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DC Analyst


OH - Columbus, OH - Toledo, TN - Memphis, TN - Nashville

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General Summary:

  • This is an entry-level role providing administration and analytical support to senior staff while learning about the design, operations, and regulations governing retirement plans, such as 401(k) and Employee Stock Ownership Plans.

Essential Duties and Responsibilities:

  • Collect, scrub, analyze, manipulate, and process data files
  • Perform standard calculations, such as benefit payments, contributions amounts, and earning calculations
  • Prepare government filings such as Forms 1099-R, 5330, 5500 and 8955-SSA
  • Respond to participant inquiries regarding plan provisions and distribution status
  • Reconcile all work products
  • Prepare client reports and participant statements

Specific/Individual Core Competencies:

  • Time management and organizational skills
  • Basic knowledge of finance and accounting principles
  • Analytical skills with an emphasis on problem-solving
  • Intermediate Microsoft Office skills, particularly in Excel and/or Access
  • Ability to perform detailed work accurately
  • Verbal and written communication skills


  • Bachelor’s degree, preferably in Business, Mathematics, Finance, or related; OR
  • 1+ years of work experience in employee benefits, financial services, accounting, or a related field; AND
  • Demonstrated record of success in academics and/or on the job

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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