Benefit Administration Analyst

Benefit Administration Team Entry-Level Role

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.

Responsibilities:

• 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.

Knowledge, Skills and Abilities:

• 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.

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, Enterprisethe 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. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and 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 beautification and restoration projects to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint we're working together as ONE to build a better future.

Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025). Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025). Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). Certified as a Great Place To Work two years in a row (2024-2025).

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 potential compensation incentives, 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.