Customer Solutions Specialist - Level 1
Wespath Benefits and Investments is an award-winning organization serving The United Methodist Church for over a century. They are seeking a customer-focused individual to join their Customer Service department as a Customer Solutions Specialist, responsible for providing first call resolution to participants regarding complex benefit plans, primarily retirement benefits.
Responsibilities
- Learn multiple, complex benefit plans (mostly retirement benefits) to provide first call resolution to participants and their approved associates
- Help participants understand their benefits, get updates on current benefit processes, access systems, or complete self-service tasks
- Secure accounts before assisting the participant
Skills
- Associate degree or equivalent work experience
- Has a passion for serving customers
- Has a consistent positive and professional demeanor over the phone
- Prior experience learning a complex subject or system and applying the learned information to future situations
- Can multi-task while working with a customer over the phone
- Proficient with technology and has basic experience with Word and Excel
- Has utilized multiple systems concurrently
- 1 year of contact center experience
- Bachelor's degree
- Prior benefits administration customer service experience: preferably with defined benefit, defined contribution or health benefits
- Prior experience with CRM systems and workflow systems
Benefits
- Medical, dental, vision and well-being benefits from our HealthFlex Exchange on day one!
- 8% employer contribution to retirement plan with an additional match up to 2% on day one!
- 17 days of PTO + 12 paid holidays in 2025
- Hybrid work environment (office is located in Glenview, IL; Customer Solutions is in the office on Tuesdays and Wednesdays.)
- Free financial planning assistance from EY
- Paid parental leave
- Tuition reimbursement and other development opportunities
Company Overview