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Participant Communications Specialist
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- Respond to telephone inquiries through the call center regarding United States and Canadian pension and annuity plans
- Engage in telephone contact with and respond to inquiries from outside parties including but not limited to financial institutions, third party vendors, union representatives, and legally appointed representatives while focusing on first time call resolutions.
- Maintain records of telephone inquiries and services provided in V3
- Review work-flows for United States and Canadian pension application processes, including but not limited to reviewing of application documents, verifying receipt of appropriate documentation with accuracy, and notifying of missing documents.
- Ability to comprehend Pension and Annuity plan rules and definitions
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