Senior Employee Benefits Compliance Officer

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Senior Employee Benefits Compliance Officer
Duties: Provide oversight and technical assistance for the delivery of ERISA Compliance Services as part of a national resource center dedicated to the support of Insurance Services’ Employee Benefits lines-of-business and their external Clients. Provide specialized compliance analysis, advice and technical assistance to producers, account managers, management and staff on issues arising under various law affecting the Employee Benefits lines- of- business including but not limited to: the Internal Revenue Code, the Employee Retirement Income Security Act (ERISA),the Patient Protection and Affordable Care Ac (ACA), the Consolidated Omnibus Budget Reconciliation Act (COBRA), the Health Insurance Portability and Accountability Act (HIPAA), the Americans with Disabilities Act (ADA), the Family and Medical Leave Act (FMLA), and various workers compensation laws. Analysis, advice and technical assistance will be provided through: Responding to daily inquiries to the EB Compliance Help Desk Telephone conferences with producers and account managers where Clients may be included. On-site meetings with producers and account managers where Clients may also be in attendance. Internal meetings and conferences with staff. Provide technical assistance with ERISA Compliance products and tools for national employee benefit franchise for Insurance Services in accordance with producer and client need and emerging legislation. Draft and review complex Employee Benefit legal documents for external Clients as a fee based service. Support consultative fee-based services for Employer Clients to assist in their unique requests for support. Assist compliance staff in the preparation of Form 5500 filings, wrap plan documents and 125 Plan documents. Review and assist with specialized Employee Benefit plan testing such as discrimination testing. Support marketing efforts related to Insurance Services’ Employee Benefit lines-of-business. Attend client deliveries and new business presentations as appropriate. Participate in webinars. Participate in live seminars with internal and or external audiences as knowledge expert. Review and/or write technical articles for outbound publications. Monitor and analyze statutes, regulations, and litigation for changing Employee Benefit legal requirements, and initiate appropriate action or changes. Advise inside and outside counsel on Employee Benefit issues, if and as needed. Manage outsourced legal services by monitoring quality and costs. Participate as part of regulatory and compliance steering committees. Establish relationships with Insurance Services’ operating units, commercial banking officers, external Clients, trade associations, government agencies, and outside attorneys.

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