Retirement Services Associate
Location:
CT - Glastonbury
Apply nowWhy 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: