Skip to content

Retirement Services Associate


CT - Glastonbury

Apply now Share Share 401(k) Admin./RSA (DC - Direct Solutions, Lisa Abner, CT) with Facebook Share 401(k) Admin./RSA (DC - Direct Solutions, Lisa Abner, CT) with LinkedIn Share 401(k) Admin./RSA (DC - Direct Solutions, Lisa Abner, CT) with Twitter Share 401(k) Admin./RSA (DC - Direct Solutions, Lisa Abner, CT) with a friend via e-mail

Why USI:

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad - and we invite you to learn more.


Unrivaled Resources and Support


The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.


Unique Employee Programs and Deep Community Engagement


We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.


Industry-Leading Associate 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.


Committed to a Diverse and Inclusive Work Environment


USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.


Nationally Recognized as a Top Insurance Workplace


USI has been recognized as one of:

• The Top Insurance Employers by Insurance Business America four years in a row (2018-2021).

• Business Insurance's 2021 list of Best Places to Work in Insurance for the second year in a row.

• Forbes Best Large Employers in America (2018-2019).

• Ranked as one of Forbes Best Large Employers in America (2018-2019)

General Description:  The Retirement Services Associate supports the Defined Contribution consultants with administrative tasks.

Responsibilities:  Assistance with record-keeping for client plans including:

  • Process distribution and loan requests so checks are sent within 7-10 business days of receipt, including transaction entry, payment processing, check register review, follow up with Wells Fargo as needed

  • Print, collate & perform word processing for administrative forms/manuals/letters

  • Input & file enrollment records, send participant welcome letters

  • Process & reformat payroll/census data files and assist in processing contribution deposits

  • Assist with preparation of reports for quarterly valuation packages

  • Accurate and timely recording of transactions and work logs

  • Sort/file fund account statements for team members

  • Log into participant call service lines daily and answer calls; log all calls in OLPS screen; return any messages within 4 business hours

  • Complete special projects as requested by consultants such as participant and client mailings

  • Sort mail for team and process returned mail

Knowledge, Skills and Abilities:

  • Associate or Bachelor’s Degree in Mathematics, Business, Finance or Accounting preferred

  • Computer literate - Knowledge of Windows environment, including Word & Excel

  • Detailed and organized

  • Strong attention to detail

  • Ability to stay organized and focused in a busy environment

  • Good oral and written communication skills

  • Personable and credible

  • Professional and dependable

  • Demonstrates cooperation and collaboration in a team setting

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

Job ID:


Interested in hearing about other USI Career Opportunities?

Join Our Talent Network
EEO is The Law - click here for more information
Notice to 3rd Party Recruiters

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

We endeavor to make this site accessible to any and all users. If you would like to contact us, please email