Basic Knowledge And Resource Use
MemberServicesRepresentative
“Member Services Representative at Basic Knowledge And Resource Use. Skills: Member services, Customer service, Benefit information, Record-keeping. Deliver essential retirement and benefit information. Address inquiries”
What You'll Achieve.
Support decision-making; Identify trends; Contribute to department's operational efficiency; Contribute to overall member experience; Support team efficiency; Knowledge sharing; Independent report analysis; Metric awareness; Advanced problem-solving; Meet the needs of the agency; Ensure compliance requirements; Promote efficiency and clarity; Monitor performance
Industry & Context.
Ability to adapt and solve problems when completing tasks and projects; Resolve problems on these inquiries; Complex Issue Management; Critically think and investigate issues
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. (If no college, 2 years of qualifying 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
Perform routine account maintenance
Interpret complex benefit rules
Assist members with online tools
Ensure accurate record-keeping
Utilize pension administration system software
Utilize automated call distribution systems
Provide customer service
Provide benefit-related assistance
Maintain accurate records
Identify client needs
Communicate benefit information
Review and verify member records
Review basic to semi-complex estimates
Assist members with online resources
Utilize performance metrics
Utilize data analysis
Maintain current knowledge of benefits
Apply knowledge effectively
Provide guidance on transfer of service requests
Complete administrative tasks
Advise manager of discrepancies
Advise manager of errors
Advise manager of unusual activity
How You'll Work.
Team & Collaboration
Collaborate in policy updates; Participate in system testing; Contribute to internal training initiatives; Establish and maintain effective working relationships; Work as part of a team; Collaborate with peers
Communication Scope
Excellent customer service and communication skills; Communicate general and semi-complex benefit information verbally and in writing
Applying for this Member Services Representative role?
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