Benefit Administration Analyst

USI Insurance Services

Dublin (OH)

On-site

USD 42,000 - 54,000

Full time

6 days ago

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Benefits offered by this job

Competitive pay

Incentives

Benefits

Paid time off

Paid holidays

401(k)

Job summary

USI Insurance Services in Dublin, OH is seeking an entry-level Benefit Administration analyst to support senior team members with the administration and analysis of defined benefit plans.

You will gain understanding of plan design, operations, and regulations while processing pension requests, reconciling data, responding to client inquiries, and preparing reports. Strong Excel skills and teamwork are valued.

Qualifications

Bachelor’s degree preferred in mathematics, business, finance, or related field.
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; 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.

Responsibilities

Process and manage pension requests, including 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, including identification and testing.
Create or run participant data reports and manipulate data files.
Review and approve payments to participants.
Meet CRM case efficiency and accuracy metrics.
Participate in out-of-scope projects such as Plan Termination, TV Buyout, and new client implementation.
Conduct work with high quality and efficiency.

Skills

Data analysis

Pension basics

Time management

Communication

Teamwork

Problem solving

Education

Bachelor’s degree in mathematics, business, finance, or related field

Tools

Microsoft Excel

Microsoft Office

Job description

Description and Requirements

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.

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

Why USI?

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 usicg.com or follow us on LinkedIn.

Unrivaled Resources and Support

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.

Industry-Leading Programs, Rewards, and Recognition

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

Deep Community Engagement

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.

Committed to a Diverse and Inclusive Workplace

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.

Nationally Recognized as a Top Insurance Employer

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).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions! USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs.