**Experienced Customer Service Representative – Retirement Plan Services**
Posted 2026-05-06Join arenaflex, a leading provider of financial services, in a dynamic role that offers a unique blend of customer service, problem-solving, and career growth opportunities. As an Experienced Customer Service Representative – Retirement Plan Services, you will play a critical role in supporting the Retirement Plan Services business, serving as the primary point of contact for individuals with questions or concerns regarding their retirement plan.
- *About arenaflex**
arenaflex is a 120-year-old company that helps people confidently plan for their version of a successful future. With a focus on identifying a clear path to financial security, we offer a range of products, including annuities, life insurance, group protection, and retirement plan services. Our commitment to creating a diverse and inclusive environment has earned us a reputation as an equal opportunity employer.
- *The Role**
As an Experienced Customer Service Representative – Retirement Plan Services, you will be responsible for providing exceptional customer service to individuals who have questions or concerns regarding their retirement plan. You will serve as a subject matter expert, educating customers about their retirement plan using excellent customer service and problem-solving skills to create a positive experience. This role offers a unique opportunity to gain insight into the world of retirement plan operations while developing new skills through a defined career pathing and development program.
- *Key Responsibilities**
- Answer inbound calls, which can average 60-90 calls per day, as well as email correspondence from internal and external stakeholders, addressing customer service inquiries and concerns.
- Work in a fast-paced, highly structured, team-oriented environment with a diverse group of employees focused on meeting the needs of the company and our customers through problem resolution.
- Meet and/or exceed all established key performance goals, including call metrics and quality.
- Build rapport with and educate our customers about their retirement plan while researching multiple systems, databases, platforms, and software.
- Provide accurate, detailed information about the retirement plan, recognizing what needs to be done to meet the customer's needs and demonstrating flexibility and responsiveness through problem resolution.
- Demonstrate professionalism and maintain composure in the face of high call volume, shifting priorities, and rapid change.
- Identify and recommend process improvements and organizational initiatives to positively influence the team and quality.
- *Training and Development**
- Receive comprehensive training, led by one of our dedicated trainers, in a classroom setting, along with a cohort of peers and managers.
- Develop foundational knowledge to assist you in excelling in a career with arenaflex.
- Participate in a defined career pathing and development program, offering opportunities for growth and advancement.
- *Requirements**
- High School Diploma or GED.
- 0-1+ Years of general experience – does not need to be directly related to the position.
- Strong written and verbal communication skills.
- Ability to work with others in a fast-paced, team environment.
- Ability to quickly learn complex systems and product knowledge.
- Ability to navigate through multiple systems/databases/platforms/software while engaging in customer conversations.
- Ability to be adaptable/flexible as business needs change.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- *Preferred Qualifications**
- Associates degree/post-secondary education.
- 2+ years of previous service industry and/or financial services experience.
- Previous remote/work from home experience.
- Passion for helping, servicing, and educating others and the desire to build rapport during each interaction.
- Ability to research and problem solve, while providing outstanding customer service.
- Strong analytical skills with the ability to multi-task while maintaining strict attention to details to adhere to policies, procedures, and guidelines.
- Solid relationship management skills with customers, management, peers, and colleagues.
- *What We Offer**
- Competitive hourly rate of $19.42, with the potential for advancement and increased earnings.
- Opportunities for career growth and advancement within the company.
- Comprehensive training and development program.
- Collaborative and dynamic work environment.
- Flexible work arrangements, including remote work options.
- Competitive benefits package, including health insurance, 401(k), and paid time off.
- Opportunities for professional development and continuing education.
- *How to Apply**
If you are a motivated and customer-focused individual with a passion for helping others, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and a cover letter, through our website. We look forward to reviewing your application and discussing this opportunity with you further.
- *Equal Opportunity Employer**
arenaflex is an equal opportunity employer and is committed to creating a diverse and inclusive environment. We welcome applications from qualified candidates of all backgrounds and perspectives.