Job Description

Why You Want To Work Here:

We represent a growing union providing our members with competitive benefits and powerful resources to help advance their careers. We have a casual and fun environment and opportunity for advancement! The Recipient Services Representative is responsible for the accurate and timely response to customer service-based questions over the phone and via email and the processing of benefits applications, payment calculations, and reports.

Responsibilities of the Recipient Services Representative:

• Provide services to allow plan recipients to make updates to their plans; often making updates to address changes, tax information, bank account information, check re-issues, etc.
• Receive and respond to incoming emails
• Calculate benefits information, status, and payments
• Route calls to appropriate departments
• Process status requests, applications, documents, and eligibility waivers
• Maintain files of information
• Research correspondence files, payroll reports, microfilm, and system record to determine the correct information for employer and/or participant system files, i.e., Federal Identification Number or Social Security Number discrepancies
• Other duties as assigned

Requirements of the Recipient Services Representative:

• Previous customer service / data entry processing experience
• Previous banking or number/ finance-oriented experience desired
• Listens well with the ability to communicate effectively both in verbal and written communications
• Presents a professional image in the office
• Strong attention to detail
• Demonstrates ability to manage complex issues while maintaining a flexible, positive, and cooperative demeanor

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