USI Consulting Group

Q: What is USI Consulting Group's company size?

Usi consulting group has 201 - 500 people working.

Financial Services

Specialities :

Defined benefit

Defined contribution

Investment advisory

Employee communication

Regulatory & compliance

Revenue

11M - 100M

Total Funding

Size

201 - 500

About Us

USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to successfully plan and invest for retirement for nearly 50 years. What makes us unique is our depth of invaluable resources solely focused on the retirement plan market delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. Our integrated team of highly skilled professionals provides specialized expertise in retirement plan, investment, actuarial and benefits consulting for over 4,300 clients across the United States. Our clients consist of public and private sector employers, not-for-profit organizations, as well as Fortune 500 companies. USICG is a wholly-owned subsidiary of USI Insurance Services (USI) the second largest privately-held insurance broker in the United States. Investment Advice for cer...

Contact Information

Glastonbury , Connecticut , United States

+18666570861

mark.sarlo@usicg.com

usicg.com

USI Consulting Group Org Chart

USI Consulting Group

(Financial Services)

201 - 500

Bill Tremko

President and CEO

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Dave Kappus

Chief Financial Officer - USI Consulting G...

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Employees

Total Employees:
302

Top Contacts:
16

C-Level 1	VP - Level1
Director6	Manager8
Others296

Employees Working At USI Consulting Group

Betsy Hammond

Chief Operating Officer

Christopher Jones

Vice President Actuary

Laura Stewart

Vice President Senior Consulting Actuary

Bradley Parker

Assistant Vice President Account Manager

John Fitzgerald

Vice President Retirement Services

USI Consulting Group Email Formats

Structure	Email Format
<first>.<last>@	John.Smith@usicg.com
<first>@	John@usicg.com
<first>_<last>@	John_Smith@usicg.com

Buyer Intent

Pain Points	Locations	Technologies
Animation	Albuquerque, NM	workflow, communication, financial, risk, presence, k, networking, client service
Animation	Allentown, PA	workflow, communication, real-time, financial, risk, presence, k, networking
Animation	Atlanta, GA	workflow, communication, integrity, assessment, financial, scheduling, collaboration, risk, presence, operations, k, networking
Animation	Austin, TX	customer service, workflow, communication, financial, compliance, risk, presence, k, networking, client service
Animation	Bedford, NH	communication, assessment, financial, risk, presence, k, networking

Trigger

Tech Stack Used By USI Consulting Group

A quick view of products employed by USI Consulting Group

Emerson

Fortinet

Microsoft dynamics 365 crm

Snowflake

Viewpoint

List of technologies used by USI Consulting Group

Agile

Devops

Scrum

Acceptance testing

Active directory

Languages Used By USI Consulting Group

Basic C Dc E Epl Hoc K Ml Python R Sql Swift

OS Used By USI Consulting Group

Integrity Scope Share Spring

Jobs at USI Consulting Group

Hiring 2024-01-14 09:43:37

Personal Risk Specialist - Norfolk, VA

Glen Allen, VA

General Description: The Personal Risk Specialist is an outside sales position focused on serving...

Hiring 2024-01-11 18:58:25

Producer - Property & Casualty

Bloomington, MN

General Description: The Producer/Sales Executive is responsible for driving new business and ma...

Hiring 2024-01-10 03:11:22

Personal Risk Client Service Account Manager

Overland Park, KS

General Description: Responsible for the service, sales and retention of client accounts assigned...

Hiring 2024-01-11 19:39:03

Commercial Lines Account Manager

Cheyenne, WY

General Description: Manage 30 to 50 middle-market Commercial Lines insurance accounts as the day...

Hiring 2024-01-11 12:25:21

Commercial Lines Technical Senior Property Consultant

Bloomington, MN

General Description:Provide expert technical support to clients and members of USIs Commercial Li...

Hiring 2024-01-14 10:40:41

Select Commercial Lines Practice Leader - St. Louis

Des Peres, MO

General Description: Responsible for driving continuous revenue growth for Select Commercial Line...

Hiring 2024-01-14 06:29:01

Preferred Client Services Account Manager

Blue Bell, PA

General Description: Responsible for the service, sales and retention of client accounts assigned...

Hiring 2024-01-11 19:43:08

Employee Benefits Account Executive

Carmel, IN

General Description: Manage complex clients as the primary service contact. Responsible for clien...

Frequently Asked Questions About USI Consulting Group

What does Usi consulting group do?+

What are Usi consulting group's specialties? +

Defined benefit,defined contribution,investment advisory,employee communication,regulatory & compliance,church plans,pension,employee stock ownership plans,db plan termination,actuarial valuations,defined contribution plan management,defined contribution provider search & audit,retirement plan consulting,and benefits administration services