Job Details

Customer Service Rep

  2022-09-28     Pacific Administrators, Inc.     1440 Kapiolani Blvd., Ste 800 Honolulu  
Description:

Description

Responsible for providing customer service to plan participants, trustees, and fund professionals for the pension and annuity funds, following the rules and regulations of the plans.

Skills / Knowledge Requirements

  • Type 45 WPM
  • Computer literate in Word, Excel, and other Microsoft applications
  • Proficient in Math
  • Good Communication Skills
  • Good Telephone Etiquette
  • Ability to Multi-Task
  • Good Organizational Skills
  • High School Diploma or GED
  • Customer Service experience (1 year or equivalent)

Duties

  • Service participants with fund inquires by phone, mail, or walk-ins
    • Complete estimation letters
    • Mail out estimation letters
    • Mail out income verification letters
  • Service fund professionals and trustees with inquires
  • File maintenance for plan participants
    • Update addresses
    • Update participant’s demographics
  • Prepare files for processors
    • Maintain status report and update as needed
    • Review incoming benefit applications
    • Review documents and follow up as needed
    • Request employment verification
  • Sort and process incoming mail
    • Prepare and submit retiree changes
    • Route mail on a daily basis
  • Annual affidavit processing
    • Maintain and update list
    • Request follow up as necessary

Other Duties

  • Projects as assigned by department supervisor
  • Assist processors with certified mail return receipt
  • Assist with lunchroom cleaning as assigned
  • Assist with receptionist relief as assigned

Physical Demands

  • Lifting and carrying file boxes within the office
  • Shift and adjust file cabinet drawers as needed

Working Conditions

  • Indoors, air-conditioned office.

Work Shift

  • Monday to Friday 8:30 AM – 4:30 PM, 1-hour unpaid lunch
  • The duties assigned may involve situations that may require over time


Do not contact this company in solicitation of any product or service.

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