**Responsibilities:** + Handle high-volume inbound/outbound calls while maintaining accuracy, professionalism, and a positive customer experience. + Document customer interactions with precise attention to detail, ensuring all data is recorded correctly in company systems. + Effectively manage call flow, follow scripts and procedures, and resolve inquiries within expected timeframes. **Skills:** + Strong verbal and written communication skills with the ability to clearly explain solutions and build rapport with callers. + Exceptional attention to detail when capturing customer information, updating records, and following compliance requirements. + Proven time‑management skills in fast‑paced environments, including the ability to multitask and prioritize competing demands. + Ability to adapt and quickly learn new plan provisions as applicable **Education/Previous Experience:** • Bachelor’s degree, or a minimum of three (3) years of relevant experience in handling retirement accounts, or three (3) years of experience in a call center setting. • OR • Any equivalent combination of education, training and/or experience approved by Human Resources