Applicant Service Representative

Overview

• Provide exceptional service to applicants, ensuring accurate and timely processing of applications and inquiries.
• Support applicants with empathetic communication and efficient handling of their requests.
• Collaborate with internal teams to resolve complex issues and ensure smooth operations.
• Maintain compliance with organizational standards and procedures in all tasks.
• Contribute to the continuous improvement of applicant services processes.
• Engage in professional development to enhance skills and knowledge related to benefit fund operations.
• Work on-site to provide direct support and maintain effective communication with stakeholders.

Key Responsibilities & Duties

• Review and validate required documents for processing applications and status requests.
• Calculate benefits accurately and prepare necessary documentation for approvals.
• Handle inquiries and correspondence with applicants to clarify application details.
• Research Social Security transcripts and prepare authorizations for submission.
• Recalculate benefits due to changes in service credits or retroactive payments.
• Collaborate with Employer Services for work history verification and corrections.
• Provide backup support for the contact center as needed.
• Communicate regularly with the Applicant Services Supervisor for updates and guidance.

Job Requirements

• High School Diploma or GED required; Bachelor’s degree or equivalent experience preferred.
• Minimum of 2 years of benefit fund experience; Taft-Hartley Trust Fund experience preferred.
• Strong verbal and written communication skills with professional office demeanor.
• Proven ability to manage complex issues with a flexible and cooperative approach.
• Experience in troubleshooting and resolving participant-related issues collaboratively.
• Ability to work on-site and meet performance standards effectively.
• Familiarity with benefit fund operations and compliance requirements.