Client Services Representative (Pension and Health & Welfare)
Church Pension Group - New York, NY
Hiring: Client Services Representative (Pension and Health & Welfare) Company: Church Pension Group Location: New York, NY Job Posted Time: 2026-09-10 14:20:30 Employment Type: Full-time Target Skills & Keywords : Microsoft Excel About the job Experience: •Is responsible for providing information, service and assistance related to Pension and Health & Welfare plans in a contact center environment taking inbound calls and working on client request via a variety of channels. The position is responsible for special tasks and projects as assigned. •AA or AS or a combination of education and experience. •2+ years’ experience in a contact center environment, preferably in customer service •Bilingual English/Spanish is a plus. Required Skills: •AA or combination of education and experience •Include the following. Other duties may be assigned. •Provides customer service assistance for situations regarding Pension and Health & Welfare plans. Responsible for maintaining high standards of quality in these interactions/transactions. •Routinely suggests opportunities for improvement and supports the execution of such improvements. •Accesses the system(s) in order to obtain necessary information to answer questions and provide information to customers and various company personnel. Ensure changes, correction, or other actions on the system are documented and records maintained. •Responds to web mail inquiries within delegated authority. •Initiates changes, corrections, or other actions in the system(s) within delegated authority. •Prepares reports and other similar documents; ensures that information is fully researched and accurate. Qualifications: •To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. •Strong knowledge of Microsoft Excel and Word. •Meet or exceed performance standards in both quality and efficiency. •Demonstrated capacity to toggle between different applications simultaneously •Excellent communication (both verbal and written), interpersonal, and organizational skills. •Proven ability in judgment and handling angry/irate customers. •Demonstrated capacity to expeditiously process quality transactions and provide follow-up as necessary. •Demonstrated capacity to work as a team member and achieve team goals in a “client-focused” environment. •Knowledge of organizational structures and functional responsibilities of an office. •Demonstrated capacity to explain complex information simply. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!