• Retirement Plans Participant Services Representative I

    Location US-OR-Portland | US-OH-Cincinnatti
    Posted Date 1 month ago(12/13/2018 11:40 AM)
    # Positions
    1
    Status
    Full-Time
    Req #
    17896
  • Overview

    If you want to make a positive difference and stand out from the crowd, you’ll fit in at The Standard (www.standard.com). Through our retirement plans and insurance products and services, we help people achieve financial well-being and peace of mind. Come join us and share our passion for serving our customers in a positively different way.

    Responsibilities

    Responsible for personalizing and relaying accurate plan specific information to participants.  Facilitate the participant's experience with SRS services and advance the participants understanding of their company 401(k), 403(b) and/or 457 savings plan. Knowledgeable in the operational and procedural processes for both our Group Annuity (GA) and Trust plans.

     

    Deliver personalized service and responding to a variety of plan and policy-related questions which impacts the participant and ultimately, the plan as a whole.  Provide clear and concise communication of plan information, policies and procedures via telephone by using a variety of computer and telecommunications technologies/software/systems.  Problem solve, perform initial research and follow-up with individual participant related issues, as needed.  Monitor status of requested work and prepare customized correspondence as necessary and make outbound calls as requested. Facilitate call escalation for participants whose loan or distribution requests are not being met within established service timeframes. 

     

    Support Division projects as assigned, especially those involving customer-focused activities and secondary activities that support the administrative and servicing functions of the Internal Admin/Ops and legal departments;  website enhancements - IVR and user acceptance testing.

    Qualifications

    Education & Experience:  Associate’s degree preferred.  Minimum 2 years financial or industry experience, or the equivalent combination of education/experience. Experience in a high volume, direct customer contact service environment preferred.

     

    Knowledge & Skills:  Applies acquired job skills and working knowledge of business practices in a professional field.  Demonstrated professional demeanor communicating via telephone by using variety of computer and telecommunications technologies/software/systems. Ability to take or recommend appropriate action in a limited timeframe; ability to retain and effectively communicate specific details/provisions of retirement plans/products, investment securities, mutual funds, and investments; knowledge of variable annuities, and general understanding of FINRA & governmental rules and regulations are desired.

     

    Job Complexity & Judgment:  Works on problems of moderate scope.  Exercises judgment and discretion.  Requires analysis of data where answers are not readily obtained.  Works within defined procedures to resolve non-standard issues.   Makes recommendations for new processes or procedures.

     

    Independence & Supv required:  Typically receives general instructions on routine work.  May require detailed instructions on new assignments. Work is often shared with team.

     

    Interaction & Influence:  Contacts are typically limited to own department with occasional external contacts to provide or obtain information.  Begins to build working relationships outside department. Effective team player.

     

    Bilingual in Spanish required!

     

    Professional certification required: Completion of ASPPA RP1 and RP2, within the first 6 months of employment.  FINRA Series 6 or 7 preferred.

     

     

     

    Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, drug test, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.

     

    For more information regarding your Equal Employment Opportunity applicant rights, click  here.

     

    Individuals with disabilities who need assistance or accommodation with the application process should contact HR Direct at 971-321-7871.  This number is only for the use of individuals with disabilities who need accommodation with the application process.  General inquiries about application status will not be addressed.

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