Account Services Representative, Customer Service Newport Group Saint Petersburg

Title Account Services Representative, Customer Service
Date 17 November 2020
Company Newport Group
City Saint Petersburg

Short Description :

Experienced and responsive Newport offers for employment are conditioned upon satisfactory completion of our employment screening process including, but not limited to, a review of past employment and education records, background investigation, and/or credit check and fingerprints Coordinate ,…

Full Description :

Who We Are:

Newport helps companies offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced and responsive.

Job Summary: The Account Service Representative assists Client Service Managers in providing best of class service to our clients. Determines vested benefits, reconciles trust assets including participant loans and contributions, assists Plan Sponsors with standard requests, resolves internal intra-departmental requests and manages reoccurring projects.

Pay is up to $16/hour depending on experience.

What You Will Do:

  • Learn retirement industry basics, including regulatory and compliance requirements, IRS/DOL reporting, and ERISA law and understands how those areas impact businesses and their employees
  • Provide support to clients through a number of channels including phone, letters and emails to quickly resolve the request
  • Generate and deliver reports to clients
  • Coordinate transactions with internal departments and tracks through completion
  • Prioritize tasks based on the urgency of the request
  • Deliver efficient and responsive resolution in the most effective way possible
  • Effectively utilizes and navigates internal resources to arrive at the right solution for the client (e.g., computer systems, online resources and client service relationships)
  • Complete special projects as needed
  • Assist team with duties and tasks as needed
  • Demonstrated ability to multi-task and work in a fast-paced environment

Education, Experience

  • 1-2 years of customer service experience, preferably in the financial services or benefits industry, or experience with defined contributions and benefit plans
  • MS Office including Excel

Newport offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check and fingerprints.)

Newport unequivocally rejects racism and discrimination of any kind and fosters an environment of belonging to provide access and opportunity for all. As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identify, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.

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