Note: The job is a remote job and is open to candidates in USA. USI Insurance Services is an insurance brokerage and consulting firm providing retirement plan consulting and benefits administration services. The Staff Consultant supports client retirement plans by performing recordkeeping, processing transactions, reconciling data, responding to client inquiries, and assisting with compliance, auditing, invoicing, and special projects.
Responsibilities
- Reconcile asset balances (trust and participant accounts) and work with senior members of the team to resolve discrepancies
- Process transactions, including distribution and loan requests, forfeitures, etc
- Retrieve and provide reports from partner portals to provide assistance to more senior members of the team
- Maintain accurate and timely recording of work tracking log
- Maintain day-to-day client contact for inquiries on assigned plans where applicable
- Correspond with clients, team members, Producers & Relationship Managers to help manage client relationships and respond to all client or participant calls/emails within 4 business hours
- Work with Sr. Consultant and/Team Leader to review and learn processes for IRS Form 5500/SAR, audit packages, MRDs, and required compliance tests
- G ather and reconcile required data
- M anage deadlines for assigned tasks and complete assigned portions of checklists
- C ommunicate with clients/auditors/internal partners as necessary to respond to questions or requests for information
- Work with Consultant/Sr. Consultant/Team Leader to identify which projects are part of core services or those that may requiring additional billing
- Complete required tracking spreadsheet for projects and non-core TPA services to ensure proper client invoicing
- Complete special projects as applicable
Skills
- Strong computer skills-solid knowledge of Windows environment, including Word & Excel
- Excellent mathematical aptitude.Detailed and organized.Able to multi-task a must
- Ability to meet all client deliverables requiring extended working hours during peak work periods
- Excellent communication, accounting and interpersonal skills
- Bachelor's or Associates Degree in Mathematics, Business, Finance or Accounting preferred or equivalent experience
- Two or more years related business experience preferred; ASPPA RPF certificate completion preferred or willing to obtain
- Relius Administration experience a plus
Benefits
- Potential compensation incentives
- Summit Awards program, rewarding excellence in those who build our brand each day
- Award-winning wellness program
- College scholarships for associates' children
- Financial help in times of need
- Curated education and training resources
- Employee support programs
- Medical benefits
- Dental benefits
- Vision benefits
- 401(k)
- Flexible spending accounts
- Health savings accounts
- Short-term disability
- Long-term disability
- Life insurance
- Other unique employer-sponsored and voluntary programs
- Generous paid time off policy
- Paid family leave benefit
- Paid holiday time
Company Overview