Plan Documents Specialist Jr.
CentivoFull Time
Junior (1 to 2 years)
Candidates must possess a Bachelor's degree in Business or Risk Management/Insurance or equivalent experience, with a minimum of 3-5 years of experience in health and welfare compliance from a brokerage, consulting, or law firm. Proficiency in Microsoft Office Products is required, and a Paralegal or CEBS Certification with ERISA/Employee Benefits experience, a JD with ERISA/Employee Benefits experience, or a Producer Life, Accident & Health License are considered a plus. A thorough understanding of the regulatory and compliance environment for health and welfare plan benefits, outstanding oral and written communication skills including presentation ability, and the capacity to multitask, meet deadlines, and simplify complex information are essential.
The Senior Employee Benefits Compliance Consultant will serve as a subject-matter expert for clients on health and welfare plan regulatory compliance, including ERISA, COBRA, HIPAA, and IRC Sections 125, 129, and 105(h). Responsibilities include providing advice on plan design, implementation, and administration, conducting compliance assessments (mock audits), drafting regulatory documents such as plan documents and amendments, and guiding clients on Form 5500 preparation and DOL's Delinquent Filer Voluntary Compliance Program. The role also involves conducting HIPAA training, researching and answering compliance-related questions for clients and internal teams, participating in prospective client meetings, and drafting communications on regulatory changes.
Insurance brokerage and consulting services
Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized services. Their approach combines expertise in various sectors with a commitment to cultural alignment and shared values. Unlike many competitors, Foundation Risk Partners emphasizes a collaborative relationship with clients, aiming to achieve exceptional outcomes and drive success for their partners.