Newport Group is a leading provider of retirement plans, insurance, and consulting services. We help companies offer their employees a more secure financial future by offering comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them.
The Call Center Representative is a great opportunity to sharpen your skills and increase your knowledge in the Financial Services industry while working to provide the highest level of service to our clients. The Call Center Representative assists and resolves retirement plan participant's direct requests and issues by answering incoming calls, making outbound calls to participants, and responding to emails. The Call Center Representative ensures that communication is answered in a timely and professional manner consistent with established corporate standards providing a high level of customer service to each participant.
The Call Center Representative will:
Answer incoming telephone calls in the participant service center, assisting participants with obtaining account information, enrollment questions, execute transaction requests (such as loans, distributions and fund transfers)
Respond to participant questions by obtaining information from the appropriate person or system
Assist participants with retirement projections and modeling as it relates to Newport's online gap analysis tool, as well as help educate participants on proper asset allocations.
Respond to electronic participant inquiries and voicemail as well as assist other departments with call out requests.
Newport group offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check).
Newport Group is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identify, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.
You are the right person for this role if you:
Have 2+ years' experience working in a fast- paced Call Center environment
Have Experience working in a related position in the retirement services or financial industry is preferred
Are dedicated to providing the highest level of customer service
Have Excellent organizational skills
Bilingual (English and Spanish)
It is a requirement of this job to consistently report to work as scheduled, be on time, and remain at work for entire assigned shift