Retirement Customer Service Representative I Full Time Hybrid
Location:
OH - Columbus
Apply nowGeneral Summary:
Proactively assist client and participant callers with inquiries; answering questions to routine transactions providing high level customer service to all. Process defined benefit transactions with a high degree of accuracy within service level agreement parameters. Quickly and accurately create workflows for internal research requests.
Essential Duties and Responsibilities:
- Proactively assist client and participant callers with inquiries; answering questions to routine transactions providing high level customer service to all
- Process defined benefit transactions with a high degree of accuracy within service level agreement parameters
- Quickly and accurately create workflows for internal research requests
- Provide thorough and prompt response to client and participant faxes, emails and mailings
- Communicate with coworkers, trustees and clients to resolve processing issues immediately
- Learn technical rules for plans
- Keep team leaders and customer service manager apprised of issues
Specific/Individual Core Competencies:
- Excellent verbal and written communication skills
- Strong listening, analytical and problem-solving skills
- Benefits administration background preferred
- Effectively handle stressful calls in a professional manner
- Proficient in use of required processing software and systems
- Proficient in use of Microsoft Word, Excel, Access
- Able to meet deadlines with the highest degree of accuracy
- Detail-oriented and capable of multi-tasking
- Able to work well in a group environment as well as independently
- Self-motivated
Education:
- 2-year degree preferred
Experience
- Previous call center experience preferred
- Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
- Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
- Visit our Awards and Accolades page for a complete list of industry awards and recognitions!
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 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.
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