Pension Benefits Analyst

USI Insurance Services; Dublin (OH); On-site; USD 42,000 - 54,000; Full time

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

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.