Client Services Intake Specialist

Job Description

Job Description

Performs experienced professional level technical work as a member of the Retirement Services call center staff. Key responsibilities include entering, updating, and maintaining data regarding calls, entering, tracking, and closing distribution and other applications for benefits, providing information regarding status upon request, and related work as apparent or assigned. Work is performed under the moderate supervision of the Client Services Manager.

This position will be performed in a telecommuting work environment within the state of Georgia, and requires occasional in-office workdays for training and development. The employee's telecommuting work site location will contain a designated and approved workspace at the employee's home address.

Employee is required to have and maintain a high-speed, broadband internet connection at their work site that is sufficient to enable fast, consistent service to the membership. A minimum download speed of 25 Mbps is required. To ensure a consistent speed at this level, a 40MB internet connection is recommended. You may check your download speed at www.speedtest.net.

Key Responsibilities:

• Enters 457(b) and 401(a) distribution applications and other requests into the Access database; verifies accuracy and completeness of applications and communicates with plan participants, jurisdictions and other entities to obtain additional information; closes out all calls, participant inquiries, distribution and other requests in Call Center/Access database upon completion of action.
• Maintains and updates the document imaging system for all distributions and hardships.
• Provides and exhibits outstanding customer service, teamwork, and organizational commitment.
• Communicates with participants and jurisdictions as necessary by phone and email.
• Sets up and maintains filing systems; verifies information, makes and prepares appropriate copies for and stores files as required.
• Explains technical procedures, regulations, laws or rules to members of the public or internal clients; communicates frequently with plan participants regarding the status of outstanding requests; maintains associated records.
• Prepares and completes a variety of documents including correspondence, forms, reports, spreadsheets, etc. where a knowledge of format and presentation is necessary; answers routine correspondence independently.
• Operates a variety of moderately complex office equipment and database programs.
• Supports the overall organization by executing the directives set forth by the Association.

Education and Experience Requirements:

• Bachelor's degree with coursework in business administration, finance, or related field and
• Moderate (minimum 2-3 years) experience in retirement plan administration and customer service, or
• equivalent combination of education and experience.

Physical Requirements

• This work requires the occasional exertion of up to 15 pounds of force.
• Work regularly requires speaking or hearing, using hands to finger, handle or feel and reaching with hands and arms, frequently requires sitting and repetitive motions and occasionally requires standing, walking, stooping, kneeling, crouching or crawling, tasting or smelling, pushing or pulling and lifting.
• Work has standard vision requirements; vocal communication is required for expressing or exchanging ideas by means of the spoken word; hearing is required to perceive information at normal spoken word levels.
• Work requires preparing and analyzing written or computer data
• Work is occasionally in a moderately noisy location (e.g. business office, light traffic).

Notice: ACCG employees must have a primary residence within the state of Georgia. In addition, employment candidates are subject to a background screening in compliance with established ACCG background check procedures.