Job Details

Retirement Plans Participant Services Representative

The Standard, Portland, OR

Job - Corporate/Business

Close Date: 02/28/2019

Responsible for personalizing and relaying accurate plan specific information to participants. Facilitate the participant's experience with SRS services and advance the participants understanding of their company 401(k), 403(b) and/or 457 savings plan. Knowledgeable in the operational and procedural processes for both our Group Annuity (GA) and Trust plans.

Deliver personalized service and responding to a variety of plan and policy-related questions which impacts the participant and ultimately, the plan as a whole. Provide clear and concise communication of plan information, policies and procedures via telephone by using a variety of computer and telecommunications technologies/software/systems. Problem solve, perform initial research and follow-up with individual participant related issues, as needed. Monitor status of requested work and prepare customized correspondence as necessary and make outbound calls as requested. Facilitate call escalation for participants whose loan or distribution requests are not being met within established service timeframes.

Support Division projects as assigned, especially those involving customer-focused activities and secondary activities that support the administrative and servicing functions of the Internal Admin/Ops and legal departments; website enhancements - IVR and user acceptance testing.

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