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Lead ERISA Compliance Consultant
Lead ERISA Compliance ConsultantUSI Insurance Services • Phoenix, AZ, US
Lead ERISA Compliance Consultant

Lead ERISA Compliance Consultant

USI Insurance Services • Phoenix, AZ, US
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Description and Requirements

Requirements

Description and Requirements

General Description : Serve as an extension of the sales team. Deliver Emerson Roger's and My Benefit Advisor's value added services for employee welfare benefit plans and other employee benefits. Work closely with the SVP Chief Compliance Officer and Director of Legislative Awareness & Training to develop support for staff, brokers, and clients. Includes troubleshooting, training, and presentations. Meet with leading brokers, ER partners, and MBA partners in various regions.

Responsibilities

  • Work with Compliance leadership on the creation of employee benefit training materials. Includes webinars / seminars, checklists, and calendars.
  • Serve as subject matter expert on employee benefit issues. Includes ERISA, COBRA, Medicare, HIPAA, ACA, FMLA, USERRA, etc.
  • Educate internal staff, brokers, and clients on current trends in the health care industry.
  • Proactively contact internal staff and outside brokers to ensure compliance.
  • Meet with clients as needed.
  • Field questions from internal staff and clients on various employee benefit issues.
  • Review, analyze, and evaluate regulations for clients and internal staff.
  • Develop marketing tools to improve the education of products to brokers and their clients.
  • Work with internal teams to deliver marketing tools to their clients.
  • Identify opportunities for program improvement and recommend initiatives for improvements.
  • Stay informed on industry information, regulations, technology, and trends.

Knowledge, Skills And Abilities

  • 5-7 years of compliance experience for Group, Medicare or Individual insurance and / or account management.
  • Bachelors degree required.
  • Must hold or obtain Accident & Health license within three months of hire.
  • Strong analytical skills with ability to interpret regulations.
  • Comfortable with internet-based programs and Microsoft Office products.
  • 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 .

    Salary Range : $120,000 - $140,000

    Seniority level

    Seniority level

    Mid-Senior level

    Employment type

    Employment type

    Full-time

    Job function

    Job function

    Legal

    Industries

    Insurance

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