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Pension Consultant


IL – Schaumburg, OH - Columbus

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General Summary:

The Pension Consultant will work with senior team members in providing project management and administrative support to firm clients. The consultant will manage pension recordkeeping and consulting relationships within the Benefits Administration Practice.

The Pension Consultant will have the opportunity to work with a variety of clients in different areas of the Benefit Administration Practice.  This position could be the first step in a long, fulfilling career that offers leadership opportunities.

Essential Duties and Responsibilities:

  • Interpret pension plan documents and general pension regulations
  • Assist in managing projects by overseeing planning and tracking project activities and progress
  • Work with clients and team analysts day to day to manage the flow of delivery for ongoing services and project work.
  • Review and approve pension benefit calculations and work with third party vendors to process payments.
  • Manage and complete data cleanup/analysis projects

Specific/Individual Core Competencies:

  • 3 to 5 years of experience in a pension administration
  • Experience with complex calculations (QDRO/AP/DEATH)
  • Proficient in  MS Office (Excel, Access, etc. )
  • Basic skill level or general knowledge of coding languages preferred
  • Critical thinking and analytical skills
  • Written and verbal communication skills
  • Project management skills
  • Time management & organizational skills
  • Ability to prioritize workload with multiple clients/projects at once
  • Ability to work in teams and deliver independent work products


·         Minimum of Bachelor’s Degree with preference for business or related field

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.

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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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