Retirement Services Associate

Overview

At Banner Life Insurance Company, we lead with heart and ambition. Every day, we transform purpose into progress, guided by our unwavering commitment to be better for our customers, clients, and communities, not just today but long-term as well. Our people are the driving force behind everything we achieve. Their passion, purpose, and pursuit of innovation empower us to deliver cutting-edge solutions that support those we serve, ensuring we are here for you, here for good and striving for better. We’re a forward-thinking company energized by our work and how we show up for one another. Our culture is built on meaningful impact and genuine enjoyment, because we believe great work and great experiences should go hand in hand. By offering career development opportunities, comprehensive benefits, and programs that support your wellbeing, we help you thrive personally and professionally.

Responsibilities

• Handle all incoming service calls and emails and process administration work while delivering prompt, accurate, and exceptional customer service.
• Review and process incoming mail as needed, including return mail and searching for missing annuitants.
• Research benefit payment processing inquiries and establish new direct deposit setup.
• Handle tasks of low to moderate complexity, such as processing death reports, address changes, stop and reissues of payments, direct deposit changes, tax withholding changes, beneficiary changes, etc.
• Intake of appropriate information from callers and determine which department to partner with for next steps.
• Provide year-end tax form information and support.
• Maintain daily mail/task activity, including incoming queue review and handling of documents.
• Research and respond to customer inquiries in a timely manner.
• Perform other duties as assigned.

Qualifications

• A High School Diploma or equivalent work experience, college preferred
• 2+ years’ experience in a customer service/administrative related position
• Call Center / Customer Service experience preferred
• Understanding of pensions and annuities
• Strong project management, organizational, and problem-solving skills
• Ability to prioritize multiple tasks, work independently, and exercise good judgment
• Self-motivated, proactive, and detail-oriented with a strong sense of ownership
• Exceptional oral and written communication skills
• High level of confidentiality, discretion, and professionalism
• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
• Proven ability to build trust, maintain relationships, and lead through influence

Benefits

• 10 - 25 vacation days, depending on experience level and years of service
• 4 floating holidays, 2 personal days, & 2 wellness days
• 10 - 15 sick days, depending on years of service
• Health benefits, including medical, dental, and vision coverage
• Supplemental health benefits and life insurance
• 6 weeks of paid parental and maternal leave
• Immediate vesting into a 401 (k) savings plan with up to 6% company match
• 100% employer-contributed Pension Plan - Cash Balance Plan after 1 year of service
• Flexible Workspace and Arrangements
• Tuition and Certification reimbursements
• Infertility and domestic partner benefits

Pay

The expected hiring compensation range for this position is $50,000 - $60,000 USD annually. Base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The current bonus target for the position is 3% of the base salary with a stretch to twice the target, modified for corporate and individual performance.

Schedule

This role is hybrid located in Stamford, CT