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