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Vice President, Defined Contribution
(Positions available in
Glastonbury, CT
)
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Duties: |
Reports To: National Practice Leader
Defined Contribution leader supporting operations, client services, administration, recordkeeping operations and new sales. Work collaboratively with other departmental leaders to ensure service and operations model provides the highest level of client service and maximizes client retention. Responsible for consulting, presentation participation and assisting in the closing of business. Responsible for overall operations management and service delivery model, consulting, presentation participation and assisting in the closing of business. Maintain, retain and grow client relationships.
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Qualifications: |
Bachelor’s degree in management, finance or related field required, Master’s preferred. Minimum 10 years Defined Contribution leadership experience. Advanced computer skills specifically in Microsoft Word and Excel. Must be client focused and have strong service and sales skills with the ability to lead and motivate a team. Series 6, 63, 65 or 66 preferred.
 Interested candidates please send resume and salary requirement to hr.usicg@usi.biz.
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Pension Administrator/Consultant
(Positions available in
Glastonbury, CT
)
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Duties: |
Department: Defined Benefit
Reports to: Senior Pension Consultant or unit manager.
Job Functions and Responsibilities:
1. For assigned clients, answer participant phone calls (or emails) at the help desk. As appropriate, answer questions, refer to other resources for answer (e.g. legal), gather material for mailing, and/or calculate a benefit for communication. Comply with departmental and each client’s performance standards.
2. Maintain data to allow for calculation of benefits, determination of vesting and other eligibility, and grouping of participants by status type. Accept periodic data files and salary extracts to update data file.
3. Create a detailed record of all calls including nature and date of resolution.
4. Design and generate internal and client specific reports. In so doing, support our billing process, contribute to production reporting and demonstrate compliance with performance standards. Ensure timely availability of information in support of reports.
5. Calculate all requested benefits, including terminated vesteds, retireds, estimates for actives, and lump sums, as necessary. Participate in the peer review of benefit calculations.
6. Perform QDRO calculations in accordance with documentation. Interpret QDRO for benefit calculation in accordance with department standards.
7. Prepare and distribute complete communication packages, including election forms, worksheets, waivers, withholding forms, EFT elections, etc. Coordinate with other practices, as needed.
8. Use Word, Excel, and Access to perform duties. Using prior methods as templates, update for new client or changes to existing client. Support document imaging. Using these and other tools enhance capability and facility of our methods and practice.
9. Serve as back-up to other clients to cover vacation, sickness, extended hours, etc. Assist in training of new hires. As needed, serve as team leader for a large client or group of clients.
10. Generate benefit statements and special projects, as needed.
11. Contribute to the interviewing of new staff hires and assist in their training.
12. Assist in the installation of new outsourcing clients. Learn format and content of plan documents, especially as it affects outsourcing and benefit calculations (service, compensation, FAE, etc.) Evaluate client needs and recommend practices.
13. Create and maintain excellent client relationships. Cause assigned clients to understand USICG to be a professional source of solutions to their problems. Foster a friendly and efficient working environment through a team-oriented attitude. Extend these results to the assigned team, as needed. Support marketing efforts, as requested.
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Qualifications: |
• Associate degree, four-year degree desirable
• Some technical experience necessary—spreadsheet, database, and word processing
• Detail oriented, highly organized, e.g. tracking status of many activities
• Ability to manage several concurrent projects; meet deadlines and performance standards
• Professional, friendly phone manner
• Ability to think quickly, and to assess questions that can be answered immediately or researched
• Numerical aptitude
• Some overtime, intense periods, and coverage of extended hours
Click here to submit resume / contact us.
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Defined Benefits Operations Manager
(Positions available in
Glastonbury, CT
)
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Duties: |
Department:Defined Benefit - Actuarial Services
Reports to:SVP Practice Leader and Managing Actuary
Administration
• Staffing:
- Assist Managers with coordination of new hires, terminations, promotions, including mid-year & year-end reviews
- Assist in allocation of staff resources to match client needs
- Lead monthly team leader and IT User Group monthly meetings
• Training
- Coordinates the training strategy sessions developed by the Chief Actuary in the operation
- Assist with general issues, coordination of seminars and entertainment, etc., as required for assigned client base in office.
- Daily review of Plan Sponsor/FreeErisa reports and disseminate articles for Department
• Production
- Monitor client deliverables tracking system (production reports, benefit calculation logs, etc.)
- Review peer review program governing the work product, to ensure the quality of core actuarial and consulting assignments within the local office
- Management responsibility for Pension Outsourcing Services
- Coordinate introduction and integration of new software into practice with actuarial managers and Practice Leader
- Coordinate the annual SAS 70 audit of the DB Department
• Serve as account manager for assigned clients, including conducting stewardship calls
Financial
• Financial Reporting
- Coordinates preparation of monthly and year-end financials with Chief Actuary
- Metrics and realization analysis for Department
- Development of forecasts for the office practice
- SOF reports, “Solve-For” analysis, Lost Business report, Team ratios
- Coordinate the annual Frost disclosure reporting
• Budgets - Assists in the development of budgets for the office practice
• Serve as Vendor Manager for Reliance Trust and Winklevoss Services
• Billing
- Responsible for coordination of monthly billing and receivables including the preparation of time charge/billing for TN office
- Time Tracking – Review Sage time reports monthly for billing/WIP reporting. Update staff billing rates annually with Practice Leader
- Establish core renewal fees annually for clients with assigned actuary
Marketing
Work with Marketing department, office Chief Actuary and Practice Leader to coordinate proposals, and RFP’s
• Assist in presentations to client prospects
• Work with CRM, office Chief Actuary, and Practice Leader to help identify cross-selling approaches and opportunities for USICG within assigned team client base and other office teams
• Prepare Service Agreements for new clients
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Health & Welfare Administration Practice Leader
(Positions available in
Glastonbury, CT
)
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Duties: |
The primary responsibility of the Practice Leader (PL) is to develop new business for the Practice as well as USICG. The PL is also responsible for the generation of revenue from existing clients and is expected to achieve Practice annual revenue expectations as prescribed by USICG’s budget. To that end, the PL is responsible for the development of a Practice Business Plan. Working in conjunction with the Sales Manager, the PL is also responsible for the development of an annual Practice Marketing and Sales Plan.
He /she is responsible for providing technical / expert/ and strategic support to the sales force in the form of guidance, consulting, presentation participation and proposal leadership and review. The PL also establishes pricing strategies that are consistent with the requirements of the budget. The PL participates in branding and visibility strategies to promote the Practice including but not limited to seminar development and participation, authored articles, professional meeting presentations, speech making, participation in select key organizations as well as other activities required to further the reputation of the Practice.
The PL is responsible for new product development as well as enhancements to existing services and products. Along with the AVP – Operations Manager, the PL establishes and updates the Practice Mission. The PL along with the AVP – Operations Manager is responsible for personnel matters relating to the H&W Administration staff. The PL is expected to maintain, retain and where possible grow significant client relationships. The PL also establishes strategic business relationships to enhance revenue and / or new business. The PL is a member of the Senior Staff of USICG.
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Qualifications: |
The PL must have at least ten years of experience in the Health & Welfare Administration. He / she must have a baccalaureate degree as well as the appropriate professional designations and licenses. An advanced degree is preferred but not required. The PL must demonstrate exceptional sales, marketing and client relation skills with outstanding oral and written communication skills. The PL must demonstrate a contemporary understanding of the Practice and must be highly proficient in appropriate information technology and systems.
Click here to submit resume / contact us.
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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 or fax resumes 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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