14 days old

Customer Solutions Specialist

GLENVIEW, Illinois 60025-1604
  • Job Type
  • Job Status
    Full Time
  • Shift
    1st Shift

Wespath Benefits and Investments, recognized as a 2017-2022 Chicago’s Best and Brightest Companies to Work For® and a 2022 National Best and Brightest Companies to Work For®, has an opportunity for a newly created role of Customer Solutions Specialist as a part of our contact center. 

In 2022 the Customer Service department started a transition in how the department services our participants and other clients. This transition includes changes in the department structure, its technology, and processes.

Customer satisfaction and teamwork remain two of our core values. In this role you’ll play an important part in helping ensure customer satisfaction by delivering high quality customer service to our participants and plan sponsors, including using first contact resolution for incoming calls by utilizing multiple resources and systems. Caller needs will vary from walking a caller through a self-service task online to fully understanding their retirement and health benefits.

Compensation and Benefits for the Customer Solutions Specialist:

  • Starting at $51,000.00 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 2023
  • Hybrid work environment (office is located in Glenview, IL)
  • Free financial planning assistance from EY
  • Paid parental leave
  • Tuition reimbursement and other development opportunities


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.




  • Banking / Finance
Posted: 2023-03-10 Expires: 2023-04-09


Wespath Benefits and Investments is a not-for-profit administrative agency of The United Methodist Church. Wespath is responsible for the general supervision and administration of retirement, health and welfare benefit plans and programs, and investment fund management for more than 100,000 active and retired clergy and lay employees in the U.S. and around the world. Wespath has been honored as a Chicago-area Best and Brightest Companies to Work For® for six years in a row, as well as several national recognitions.


Our operations include retirement services, health care, investment management, environmental, social and governance (ESG) issues, positive social purpose (PSP) lending, U.S. pension plans and global pension programs and welfare benefit plans. In service since 1908, Wespath has approximately $29 billion in assets under management. As the nation's largest faith-based pension fund, Wespath works globally with corporations to address environmental, social and governance (ESG) issues, with a focus on responsible and sustainable investing.

When I talk to friends and family, it seems we have something unique here.” –current employee

The Glenview, IL headquarters building was awarded a Leadership in Energy and Environment Design (LEED) Gold certification by the U.S. Green Building Council. Wespath strives to lessen its environmental impact, reinforcing the organization’s core value of stewardship. The agency has received Best Employees for Healthy Lifestyles and Eye on Health awards, and provides incentive programs that focus on the well-being of its employees.

Our Values Teamwork – Integrity – Stewardship – Spirituality – Customer Satisfaction – Mutual Respect

Our Mission We care for those who serve by providing investment and benefit services that honor the mission and principles of The United Methodist Church.

We are currently operating as a hybrid work environment. Visit wespath.org/careers to view our open positions.

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Customer Solutions Specialist

Wespath Benefits and Investments
GLENVIEW, Illinois 60025-1604

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast