Basic Knowledge And Resource Use
MemberServicesRepresentative
“Member Services Representative at Basic Knowledge And Resource Use. Skills: Customer service, Benefit information, Record-keeping. Deliver essential retirement and benefit information. Address member inquiries”
What You'll Achieve.
Contribute significantly to the department's operational efficiency and the overall member experience.; Support decision-making; Contribute to team efficiency and knowledge sharing.; Ensure compliance requirements; Promote efficiency and clarity.; Monitor performance, identify trends, and recommend enhancements.
Industry & Context.
Ability to adapt and solve problems when completing tasks and projects.; Resolve moderately complex issues; Advanced problem-solving; Complex Issue Management: Tackle the most intricate challenges with confidence and precision.; Critically think and investigate issues to understand causes, correct inconsistencies and strengthen quality.
Valid driver’s license and travel may be required.
What They're Looking For.
Must Have
Associate's degree OR two years of experience in customer service, a call center environment, benefits administration, technical bookkeeping, accounting, auditing, claims adjusting, eligibility determination or reviewing and analyzing requests for determination of retirement benefits or other related benefits OR an equivalent combination of education and experience, substituting 30 semester hours of college for each year of required experience., Excellent customer service and communication skills., Knowledge of basic office procedures and equipment, including multi-functional copiers, Medium to high skill level in Microsoft 365, Comfortable using online applications, databases, and software., Skill in arithmetic reasoning and able to perform basic to complex calculations., Ability to apply policies and procedures to complex problems based on laws, rules and regulations., Ability to follow basic to complex oral and written instructions in detail and with accuracy., Ability to prepare, understand and interpret written materials., Ability to adapt and solve problems when completing tasks and projects., Detail-oriented, organized, self-motivated, and committed to continuous improvement in the workplace., Ability to establish and maintain effective working relationships with work as part of a team., Ability to prioritize work and adapt to workload changes., Familiarity with the principles and practices of cross training, coaching, mentoring and transferring knowledge of benefit calculations to other staff members., Ability to apply policies and procedures to complex problems based on laws, rules and regulations.
Nice to Have
Experience in a call center, Knowledge in understanding and applying laws and rules, Fluency in Spanish
What You'll Do.
Deliver essential retirement and benefit information
Address member inquiries
Perform routine account maintenance
Interpret complex benefit rules
Assist members with online tools
Ensure accurate record-keeping
Utilize pension administration system software
Provide customer service and benefit-related assistance
Maintain accurate records of member interactions
Identify client needs
Communicate benefit information
Review and verify member records
Review basic to semi-complex estimates
Assist members with online tools and resources
Utilize performance metrics and data analysis
Maintain current knowledge of benefits
Provide guidance on transfer of service requests
Conduct consultation as assigned
Complete administrative tasks
Collaborate in policy updates
Participate in system testing
Contribute to internal training initiatives
Advise manager of discrepancies
errors or unusual activity
How You'll Work.
Team & Collaboration
Collaborate in policy updates; Contribute to internal training initiatives; Ability to establish and maintain effective working relationships with work as part of a team.; Actively collaborating with peers.; Mentor staff about basic knowledge and resource use.; Actively mentor and guide colleagues.; Support workload prioritization
Communication Scope
Excellent communication skills; Communicate general and semi-complex benefit information verbally and in writing; Ability to follow basic to complex oral and written instructions in detail and with accuracy.; Ability to prepare, understand and interpret written materials.
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