Latitude Inc

Financial Customer Service Representative

Latitude Inc  •  Gaithersburg, MD (Onsite)  •  26 days ago
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Job Description

A well-established benefits administration organization is seeking an Applicant Services Representative to support participants through the application and verification process for pension and benefit programs. This role focuses on delivering accurate, timely, and empathetic service while processing applications, reviewing documentation, and responding to participant inquiries.

Key Responsibilities

  • Reviewing and validating documentation required to process benefit applications
  • Processing status requests, benefit applications, and verification requests accurately and efficiently
  • Calculating pension and benefit amounts based on eligibility and service credits
  • Preparing system-generated and template correspondence related to application processing
  • Communicating with participants by phone or written correspondence to clarify application details
  • Researching work history and Social Security documentation when necessary
  • Coordinating with internal teams to resolve discrepancies or missing information
  • Preparing files for approval or rejection based on eligibility requirements
  • Recalculating benefits when additional service credits are identified
  • Assisting with retroactive payment calculations and interest adjustments
  • Providing backup support to the contact center when needed

Qualifications

  • 2+ years of experience in benefits administration, pensions, or related fields preferred
  • Bachelor’s degree or equivalent professional experience required
  • Strong attention to detail and ability to manage multiple tasks in a high-volume processing environment
  • Excellent verbal and written communication skills
  • Ability to research, analyze documentation, and resolve complex participant inquiries
  • Professional demeanor with strong collaboration and problem-solving abilities
Latitude Inc

About Latitude Inc

Company Summary

Latitude is a Human Resource Consulting Firm headquartered in Hanover, MD with an office in Winter Park, FL. Latitude provides consulting services to a wide range of industries (Technology, Engineering, Scientific, Communications) in both the Private and Public Sectors. We are a contract, contract-to-hire and direct placement personnel agency providing clients with skilled professional employees of all skill levels.

Latitude provides its services to businesses in the Beltway Corridor, Washington DC, Maryland, and Northern Virginia regions. However, we are not limited to these areas as we will work with Nationwide Clients. As a company, Latitude differs from other temporary and permanent placement agencies because of the experience of it's owners and the talent and professionalism of it's employees.

With 30 plus years of experience, Latitude's Management team understands what is required to service the needs of the most complex clients and organizations. Our recruiters and consultants are chosen based on their experience and track records within the industry. This commitment to excellence will ensure successful results and most importantly cost efficiency for our client.

Latitude provides each of the following services for all clients and tailors these services to the particular needs of the client.

• Individualized recruiting and reference checking

• Skills evaluation and preliminary interviewing for each employee

• In person screening prior to client interview

• Background checks and drug tests at client request

• Software and technical testing

Industry
HR & Recruiting
Company Size
51-200 employees
Headquarters
Hanover, MD
Year Founded
Unknown
Website
latitudeinc.net
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