Retirement & Wealth - Customer Service Representative / Call Center Agent (Remote) (General Consideration)

Join Us! Take the reputed company in your journey at reputed company. You will help businesses and individuals reputed company today, reputed company, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of reputed company-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to reputed company. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing reputed company outcomes for reputed company. We reputed company in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided. Employees reputed company a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions. Don't meet every single requirement? Here at reputed company, we reputed company there is no "perfect" candidate and want to encourage applying even if reputed company the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that reputed company reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, reputed company is the reputed company for you! We look reputed company to receiving your application! reputed company out this reputed company video to learn more about our company! reputed company provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues reputed company outcomes for reputed company with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com. We have been recognized for our remarkable growth on lists such as reputed company's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and reputed company's 2022 Best-In-Class Employer awards. Job Summary & Responsibilities The position is responsible for direct verbal and written communications with Automatic Rollover/Direct Rollover/Non-Retirement Accountholders, Plan Sponsors, Record-Keepers, and Third-Party Administrators in the Individual Investor Services Savers Department. This role requires the candidate to handle high call volume daily. The role also assumes the primary responsibility of interacting with reputed company the necessary internal departments to resolve client requests or answer any inquiries reputed company to their account activity and investments. Through verbal and written communications, the individual in this position develops, strengthens, and maintains a positive relationship with our clients and firm associates.

• Handle a high volume of incoming and outgoing client phone calls
• Respond to email, voicemail, and chat inquiries from clients
• Understand and be able to reputed company the account opening, distributions, and investment process to clients
• Assist clients in ensuring that reputed company required forms are fully completed
• Handle troubleshooting inquiries in regards to Web and Online issues
• Provides educated answers with regards to IRA’s, and IRS Codes
• Maintain a professional approach to client service, consistent with protocol and service levels
• Other duties as assigned

If offered the position, equipment will be provided. Equipment that will be provided are: docking station (x1), headset (x1), keyboard (x1), laptop (x1), monitor (x2), and mouse (x1). This position requires a quiet, distraction-free work environment without any conflicting responsibilities during the scheduled shift. Internet Speed Requirements

• Upload Speed: >20 Mbps
• Download Speed: >100 Mbps
• Must be able to hardwire ethernet cable to internet modem/router.

Training Class/Start Date: 08/11/2025 (subject to change due to business needs)

• Attendance is mandatory during the training period of this position (training is paid, PTO accrues while in the training period; however, PTO cannot be taken during the training period of this position).
• Training is approximately three months/90 days.

Training Schedule/Shift: 8 a.m. ET to 4:30 p.m. CT (subject to change due to business needs)

• Pacific Time: 6 a.m. to 2:30 p.m.
• Mountain Time: 7 a.m. to 3:30 p.m.
• Eastern Time: 9 a.m. to 5:30 p.m.

Regular Schedule/Shift: 10:30 a.m. ET to 7 p.m. CT (subject to change due to business needs)

• Pacific Time: 8:30 a.m. to 5 p.m.
• Mountain Time: 9:30 a.m. to 6 p.m.
• Eastern Time: 11:30 a.m. to 8 p.m.

Preferred Qualifications

Years of Experience:

• 1-3 years of experience

The ideal candidate will have a proven track record of demonstrating:

• Energetic, client service focused individual who is accountable and reliable
• Possesses strong written, keyboarding and verbal communication skills
• Able to apply relationship building skills to internal and external clients
• Has strong computer aptitude; proficient in reputed company suite of products
• Strong problem-solving skills and ability to multi-task, and ability to navigate several systems simultaneously to support servicing the client
• Is detail-oriented, organized, and dependable
• Ability to maintain the highest quality of service and professionalism
• Possess a positive attitude and be able to reputed company well in a collaborative team environment
• Working knowledge of reputed company/Service Cloud preferred
• Working knowledge of trust accounting systems preferred including some familiarity with investments
• IRA/IRS rules and regulations knowledge and experience preferred
• Bilingual language skills preferred

Pay Range $18.50/hr (non-negotiable) Compensation & Benefits The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program. Apply Job! Apply to this Job