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Telephone Representative II; Retiree Services

Job in New York, New York County, New York, 10261, USA
Listing for: 1199SEIU Benefit and Pension Funds
Full Time position
Listed on 2026-01-01
Job specializations:
  • Customer Service/HelpDesk
  • Healthcare
Job Description & How to Apply Below
Position: Telephone Representative II (Retiree Services)
Location: New York

Telephone Representative II (Retiree Services)

Join to apply for the Telephone Representative II (Retiree Services) role at 1199

SEIU Benefit and Pension Funds

.

Requisition #: , # of openings: 2,

Employment Type:

Full time
, Position Status:
Permanent
, Category:
Bargaining
, Workplace Arrangement:
Hybrid
, Fund:
1199

SEIU National Benefit Fund

, Job Classification:
Non-Exempt
.

Responsibilities
  • Maintain HIPAA compliance while communicating with 1199

    SEIU members and advocates via telephone or written correspondence regarding benefit eligibility and claim submissions; accurately and professionally respond to a high volume of calls and inquiries by providing excellent customer service.
  • Respond to outbound inquiries which include voicemails and emails.
  • Provide assistance with medical and pension benefits, Medical and Part B claims and retiree programs.
  • Provide benefit eligibility requirements for Pension and Retiree Health Benefits to prospective pensioners and beneficiaries; research and establish eligibility for members and the reinstatement of terminated coverage.
  • Generate inquiries for pension applications, pension estimates, check stop payments, death e‑forms and Medical Code updates.
  • Update Member and/or Retiree demographic information (e.g., address, telephone number and email) as needed.
  • Generate pension verification letters at member’s request and request duplicate 1099‑R Tax Forms as needed.
  • Mail requested Pension and Retiree Health information such as applications, direct deposit forms, Preferred Drug Lists, Medical & Part B Claim forms, Enrollment Change forms, explanation of benefits, directories, etc.
  • Communicate and explain Retiree Health Benefits (RHB) to retirees (i.e., Medicare Part D and 1199

    SEIU Medicare Advantage Plan); alert members of new RHB programs, plan improvements or changes.
  • Research disability and medical claim history for claim status, accuracy, and timeliness; access various web‑based applications relevant to member’s inquiries.
  • Communicate with Eligibility department via call tracking module (QNXT), e‑mail to update or terminate a member’s eligibility and Medicare Part D information.
  • Generate inquiries for health cards; request letters of Creditable Coverage when necessary; contact Medicare and Centers for Medicare & Medicaid Services (CMS) to verify member Medicare Part D eligibility.
  • Provide assistance to members of Aetna MAPD with eligibility and benefit issues.
  • Perform additional duties and projects as assigned by management.
Qualifications
  • High School Diploma or GED required, some College or Degree preferred.
  • Minimum two (2) years high volume customer service experience in a call center environment; or two (2) years health claims processing experience; or two (2) years conducting pension calculations required.
  • Knowledge of Pension and Retiree Health Benefits provided by the Funds preferred (National Benefit Fund, Greater NY and Home Care, Hospital League, 144 Hospital Pension, etc).
  • Knowledge of web‑based applications, health claims systems, and call tracking systems with good navigation skills (Vitech and QNXT).
  • Keyboarding skills required (minimum 5,000 KPH and 80% accurate rate).
  • Excellent customer service skills required; able to maintain pleasant and helpful demeanor ensuring professional service is provided.
  • Superb communication skills both verbal and written; able to communicate in a clear and concise manner and initiate own correspondence.
  • Ability to work well under pressure due to the high volume and urgent nature of calls.
  • Able to multi‑task, establish priorities, meet deadlines, and follow through on assignments.
  • Member Services hours of operation are from 8:00 am – 6:00 pm; shifts are subject to change and/or availability.
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