Customer Solutions Specialist - Level 1

Wespath Benefits and Investments is an award-winning organization serving The United Methodist Church for over a century. They are seeking a customer-focused individual to join their Customer Service department as a Customer Solutions Specialist, responsible for providing first call resolution to participants regarding complex benefit plans, primarily retirement benefits. Responsibilities Learn multiple, complex benefit plans (mostly retirement benefits) to provide first call resolution to participants and their approved associates Help participants understand their benefits, get updates on current benefit processes, access systems, or complete self-service tasks Secure accounts before assisting the participant Skills Associate degree or equivalent work experience Has a passion for serving customers Has a consistent positive and professional demeanor over the phone Prior experience learning a complex subject or system and applying the learned information to future situations Can multi-task while working with a customer over the phone Proficient with technology and has basic experience with Word and Excel Has utilized multiple systems concurrently 1 year of contact center experience Bachelor's degree Prior benefits administration customer service experience: preferably with defined benefit, defined contribution or health benefits Prior experience with CRM systems and workflow systems Benefits Medical, dental, vision and well-being benefits from our HealthFlex Exchange on day one! 8% employer contribution to retirement plan with an additional match up to 2% on day one! 17 days of PTO + 12 paid holidays in 2025 Hybrid work environment (office is located in Glenview, IL; Customer Solutions is in the office on Tuesdays and Wednesdays.) Free financial planning assistance from EY Paid parental leave Tuition reimbursement and other development opportunities Company Overview Overview Wespath Benefits and Investments is a not-for-profit administrative agency of The United Methodist Church. It was founded in 1908, and is headquartered in Glenview, Illinois, USA, with a workforce of 201-500 employees. Its website is