Call Center Benefits Service Representative
About the Role
Provide high-level customer service to client’s retired participants, including responding to inquiries on routine transactions. Process retiree defined benefit transactions and create workflows.
Responsibilities
- Assist retirees with routine inquiries.
- Process retiree defined benefit transactions.
- Ensure accuracy of inquiries and transactions within service level agreement parameters.
- Document requests and inquiries in the internal case management system, including creating workflows for internal research requests.
- Learn technical rules for client benefit plans.
- Follow call center guidelines and protocol in day-to-day operations.
Requirements
- High School diploma or equivalent (required).
- Associates degree (preferred).
- Previous call center experience (preferred).
- Strong verbal and written communication skills.
- Working knowledge of Microsoft Office suite of products.
- Detail-oriented with excellent time management skills, able to set priorities and manage deadlines.
- Ability to work in a team environment.
- Resourceful, eager to learn new concepts, and further professional development.
- Ability to define problems and generate potential solutions.
About the Company
USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm with 50 years of experience helping employers enable their workforce to successfully plan and invest for retirement. USICG provides independent, comprehensive guidance and innovative, flexible retirement plan solutions. USICG is an affiliate of USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser), and a wholly owned subsidiary of USI Insurance Services.
Benefits
- Competitive pay with potential for compensation incentives.
- Medical, wellness, dental, and vision benefits.
- 401(k) retirement plan.
- Flexible spending and health savings accounts.
- Short- and long-term disability insurance.
- Life insurance and other unique employer-sponsored and voluntary programs.
- Generous paid time off policy, paid family leave, and paid holiday time.
- Summit Awards program recognizing excellence in brand-building.
- Award-winning wellness program.
- College scholarships for associates' children.
- Financial assistance in times of need.
Pay
Annual salary is $18/hour, plus potential for compensation incentives.
Company Culture and Recognition
- Committed to a diverse and inclusive workplace through the award-winning I’m With U diversity and inclusion program.
- Deep community engagement and environmental sustainability initiatives.
- Recognized as one of Insurance Business America’s Top Insurance Employers (2018–2025).
- Named to Business Insurance’s Best Places to Work in Insurance (2020–2025).
- Named to Fortune’s Best Workplaces in Financial Services & Insurance (2024–2025).
- Certified as a Great Place To Work (2024–2025).