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[Remote] Call Center Benefit Service Representative

Remote, USA Full-time Posted 2026-06-25

Note: The job is a remote job and is open to candidates in USA. USI Insurance Services is a leading retirement plan consulting and benefits administration firm. They are seeking a Call Center Benefit Service Representative to provide high-level customer service to retired participants, assist with inquiries, and process defined benefit transactions.

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
  • 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

Skills

  • High School diploma or equivalent required
  • 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
  • Previous call center experience preferred
  • Associates degree preferred

Benefits

  • Medical
  • Wellness
  • Dental and vision
  • 401(k)
  • Flexible spending and health savings accounts
  • Short and long-term disability
  • Life insurance
  • Other unique employer-sponsored and voluntary programs
  • Generous paid time off policy
  • Paid family leave benefit
  • Paid holiday time

Company Overview

  • USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services. It was founded in 1994, and is headquartered in Valhalla, New York, USA, with a workforce of 10001+ employees. Its website is https://www.usi.com/.
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