Customer Service Representative

Job Type: Full Time
Job Location: United States
Company Name: Insight Global

Company Overview

Insight Global is an international professional services and staffing company specializing in delivering talent and technical solutions to Fortune 1000 companies across the IT, Non-IT, Healthcare, and Engineering industries. Fueled by staffing and talent experts, Evergreen, our professional services brand, brings technical advisors and culture consultants to help customers tackle their biggest challenges. With over 70 locations across North America, Europe, and Asia, and global staffing capabilities in 50+ countries, our teams of tech-enabled recruiters are dedicated to finding the right talent and technical solutions to help our customers thrive. At our core, we are dedicated to empowering people to do great things. That’s why we’re passionate about developing our people personally, professionally, and financially so they can be the light to the world around them. n, Evergreen.

About the job

Job Description

– Answer telephone calls from participants requesting information on retirement, accrued benefits, possible death benefits, withdrawal benefits and explanation of Plan rules.

– Schedule meetings and phone call follow ups between Pension Administrators and participants.

– Meet with Pension team regularly to follow up on participant communication.

– Research and draft written correspondence regarding pension benefits (e.g., Plan Value Letters, Benefit Confirmation Letters, etc.)

– Review (retirement/post-retirement/death) applications for completeness and contact participant/beneficiary if information is missing.

– Assist Pension team to coordinate with other departments as necessary.

– Coordinate with Authenticity Coordinator and Pension Manager to determine effect of adjustment of contributions on pension benefits.

– Assist reconciling reports as directed.

– Prepare documents for scanning.

– Review and reconcile 1099-R reports.

Required Skills & Experience

– Excellent written and oral communication skills

– Ability to handle multiple tasks

– Highly organized and strong attention to detail and follow up

– Analytical and reasoning skills

– Ability to work independently

How to Apply:

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