Milliman Care Guidelines

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Call Center Representative (Temp to Perm)

at Milliman Care Guidelines

Posted: 7/10/2019
Job Status: Full Time
Job Reference #: 3e7e61bb-6b0c-4639-a0e7-e2d9d8ccb4d7
Keywords: call center, inbound

Job Description


The Call Center Representative is responsible for talking with retirement plan participants educating them about their plan benefits, website and investment tools and retirement planning. The representative is responsible for completing transactions, researching answers, solving problems and following up with participants on outstanding issues in a call center environment.


  • Answer inbound calls, emails and chats from retirement plan participants
  • Research account or plan specifications
  • Follow up on outstanding issues and escalations in a timely manner to ensure satisfactory resolution
  • Complete participant transactions as required using Internet applications, Automated Voice response system, or manual procedures as required
  • Place outbound calls or compose outbound emails to obtain and provide information from/to participants, Milliman employees, or partner companies
  • Learn and maintain current knowledge of retirement plan provisions and administration systems, how to retrieve and interpret participant account and plan data as well as other existing applications
  • Complete training and certification programs from organizations such as ASPPA, CEBS, NASD, etc.
  • Learn retirement planning strategies
  • Use and explain retirement planning tools designed for plan participants
  • Assist in identifying system, data, and procedural problems and escalate as required


  • Three years High Touch Customer Service experience
  • Three years use of internet, computer and keyboarding experience, including email
  • Excellent attendance record
  • Must be able to work varying schedules and shifts if necessary, including overtime as assigned
  • Strong verbal skills, proper use of grammar and pronunciation
  • Strong written skills, correct spelling and grammar
  • Strong desire to talk to people and help them with their retirement plan needs


  • Bachelor degree or equivalent work experience
  • Retirement plan administration or investment planning experience preferred
  • ASPPA, CEBS designations or NASD/FINRA licensing is a plus
  • Bilingual – English / Spanish fluency


Must demonstrate Milliman’s core values which include:

  • Integrity - Must be honest, fair, active listener, open communicator and accountable
  • Teamwork - Work cooperatively and treat clients and coworkers with respect and dignity while valuing individual differences, encouraging new ideas and sharing information
  • Commitment to excellence - Demonstrate commitment to being creative, innovative, flexible and adaptable, focusing on quality solutions, continually improving and being a winner


Milliman employs more than 3,500 people working in employee benefits, healthcare, life insurance/financial services, and property and casualty insurance. For more than 70 years, the firm has quietly earned a reputation for exceptional services, innovation and quality. Today Milliman is one of the nation’s most highly regarded providers of retirement plan services to the full spectrum of business, financial, government and union organizations.


Our company, with the full support of our Chief Executive Officer, is fully committed to the maximum utilization of all human resources and the goals of Equal Employment Opportunity and Affirmative Action. We recruit, hire, train, and promote, and consider qualified applicants for employment, in all job titles without regard to age, ancestry, citizenship status, color, creed, familial status, genetic information, marital status, national origin, political ideology, race, religion, sex, sexual orientation, gender identity, status as an individual with a disability, or veteran status, including qualified disabled veterans, Armed Forces service medal veterans, recently separated veterans, and active duty wartime or campaign badge veterans; and shall not discriminate against any individual, or any other characteristic protected by law. Should you have a disability that requires assistance and/or reasonable accommodation with the job application process, please contact the HR department.