Client Success Specialist, ERISA Compliance

Full-time 10 views
Company PrimePay, LLC. Location Mishawaka, IN, United States

In-House

Legal Staff

Min 2 yrs required

Full-time

Mar 08, 2022

Jun 21, 2022

Jan 18, 2022

Profile

Client Success Specialist, ERISA Compliance
Duties: Responsible for assisting employers, brokers, and benefits professionals with the creation of customized ERISA plan documents and Forms 5500 for their employee health and welfare benefit plans. Assist employers in the creation, customization and quality review of comprehensive ERISA plan documents (including Summary Plan Descriptions). Provide technical guidance and training for prospects and clients, referral partners and the internal team as needed. Work directly with the HR & Benefits services sales team to manage and facilitate the sales process with employers. Update and maintain employer and benefits plan information in multiple technology platforms to ensure accuracy. As appropriate, prepare 5500, DFVCP submissions, and Summary Annual Reports for employers using Relius and/or EFAST2 filing submission systems.



Qualification and Experience

Qualifications: BA/BS degree required paralegal or legal studies certification is desired. Must have 2 years of practical experience in employee benefits or employee benefits administration. Experience with SunGard Relius or EFAST2 is a plus. Experience with Salesforce is a plus. Highly proficient in Microsoft Office, especially Word and Excel. Experience with Microsoft Access or another relational database is a strong plus. Proficient in health and welfare benefits compliance and familiarity with IRS and DOL rules, including ERISA, ACA, COBRA, and HIPAA. Demonstrates very strong attention to detail. Manages multiple clients/assignments and has strong organizational skills. Ability to problem solve and set priorities, and to ask questions when needed. Strong time management skills and the ability to meet deadlines with accuracy. Works independently as well as with a team. Proactively interact directly with clients in a professional and pleasant manner. Strong oral and written communication skills. Demonstrates persistence to overcome obstacles. Strives to improve skills and achieve goals.

Company info

Hiring Coordinator
PrimePay, LLC.
3820 Edison Lakes Parkway
Mishawaka, IN 46545

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