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Customer Service Representative with Finance/Insurance Background

BCForward
Indianapolis, IN Full Time
POSTED ON 2/9/2025
AVAILABLE BEFORE 5/7/2025

Job Description

Job Description

Job Title : Customer Service Representative

Location : One North Capitol, Indianapolis, IN 46204

Duration : 6 Months

Work Schedule : 100% in-office, Monday – Friday, 37.5 hours / week

Job Summary :

Seeking a detail-oriented and customer-focused individual to assist INPRS members with pension and retirement-related inquiries. This role requires strong communication skills, professionalism, and the ability to resolve complex customer issues effectively.

Key Responsibilities :

  • Provide customer support regarding PERF, TRF, and non-PERF retirement and disability processes.
  • Greet and assist members and guests with information and appointments.
  • Track customer interactions and document accounts for efficient issue resolution.
  • Utilize Microsoft 365 and INPRS-specific systems (ERM, INPAS, INPRS Web, Benefits Web).
  • Maintain professionalism, patience, and empathy while handling customer concerns.
  • Collaborate with internal teams and third-party vendors to resolve issues.
  • Participate in training sessions to expand job knowledge.
  • Perform other related duties as assigned.

Job Requirements :

  • Strong knowledge of pension plans, annuities, and retirement benefits.
  • Excellent problem-solving and customer service skills.
  • Ability to handle complex issues with professionalism and patience.
  • Strong verbal and written communication skills.
  • Proficiency in Microsoft Office, Windows, and email.
  • Flexibility to adapt to changing assignments and schedules.
  • Ability to meet or exceed performance metrics.
  • Qualifications :

  • Associate’s degree with at least 1 year of customer service experience, OR
  • High school diploma / GED with 3 years of customer service experience.
  • Experience in financial services, insurance, group benefits, or pension industry preferred.
  • Company Description

    About BCforward :

    Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.

    BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.

    BCforward is an equal opportunity employer.

    Company Description

    About BCforward : Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally. BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work. BCforward is an equal opportunity employer.

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