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11 Sep 2023

Full-Time Customer Solutions Specialist – Level 1

Wespath Benefits and Investments – Posted by jrattnerpj Glenview, Illinois, United States

Job Description

Wespath Benefits and Investments, recognized as a 2017-2023 Chicago’s Best and Brightest Companies to Work For® and a 2023 National Best and Brightest Companies to Work For®, has an opportunity for a newly created role of Customer Solutions Specialist as a part of our contact center.

In 2022 the Customer Service department started a transition in how the department services our participants and other clients. This transition includes changes in the department structure, its technology, and processes.

Customer satisfaction and teamwork remain two of our core values. In this role you’ll play an important part in helping ensure customer satisfaction by delivering high quality customer service to our benefit plan participants and plan sponsors, including using first contact resolution for incoming calls by utilizing multiple resources and systems. Caller needs will vary from walking a caller through a self-service task online to fully understanding their retirement and health benefits.

Customer Solutions Specialist Benefits:

  • Medical, dental, vision and well-being benefits from our HealthFlex Exchange on day one!
  • 8% employer contribution to retirement plan with an additional match up to 2% on day one!
  • 17 days of PTO + 12 paid holidays in 2023
  • Hybrid work environment (office is located in Glenview, IL)
  • Free financial planning assistance from EY
  • Paid parental leave
  • Tuition reimbursement and other development opportunities

Minimum Requirements/Qualifications:

  • Associate degree or equivalent work experience.
  • Has a passion for serving customers.
  • Has a consistent positive and professional demeanor over the phone.
  • Prior experience learning a complex subject or system and applying the learned information to future situations.
  • Can multi-task while working with a customer over the phone.
  • Proficient with technology and has basic experience with Word and Excel. Has utilized multiple systems concurrently.

Preferred Requirements/Qualifications:

  • 1 year of contact center experience.
  • Bachelor’s degree.
  • Prior benefits administration customer service experience: preferably with defined benefit, defined contribution or health benefits.
  • Prior experience with CRM systems and workflow systems.


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How to Apply

Visit our Careers site to learn more about working for Wespath Benefits and Investments and to apply!

Job Categories: Equal Opportunities. Job Types: Full-Time. Salaries: 40,000 - 60,000.

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