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Pension Administrator
(Positions available in
New York, NY
)
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Duties: |
Reports to: Actuarial Manager
Candidate will review and process data to allow for calculation of benefits, determination of vesting and other eligibility, accept and review periodic data files for salary extract and data related projects. In addition, the candidate will be required to calculate benefits, participate in peer review of benefit calculations, perform QDRO calculations, generate benefit statements, assist in the installation of new pension administration clients, design/generate internal and client specific reports, and create and maintain excellent client relationships.
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Qualifications: |
Associate's degree, Bachelor's degree desirable. Candidate must have 2 or more years of relevant pension or benefit experience.
Interested candidates please send resume and salary requirement to hr.usicg@usi.biz.
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Vice President, Retirement Planning Services
(Positions available in
Chicago, IL
)
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Duties: |
Reports To: Director of Retirement Plan Services
The primary focus of the VP Retirement Planning Services is to seek out new relationships with various plan sponsors, centers of influence, strategic partners, producers and sales representatives around the country. Candidate will be required to drive new business development in connection with an annual production, as well as develop and support cross-selling strategies for existing clients. The candidate will provide consulting advice to plan sponsors on retirement benefits including Defined Benefit, Defined Contribution and Executive Compensation Plans. Developing proposals for prospects, compiling and responding to RFP's (includes the research, gathering of information and assisting in writing of the responses) will be required. Candidate will attend meetings with plans sponsors and employee groups additionally.
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Qualifications: |
Bachelor's Degree with minimum 4 years of successful experience in a sales capacity. Series 6 or 7 required, Series 65 desired. Strong financial aptitude required. Must be computer literate with knowledge of Excel, Word and PowerPoint. Must be detailed, organized with strong communication and interpersonal skills.
Interested candidates please send resume and salary requirement to hr.usicg@usi.biz.
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Marketing Consultant
(Positions available in
Glastonbury, CT
)
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Duties: |
Reports to: VP of Operations
Department: Marketing
Sales Support - provide proactive, timely and accurate support to sales producers in daily activities, including but not limited to:
- Create, update and maintain proposals, presentations and RFPs
- Update and run weekly reports from sales prospecting database
- Gather and distribute weekly sales/consultant meeting materials (e.g., sales reports, forecast tracking, weekly wins, win/loss analysis, etc.)
- Coordinate and attend weekly sales meetings
- Work with sales producers to coordinate and implement wave-marketing campaigns/e-blasts
- Coordinate annual sales summit
- Provide lead generation - support in prospecting & drip campaigns
Marketing Support - provide assistance to the marketing team with daily activities, including but not limited to:
- Assist in the design of brochures, mailers, advertisements and other collateral material
- Assist in the coordination of the seminar/tradeshow activity in specific geographies, industries, etc.
- Coordinate, create & distribute client newsletters
- Update marketing intranet as materials arise
- Assist with survey creation and implementation
- Assist with the coordination of new client welcome packets
- Stock all marketing supplies, marketing samples, brochures, welcome packets, etc.
- Assist with webcast coordination (e.g., invitations, post-webcast survey, etc.)
- Create & distribute press releases & maintain press release publication database
- Respond to publication industry surveys
- Assist with coordination of event sponsorships & advertisement creation
- Provide support on special projects
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Qualifications: |
- Minimum of an Bachelors degree in business preferred or a minimum of 2+ years experience in sales & marketing, administration or related industry
- Background in financial retirement services desired
- Strong PC skills, including; intermediate to advanced levels of Microsoft Office; Word, Excel, PowerPoint, Adobe Creative Suite: InDesign, Photoshop (Illustrator a plus)
- Ability to work under pressure in a fast-paced environment and meet deadlines
- Excellent people skills and ability to work with senior management
- Detail oriented and ability to prioritize
- Travel less than 5%
Interested candidates please send resume and salary requirement to hr.usicg@usi.biz.
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Data Analyst
(Positions available in
Glastonbury, CT
)
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Duties: |
The Data Analyst will Provide day-to-day operational support for H&W clients using internal systems to ensure data transmissions are performed accurately and in a timely manner.
Perform daily data operations to produce data feeds to carriers.
Audit all data operations in and out of the H&W systems.
Research data problems as reported by the client and/or carriers in relation to data feed errors.
Ensure all data-related activities remain SAS70 compliant and provides information, as needed, to auditors.
Gather specifications to data feed changes and report them to the H&W business analyst(s) for implementation.
Work with carriers and clients to test new data feed implementations to ensure they meet specifications provided by the business analysts.
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Qualifications: |
Experience in a health and welfare benefits data environment.
Strong Microsoft Excel capabilities.
Ability to analyze datasets using tools such as Microsoft Access and/or SQL Server.
Strong working knowledge of the health and welfare benefits industry.
Experience with commercial quality health and welfare benefits record keeping systems strongly desired.
Ability to work independently and demonstrated facilitation and communicative skills.
Interested candidates please send resume and salary requirement to hr.usicg@usi.biz.
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Actuarial Analyst
(Positions available in
Glastonbury, CT
)
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Duties: |
Draft the actuarial valuation and maintain plan record keeping for assigned clients and finalize after actuarial review. Maintain turnaround time to meet the clients requirements and the departments timing standards.
Complete IRS Form 5500, along with appropriate schedules and attachments and deliver it in an appropriate timeframe to the client.
Complete the Pension Benefit Guaranty Corporation Form 1 (and Form 1ES, if necessary) for determining premium payments to comply with PBGC regulations. This form should be completed in accordance with the Departments timing standards.
Draft the FAS 87 Pension Expense Calculation and Disclosure Statement. Ensure timely delivery of this statement to assigned clients.
Formulate and process benefit calculations and projected benefit estimates.
Facilitate communication between the client and the actuary for assigned clients. Draft correspondence between USICG and the client.
Become familiar with basic mortality and interest theory concepts.
Complete special project assignments as requested by the client or actuary.
Become familiar with various software applications to become efficient in completing client assignments.
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Qualifications: |
Bachelor Degree in Mathematics, Actuarial Science, Computer Science or Finance.
1 to 2 years of actuarial experience.
Completion of actuarial exams is not required.
Strong analytical and communication skills.
Functional in MS Office software (Word, Excel and Access).
Team orientation.
Ability to multi-task and juggle priorities.
Interested candidates please send resume and salary requirement to hr.usicg@usi.biz.
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SUBMIT
RESUME / CONTACT US
If you are the dynamic individual we are looking for and
want to join our team, please indicate your salary requirements
along with the position you are applying for and forward
your resume to:
Please send resume to:
USI Consulting Group, Inc.
Attn: Human Resources
95 Glastonbury Blvd
Glastonbury, CT 06033
Email: hr.usicg@usi.biz
USI Holdings Corporation is an Equal Opportunity Employer and
values diversity in the workplace
(back to beginning of
positions available) |
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