Retirement & Insurance Account Specialist
Aviso de fuente externaen Remoto Workforce
Support clients with retirement accounts, insurance processes, account operations, documentation, and customer service at Remoto Workforce.
Salario
No especificado
Ubicación
Mexico City, México
Tipo de empleo
No especificado
Modalidad
No especificado
Retirement & Insurance Account Specialist
Mexico City, México
Descripción del empleo
About the role
Remoto Workforce is looking for a Retirement & Insurance Account Specialist to support clients with retirement accounts, insurance-related processes, and account operations. The role combines customer service and administrative operations, including client communication, account opening, documentation, and data entry.
Company-specific training will be provided on procedures, workflows, and retirement account processes. Experience with internal systems is not required.
Responsibilities
- Assist clients by phone with retirement and insurance-related questions.
- Explain account-opening procedures, eligibility, documentation, and processes.
- Support IRAs, 401(k)s, rollovers, transfers, and distributions.
- Review and process client documentation.
- Enter and maintain accurate information in internal systems.
- Document client interactions and follow-ups.
- Provide professional customer service while managing administrative tasks.
Requirements
- 2+ years of relevant experience in insurance, financial services, banking, retirement services, employee benefits, or a related field.
- Strong customer service, phone communication, and English communication skills.
- Experience with insurance products, policies, or accounts.
- Strong organization and attention to detail.
- Experience with Excel or a similar spreadsheet tool.
- Comfort working with multiple systems and learning new platforms.
Experience with IRAs, 401(k)s, retirement accounts, insurance or employee benefits, banking or financial services, investment or brokerage services, accounting or financial operations, mortgage or title companies, or Salesforce is preferred. Retirement industry experience is a plus.
Datos clave
- Schedule: Monday–Friday, 8:30 AM–5:30 PM ET.
- Requires 2+ years of relevant experience.
- Strong English communication skills are required.
- Training on company procedures, workflows, and retirement account processes will be provided.
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Preguntas frecuentes
What does the role involve?
It involves supporting clients with retirement accounts, insurance-related processes, and account operations, including customer service and administrative tasks.
What experience and skills are required?
The listing requires 2+ years of relevant experience, strong customer service and phone communication skills, strong English communication skills, and experience with insurance products, policies, or accounts.
Will training be provided?
Yes. Training will cover company procedures, workflows, and retirement account processes. Experience with internal systems is not required.