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 health and welfare compliance experience from a brokerage, consulting, or law firm. A Paralegal or CEBS Certification with ERISA/Employee Benefits experience, or a JD with ERISA/Employee Benefits experience, is a plus. Proficiency in Microsoft Office Products is required, and a Producer Life, Accident & Health License is preferred. A thorough understanding of the regulatory and compliance environment for health and welfare plan benefits, outstanding oral and written communication skills with platform presentation ability, the capacity to multitask and meet deadlines, and the ability to simplify complex material for end-users are essential qualifications.
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, drafting regulatory documents and amendments, guiding Form 5500 preparation and submissions, conducting HIPAA training, and answering client and internal questions. The role also involves participating in prospective client meetings, drafting e-Alerts, articles, and other communications on regulatory changes, and keeping informed of relevant regulatory updates.
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.