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Pension Analyst


OH - Columbus, OH - Dublin

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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 Summary:

The Pension Analyst is an entry-level role that entails providing administration and analytical support to senior staff while learning about the design, operations, and regulations governing defined benefit plans.

Essential Duties and Responsibilities:

  • Interpret pension plan documents and general pension regulations
  • Process and manage pension requests (calculations, data inquiries and/or updates, etc.)
  • Reconcile participant data questions
  • Assist with periodic data and processing projects
  • Communicate with coworkers, trustees, and clients to resolve processing discrepancies in a timely manner
  • Keep managers apprised of project work and on-going workflow logs
  • Have proactive involvement with clients

Specific/Individual Core Competencies:

  • Time management & organizational skills
  • Analytical skills with an emphasis on problem solving
  • Track multiple tasks and case resolution
  • Verbal and written communication skills
  • Understand and analyze participant data records
  • Intermediate skill level in Microsoft Office (i.e., Outlook, Excel, etc.)
  • Work independently and in group atmosphere


  • Bachelor’s Degree

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:


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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.

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