Benefit Administration Analyst

General Description:

Entry-level role in the Benefit Administration team. Responsible for providing administration and analytical support to senior team members. Gain understanding of the design, operations, and regulations governing defined benefit plans.

• Process and manage pension requests. Includes first calculation/paperwork for active plans, data inquiries, and updates.
• Reconcile participant data changes and year end reporting.
• Work directly with clients and respond to participant questions.
• Analyze calculation breakpoints. Includes identification and testing.
• Create or run participant data reports. Analyze and manipulate data files.
• Review and approve payments to participants.
• Meet the company’s CRM case efficiency and accuracy metrics.
• Participate in an out-of-scope project. Includes Plan Termination, TV Buyout, and new client implementation.
• Conduct work with a high level of quality and efficiency.

• Bachelor’s degree in mathematics, business, finance, or related field preferred.
• Basic knowledge of pension plans.
• Strong time management and organizational skills.
• Ability to analyze and understand large data sets.
• Excellent communication skills.
• Strong problem solving and systematic thinking skills. Includes ability to breakdown calculations specific to client plans.
• Proficient in Microsoft Office products, including Excel.
• Ability to work well in a team environment and independently

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
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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.

• competitive pay
• incentives
• benefits

We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

• award-winning wellness program
• college scholarships for associates' children
• 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…