Are you an excellent problem solver? Do you thrive on making customers happy and coming up with great solutions? Are you a "wizard" with Microsoft Excel? Are you an analytical person who always strives for perfection in your work? If this sounds like you, then read on and apply with AssuredPartners! You are responsible for planning, prioritizing, and organizing client compliance tasks, including Policy and Plan Document Coordination, Non-Discrimination Testing, Form 5500 and Summary Annual Report (SAR) Preparation, Health Care Reform compliance, and other health and welfare compliance needs.
The Ideal Candidate
- An excellent problem solver, you thrive on making customers happy and coming up with great solutions.
- You have a strong sense of teamwork, and you are highly dependable
- You are communicative and able to be effective via written and oral communication
If this sounds like you, we invite you to keep reading and apply!
What You'll Do:
- Create, review, and maintain Health & Welfare Plan Documentation for clients.
- Extract data from an internal database and administer Non-Discrimination Testing for clients.
- Collect, prepare, and send Form 5500 for clients to file, and create/send the Summary Annual Report (SAR).
- Maintain accurate administrative procedures, forms, and other compliance communication materials.
- Utilize internal tools to source information for team members and client inquiries.
- Act as liaison with all internal departments and outside agencies/offices.
- Respond to routine and non-routine correspondence.
- Handle highly confidential and sensitive information.
- Work independently and within the team on special nonrecurring and ongoing projects.
- Represent AssuredPartners positively and professionally with both internal and external customers.
- Provide team members and clients with appropriate task timelines to meet expectations and turnaround times.
- Maintain composure and effectiveness under pressure in a deadline-driven environment.
- Working knowledge of compliance and regulatory issues surrounding employee benefits and their impact on human resources.
- Perform other duties and special projects as assigned.
What you'll Need:
- Bachelor’s Degree preferred
- 2+ years of relevant experience or combination of education and/or equivalent work experience (accounting, paralegal, and/or math/science skills desired)
- Proficient in Microsoft Office applications (Word and Excel are musts)
- Strong PC skills with the aptitude to learn new systems.
- Knowledge of health, life, and disability plans is preferred.
What's In It For You:
To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:
- Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
- Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company-paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
- Company match 401(k) plan – 50% up to 6%!
- Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.
- Opportunity to prioritize your mental health with 24/7 access to licensed therapists
- Pet benefits & discounts
- Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
