Retirement & Wealth Call Center Agent (Remote)

2w2 weeks ago

Inspira Financial

Oak Brook, US · Full-time · $45,000 – $60,000

About this role

Responsible for direct verbal and written communications with Automatic Rollover/Direct Rollover/Non-Retirement Accountholders, Plan Sponsors, Record-Keepers, and Third-Party Administrators in the Individual Investor Services Savers Department. Handles high call volume daily. Interacts with internal departments to resolve client requests and inquiries on account activity and investments.

Handles high volume of incoming and outgoing client phone calls. Responds to email, voicemail, and chat inquiries from clients. Articulates account opening, distributions, and investment processes while assisting with form completion and web troubleshooting.

Provides educated answers regarding IRAs and IRS Codes. Maintains a professional approach to client service consistent with protocol and service levels. Requires quiet, distraction-free remote work environment with equipment provided including laptop, monitors, headset, and more.

Undergoes approximately 7 weeks of paid training starting 6/29/2026 with mandatory attendance and 85% passing exam required. Regular schedule Monday-Friday 11:30 a.m.–8:00 p.m. CT with one weekday off excluding Monday, plus Saturdays 8:30 a.m.–5:00 p.m. CT. Strengthens relationships with clients and firm associates through communications.

Requirements

2+ years of experience in customer service
2+ years of call center experience
No degree required
Familiarity with health reimbursement accounts such as Flexible Spending Accounts (FSA), Healthcare Savings Accounts (HSA), and COBRA

Responsibilities

Handle a high volume of incoming and outgoing client phone calls
Respond to email, voicemail, and chat inquiries from clients
Articulate the account opening, distributions, and investment process to clients
Assist clients in ensuring that all required forms are fully completed
Handle troubleshooting inquiries in regards to Web and Online issues
Provide educated answers with regards to IRAs and IRS Codes
Maintain a professional approach to client service, consistent with protocol and service levels
Interact with internal departments to resolve client requests or answer inquiries

Benefits

Equipment provided: docking station, headset, keyboard, laptop, two monitors, mouse
Paid training approximately 7 weeks long with PTO accrual
Mandatory training attendance required; no PTO use during training period
Remote work requiring quiet, distraction-free environment