Call Center Service Representative

General Description

Provide high-level customer service to client’s retired participants. Includes responding to inquiries on routine transactions. Process retiree defined benefit transactions and create workflows.

• 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 call center experience preferred.
• 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.
• 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.

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”). To learn more, visit or follow us on Linked In
.

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® 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.

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

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.

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.

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

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential for compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

Annual salary is $18/Hour, plus potential for compensation incentives