THE USI ONE ADVANTAGE® Our Approach to Delivering Client
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USI Consulting Group is one of the largest employee benefit consulting firms in the U.S. We are the retirement administration and
investment division of USI Inc. USI Consulting Group offers a challenging work environment with opportunities for advancement. We are currently initiating a search for a Pension Administrator.
The CG OS Pension Administrator I assists Defined Benefit
-- Outsourcing clients in administering their pension plans, including both employee- and employer-facing responsibilities.
Your responsibilities will include:
For assigned small market clients, answer all participant phone calls and
monitor Service Center mailboxes for participant inquiries.
As appropriate, answer questions, refer complex questions, as necessary.
Document all calls including nature and date of resolution in database.
administrative updates e.g. Suspension of Benefits, TVs approaching normal retirement
Assist in daily administration e.g. sending out address & direct deposit change forms, pension verification letters, retiree setups, updates and monthly
retiree payroll changes.
Generate calculation of benefits, including terminated vested, retired, estimates for actives, and lump sums, as necessary.
Prepare and distribute complete communication packages, including election forms,
worksheets, waivers, withholding forms, EFT elections, etc.
Assist with SSN searches as needed.
Assist with maintaining Access database of all incoming mail.
Assess incoming work and assist with creating associated tasks on a
Assist with running daily work logs and distribute to team.
Assist with coordination of large mailings and supporting the USICG Admin Team
Support document imaging.
Foster a friendly and efficient working
environment through a team-oriented attitude.
Serve as back-up to other clients to cover vacation, sickness, extended hours, etc.
Comply with departmental and each client's performance standards.
Maintain excellent customer
Assist with data management.
Assist on projects, as needed.
Knowledge, Skills and Abilities:
Associate degree, or equivalent job related experience.
years of pension administration experience preferred.
Strong in the use of MS Products e.g. Word, Excel, and Access.
Detail oriented and strong organizational skills.
Ability to manage several concurrent projects; meet deadlines
and performance standards.
Strong written and oral communication skills.
Ability to think quickly to assess participant inquiries.
Math aptitude a plus.
Qualified candidates must be authorized to work in the US for any
employer without requiring Visa sponsorship.