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OH - Toledo

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General Summary:
The Defined Contribtuion Consultant is a team member who works with direction of senior consultant and maintains regular client contact with Defined Contribution Consulting Clients. 

Essential Duties and Responsibilities:
Manages DC plan clients and projects. Develops and maintains client relationships, ensuring client satisfaction and delivery of services in accordance with agreements.
Completes client work that is assigned and reviewed by more senior team member
Performs work without errors. Reviews work of other associates, as appropriate. Ensures associates follow appropriate processes and procedures.
Interacts with peers and project members on the client team
May explain work products, discuss milestones and progress for project, present ideas for solutions within project, and answer questions
Identifies complex issues for clients 
Designs and implements effective processes to improve business results globally
Keeps current on DC regulations and trends, and translates that information to clients. Improves client understanding of benefit plans and their importance.
May be responsible for the day to day management and career development of DC associates. Provides oversight and work direction to direct reports or less experienced associates on client projects.
Attains individual billing plan and client realization goals by performing work efficiently and generating projects from clients and other consultants. May be responsible for team billings/ realization.

Specific/Individual Core Competencies:
Produces consistent high quality work
Ability to use one most office programs, such as Word, Excel, Outlook, Powerpoint, etc.
Demonstrates a wide range of knowledge in most of the services within the Practice
Communicates effectively, building interest and credibility with clients
Supports a wide variety or project types within the Practice
A subject matter expert in the operation, design, and regulations governing DC plans

Minimum of Bachelor’s degree with preference for business or related field
Six or more years of experience in a related environment
ASPPA or CEBS exams preferable 

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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