Customer Service Representative Job at Insight Global, Los Angeles, CA

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  • Insight Global
  • Los Angeles, CA

Job Description

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

Job Tags

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