Future Opportunities: Retirement Advocate

About This Role

Key ResponsibilitiesAI-extracted

• 1
  Own the customer journey by building trust, rapport, and partnership with customers through inbound and outbound phone, email, and Zoom interactions.
• 2
  Provide passionate, opinionated, consistent, expert, reliable support as a point of contact for retirement benefits inquiries.
• 3
  Identify churn risk and quickly act to deliver solutions to mitigate the risk of churn, using product knowledge and unique understanding of each individual customer.
• 4
  Build and maintain relationships built on trust and collaboration with admins to better understand and anticipate their needs.
• 5
  Partner with customers and cross-functionally to unblock points of friction, proactively address potential concerns, and build an understanding of individual team needs and processes.

RequirementsAI-extracted

• 3-6 years of customer experience with 1+ years of full-time experience in retirement benefits.
• Experience with 401k retirement plans preferred.
• Account Management experience preferred.
• Proven ability to proactively and reactively support customers, driving their success, happiness, and loyalty through expert guidance and creative problem-solving.
• Ability to synthesize and communicate complex subjects clearly and effectively, both verbally and in writing, with customers and internal partners.

Perks & BenefitsAI-extracted