Customer Solutions Specialist - Level 1
About the role
Wespath is seeking a customer-focused individual to join our award-winning organization as a Customer Solutions Specialist in our Customer Service department. Serving The United Methodist Church for over a century, Wespath and its subsidiaries maintain one of the largest faith-based pension funds in the world, serving more than 100,000 active and retired clergy and lay employees of the Church.
In this hourly position you'll learn multiple, complex benefit plans (mostly retirement benefits) to provide first call resolution to participants, and their approved associates. Calls can vary from helping participants understand their benefits, get updates on current benefit processes, access systems, or complete self-service tasks. You'll also be responsible for securing accounts before assisting the participant.
Responsibilities
- Learn multiple, complex benefit plans (mostly retirement benefits)
- Provide first call resolution to participants and their approved associates
- Help participants understand their benefits
- Provide updates on current benefit processes
- Assist with system access and self-service tasks
- Secure accounts before assisting participants
Ideal candidate profile
- Wants to not only know what the correct answer is but why it's the correct answer
- Is process oriented
- Is comfortable utilizing multiple systems at the same time
- Has a customer service heart
Compensation and benefits
- Starting at $56,000.00 annually + an incentive opportunity
- Medical, dental, vision and well-being benefits from our HealthFlex Exchange on day one
- 8% employer contribution to retirement plan with an additional match up to 2% on day one
- 17 days of PTO + 12 paid holidays in 2026
- Hybrid work environment (office is located in Glenview, IL; Customer Solutions is in the office on Tuesdays and Wednesdays)
- Free financial planning assistance from EY
- Paid parental leave
- Tuition reimbursement and other development opportunities
Minimum requirements and qualifications
- Associate degree or equivalent work experience
- Has a passion for serving customers
- Has a consistent positive and professional demeanor over the phone
- Prior experience learning a complex subject or system and applying the learned information to future situations
- Can multi-task while working with a customer over the phone
- Proficient with technology and has basic experience with Word and Excel
- Has utilized multiple systems concurrently
Preferred qualifications
- 1 year of contact center experience
- Bachelor's degree
- Prior benefits administration customer service experience: preferably with defined benefit, defined contribution or health benefits
- Prior experience with CRM systems and workflow systems