Pension/Retirement and/or Benefits Administration: Experience in pension/retirement and/or benefits administration, with a strong understanding of IRS regulations and compliance.

Language Skills

As a Call Center Customer Service Representative, you will need to:

• Read, Write, and Communicate 403b/457b IRS Guidelines: Read, write, and communicate 403b/457b IRS guidelines, policies, and procedures to participants with varying degrees of education.
• Fluent in Spanish: Be fluent in Spanish, with the ability to communicate effectively with Spanish-speaking participants.

Mathematical Skills

You will need to:

• Understand and Calculate Mathematical Concepts: Understand and calculate mathematical concepts of addition, subtraction, multiplication, and division, particularly in relation to payroll deductions for participants.

Physical Demands

As a Call Center Customer Service Representative, you will need to:

• Sit for Extended Periods: Sit for extended periods, with the ability to stand and move around as needed.
• Talk, Listen, Walk, Grasp, Type, and Perform Data Entry: Talk, listen, walk, grasp, type, and perform data entry, with the ability to work in a fast-paced and demanding environment.

Work Environment

As a fully remote Call Center Customer Service Representative, you will:

• Work Independently: Work independently under minimal supervision, with the ability to manage your time and prioritize tasks effectively.
• Interact with Plan Participants, Plan Sponsors, Financial Advisors, and Administration: Interact with plan participants, plan sponsors, financial advisors, and administration through calls or emails, as well as internal company staff.
• Work in a Fast-Paced, Demanding Environment: Work in a fast-paced and demanding environment, with the ability to adapt to changing circumstances and priorities.

Availability

You must be available to work 8:00 am-5 pm, Monday-Friday, with flexibility to work occasional overtime as needed.

Pay and Benefits

* Hourly Rate: Earn a competitive hourly rate, with opportunities for raises and bonuses.

• Benefits: Enjoy a comprehensive benefits package, including medical, dental, vision, life, and disability insurance, as well as paid time off and holidays.
• 401(k) with Employer Contribution: Save for your future with a 401(k) plan, with employer matching contributions.
• On-the-Job Training: Develop your skills and knowledge with comprehensive on-the-job training and professional development opportunities.
• Work from Home: Enjoy the flexibility of working from home, with a fully remote work environment.

How to Apply

If you are a customer service professional with a passion for delivering exceptional experiences and ensuring compliance with complex regulations, we invite you to apply for this exciting opportunity. Please submit your application, including your resume and cover letter, to [insert contact information]. We look forward to hearing from you! Apply for this job