Lead Customer Solutions Specialist
Current• Educate participants on plan features and articulate retirement, tax, and legal issues• Explanation of Mutual Fund Investment vehicles and portfolio options• Execute mutual fund exchanges involving extensive calculations with numbers and percentages• Leading efforts on Special Projects involving researching and locating participants• Analyzing disbursements for fraudulent activity in advanced efforts to protect participant’s investments• Train and mentor new representatives, monitoring and supervising their training while taking inbound calls• Detailed explanations of retirement income options for retirees including annuities and systematic withdrawals.• In-depth understanding of Minister’s Housing Allowance• Webmaster responsible for answering participant’s inquiries and concerns via email • Processer responsible for uploading and managing disbursements worth hundreds of thousands of dollars• Troubleshooting with participants, diagnosing technical difficulties, and resolving account log-in/set-up difficulties