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Navia Benefit Solutions

Participant Support Service Representative

full-time•Fresno County

Summary

Location

Fresno County

Type

full-time

Experience

0-2 years

Company links

WebsiteLinkedInLinkedIn

About this role

This role is in office with a starting pay of $20.00 per hour
 

Position Summary



Nexus is one of the largest retirement plan administrators within California. We offer all of the passionate customer service you get with a small organization paired with the efficiency of state-of-the-art and automated administration. Our team is growing every week, and we need some help.

The Participant Support Services Representative will multi-task, prioritize, and effectively communicate the Retirement Plan Benefits of each participant they speak with on the phone.  A qualified candidate will be able to nurture and advocate for each diverse individual they encounter and demonstrate competence and expertise in the benefits we offer.
 

Essential Functions

 
  • Projects include:
    • Benefit processing for terminated participants.
    • Loan documents for active participants.
    • In-service distributions for active participants.
    • Post administration distributions to non-responsive participants.
 
  • Duties related to processing:
    • Taking calls from active or terminated participants regarding all benefit processing.
    • Making calls to participants and plan contacts regarding all benefit processing.
    • Accessing Vendor websites for balances and participant data.
    • Accessing Datair/FTW for balances and participant data.
    • Accessing PenChecks for balances and participant data.
    • Calendar follow up functions (for example, force out, cleanup of non-responders, etc.).
    • Creating Excel spreadsheets as needed for monitoring progress of projects.
    • Uploading Back up and pertinent documents related to benefit processing.
    • Follow up with PenChecks for reporting necessary to complete administration projects.
    • Corresponding with administration teams for clarification of projects and/or issues.

 

Requirements

 
  • Excellent written/verbal and mathematical skills.
  • Involve Manager/Supervisor as needed to resolve technical, service, and compliance issues to ensure client satisfaction without jeopardizing regulatory requirements and service standards.
  • Must be a team player, exhibit a good work ethic.
  • Initiative, creativity, and energetic active engagement in all work responsibilities.
  • Able to learn quickly on the job.
  • Assisting the client with the completion of the proper documents to process their distribution.
  • Expected to be flexible and adaptable while working in a fast-paced environment.
  • Have discretion regarding the sensitive information regarding distributions and personal information.
  • Demonstrated professional business skills and demeanor.
  • Excellent problem solving and decision-making skills.
  • Strong organizational and research skills.
  • Displaying outstanding professionalism and etiquette when interacting with clients and staff members.
  • Good telephone manners/skills.
  • Self-motivated, and organized.
  • A positive, friendly, and outgoing attitude required.
  • Reliable, responsible, honest, and trustworthy.
  • Professional attitude and professionalism.

Please visit our career page and apply directly: www.naviabenefits.com/workatnavia

Not all positions allow for remote work, but those that do will only be available in the following states: AZ, CO, FL, GA, IL, IN, KS, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, PA, SD, TN, TX, UT.

What you'll do

  • The Participant Support Services Representative will handle benefit processing for participants, including taking and making calls regarding benefit inquiries. They will also access various vendor websites and maintain documentation related to benefit processing.

About Navia Benefit Solutions

Navia is a national, Health and Wealth benefits provider serving 10,000+ clients across all 50 states. We offer comprehensive benefits administration, retirement, CDH, finance, lifestyle, and compliance solutions to employers and deliver industry-leading customer service, communications, and technology. Founded in 1989, Navia began as Flex-Plan Services and has grown into one of the nation’s premier benefit providers. Navia offers Benefits Administration, Retirement, FSA, HSA, HRA, Commuter, Lifestyle, Education, COBRA, and other benefits.

Ready to join Navia Benefit Solutions?

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Frequently Asked Questions

What does a Participant Support Service Representative do at Navia Benefit Solutions?

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As a Participant Support Service Representative at Navia Benefit Solutions, you will: the Participant Support Services Representative will handle benefit processing for participants, including taking and making calls regarding benefit inquiries. They will also access various vendor websites and maintain documentation related to benefit processing..

Is the Participant Support Service Representative position at Navia Benefit Solutions remote?

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The Participant Support Service Representative position at Navia Benefit Solutions is based in Fresno County, California, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Participant Support Service Representative position at Navia Benefit Solutions?

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You can apply for the Participant Support Service Representative position at Navia Benefit Solutionsdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.
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