Job Description
Customer Service Representative (Level III)
Posted: Tuesday, 7/8/2025
Approved BR of ***
Manager needs 2 candidates in this location. Number could change. Tampa, FL -FL1-908-01-44
Department- 401K
Retirement and Benefits supports participants in employer sponsored 401(k), pension, and non-qualified deferred compensation plans. Provides participants with clear information on their accounts, guides them through how to execute transactions, and completes error free processing of financial transactions.
Training Hours – Monday through Friday 9am -5:30pm EST – Will follow schedule selected at offer time, once training is completed
Shifts-
Monday - Friday 8H 30L 10:30 AM - 7:30 PM EST
Monday - Friday 8H 30L 11:30 AM - 8:00 PM EST
Monday - Friday 8H 30L 12:00 PM - 8:30 PM EST
Monday - Friday 8H 30L 12:30 PM - 9:00 PM EST
REQUIRED skills-
REQUIREMENT of 2 or more years of customer service experience and below skills.
Must possess the skills to navigate between multiple screens/systems and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information
Computer Literacy and proficient in using Microsoft Outlook, Word, and PowerPoint is a REQUIREMENT
Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing call center environment
Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients
Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise
Positive attitude that embracing coaching as an opportunity to improvement in current role
Ability to handle confidential matters and sensitive information in a responsible manner.
Ambitious and self-motivating
Talking points to have with candidates before submitting to req on expectations-
Cell phones ( manager will discuss designated locations for calls and times calls can happen)
Dress code (professional business casual attire)
Attendance (utilizing the proper call out duty line, communicating with direct supervisor and vendor, showing up for training/ work on the daily)
Punctuality (16 hours within first 90 days allotted)
MUST be able to work in a virtual setting on site during training.