Recognized eight times as a Chicago’s Best and Brightest Companies to Work For® and seven times as a National Best and Brightest Companies to Work For®, Wespath Benefits and Investments (Wespath) is seeking a customer-focused individual to join our award-winning organization as a Customer Solutions Specialist in our Customer Service department.

Serving The United Methodist Church for over a century; Wespath and its subsidiaries maintain one of the largest faith-based pension funds in the world, serving more than 100,000 active and retired clergy and lay employees of the Church. Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.

In this hourly position you’ll learn multiple, complex benefit plans (mostly retirement benefits) to provide first call resolution to participants, and their approved associates. Calls can vary from helping participants understand their benefits, get updates on current benefit processes, access systems, or complete self-service tasks. You’ll also be responsible for securing accounts before assisting the participant. Individuals who excel in this role:

Want to not only know what the correct answer is but why it’s the correct answer.
Are process oriented.
Are comfortable utilizing multiple systems at the same time.
Have a customer service heart.

Compensation and Benefits for the Customer Solutions Specialist:

Starting at $56,000.00 annually + an incentive opportunity
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
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.

Minimum Requirements/Qualifications:

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.

Preferred Requirements/Qualifications:

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.

Wespath Benefits and Investments

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Customer Solutions Specialist