The Manager Participant Services manages a team of unregistered representatives who answer incoming phone inquiries regarding retirement plans, ensuring maximum productivity and service quality
Job Summary
The Manager Participant Services manages a team of unregistered representatives who answer incoming phone inquiries regarding retirement plans, ensuring maximum productivity and service quality.
Works closely with other departments in the coordination of new business implementation.
Manage and coordinate all aspects of an assigned strategic initiative that supports an entire site or the broader Participant Services organization.
Matching Summary
The Manager Participant Services manages a team of unregistered representatives who answer incoming phone inquiries regarding retirement plans, ensuring maximum productivity and service quality.
Skills & Requirements
Must-have
Manage team of unregistered representatives
Answer incoming phone inquiries
Retirement plan knowledge
New business implementation coordination
Strategic initiative management
Performance management and coaching
Develop and monitor workflow procedures
Nice-to-have
Flexible work environment
Fluid career paths
Internal mobility celebration
Purpose and well-being focus
Work-life balance
Welcoming and inclusive environment
Key Requirements
Bachelor's degree in a business-related field
3-5 years of client service management experience
3-5 years of additional management experience (without degree)