Customer Service

Benefits Consultant


Innovative Outsourcing

Benefits Consultant Dunwoody GA

Our client, located in the heart of Dunwoody, has engaged us to find a Pension Benefits Consultant for their growing company.  The ideal candidate will be an energetic team player, have top notch customer service skills, and possess a high degree of attention to detail.  If you’re looking to work for a friendly office environment where everyone supports one another, then this job is for you!

This position is in the office 5 days per week, 8:30-5:30pm.

Job Responsibilities

  • Answering calls from pension participants in the plans of various companies
  • Providing a high degree of personalized customer service to those participants
  • Assisting the participants with their retirement process from initiation of retirement to beginning their payments
  •  Assisting participants with resolving issues with their data or in making changes to their data due to various life events
  • Following up with participants and retirees to make sure any of their issues or changes are fully resolved and they are fully satisfied
  • Preparing and mailing comprehensive packets to participants and retirees
  • Reviewing and processing completed packets received back from participants
  • Following up with participants for any missing information
  • Performing tasks within a record keeping system necessary for the administration of pension plans
  • Setting up pension payments for new retirees or making necessary changes to their payments
  • Performing other tasks within the company to support other consulting projects for clients

Job Requirements

  • Previous experience in a customer service-oriented job
  • Exceptional customer service skills and good listening skills
  • Enjoy talking to and assisting people including older individuals
  • Detail oriented with strong analytical skills
  • Accurately discern what participants are trying to convey
  • Accurately execute tasks
  • Be a positive, energetic, self-motivated individual
  • Good computer skills for Word and Excel
  • College degree a plus, but not required
  • Previous pension plan administration is a plus, but not required

Compensation: Salary 50-55k-based upon relevant experience; a fantastic benefits package that can’t be beat; paid holidays; PTO.