Call Center Benefits Service Representative

Description and Requirements

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. Includes creating workflows for internal research requests.
Learn technical rules for client benefit plans.
Follow call center guidelines and protocol in the day-to-day operations.

Previous Experience

Previous call center experience preferred.

Education and Skills

• High School diploma or equivalent required. Associates degree preferred.
• Strong verbal and written communication skills.
• Working knowledge of Microsoft Office suite of products.
• Detail oriented. Excellent time management skills, able to set priorities, and manage deadlines.
• Able to work in a team environment.
• Resourceful, eager to learn new concepts, and further professional development.
• Ability to define problems and generate potential solutions.

Benefits

• Nationally Recognized as a Top Insurance Employer
• Competitive pay, incentives, and benefits
• Employee programs recognizing outstanding achievement and supporting a healthy, productive lifestyle
• Comprehensive health, welfare, and financial benefits including compensation incentives, medical, wellness, dental, vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs
• A generous paid time off policy, paid family leave benefit, and paid holiday time

About USI

USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both 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 (“USI”).

Resources and Support

USI ONE Advantage® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Recognition and Awards

• Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
• Certified as a Great Place To Work two years in a row (2024-2025).

Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Diversity and Inclusion

Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.