Retirement - Customer Service Representative / Support Specialist (Remote) - Inspira Financial

Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey – relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.

Don’t meet every single requirement? Here at Inspira Financial, we believe there is no “perfect” candidate and want to encourage applying even if all the requirements listed aren’t met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!

• Training Schedule/Shift: Monday to Friday from 8 a.m. CT to 4:30 p.m. CT.
  • Pacific Time: 6 a.m. to 2:30 p.m.
  • Mountain Time: 7 a.m. to 3:30 p.m.
  • Eastern Time: 9 a.m. to 5:30 p.m.
• Regular Schedule/Shift: Monday to Friday from 10:30 a.m. CT to 7 p.m. CT.
  • Pacific Time: 8:30 a.m. to 5 p.m.
  • Mountain Time: 9:30 a.m. to 6 p.m.
  • Eastern Time: 11:30 a.m. to 8 p.m.

HOW YOU WILL SOAR:

The Support Specialist is a key role in supporting customer requests and answering inquiries. The Support Specialist is responsible for providing support to clients through direct verbal and written communications regarding Automatic Rollover/Direct Rollover/Non-Retirement Accountholders, Plan Sponsors, Record-Keepers, Third-Party Administrators and interaction with internal Inspira departments. This position is challenging, fast paced, but rewarding while delivering one superior quality experience at a time. This position requires partnering closely with the customer to provide valuable insights, education, and direction for on-line support that would be most value to our customers.

• Handle all incoming and outgoing customer phone calls

• Respond to email, voicemail and chat inquiries from customers

• Provide high-quality, customer-focused answers by educating customers account opening, distribution, investment processes, IRAs and IRS codes

• Handle troubleshooting inquiries for Web and Online issues including consult with customers to support easy navigation of the available online tools, from checking an account balance to submitting claims.

• Accountable for resolving issues without management intervention to remove barriers for the member

• Accountable to protect sensitive customer information with discretion

• Responsible for all levels of member engagement, while prioritizing effectively to meet member service goals / deadlines

• Maintain a professional approach to client service, consistent with Inspira protocol and service levels .

• Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• Highschool Diploma , GED or college degree

• 1-3 of years of experience in customer service

• Bilingual language skills preferred

• Prior call center experience preferred, but not required

• Computer knowledge and skills, comfortable learning new systems

• Able to learn, memorize and retain information

• Knowledge of investment vehicles, savings and retirement tools, and Salesforce CRM and Trust Accounting System preferred

• Can adapt to a fast-paced environment

• Proficiency in Microsoft Excel, Word and Outlook

• An aptitude for prioritization and multi-tasking

• Problem solving and analytical skills

• Attention to detail and accuracy

Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners — helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.

We have been recognized for our remarkable growth on lists such as Crain’s Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In’s 2023 Best Places to Work and Gallagher’s 2022 Best-In-Class Employer awards.