• Responding to client specific inquiries through multiple channels including telephone and web correspondence. • Assisting participants with the information needed to make informed decisions • Completing transaction(s) related to the customer’s inquiry with limited supervision while meeting timeliness and accuracy standards • Explaining the appropriate participant forms and provides guidance on completion • Completing follow up and call backs in a timely manner and escalate as appropriate • Gathering information to keep customer profiles and accounts up to date • Providing great customer service.