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Senior Compliance Services Specialist
Middleton, WI / Madison, WI / Milwaukee, WI
Job Description
Position Summary:
Employee Benefits Corporation is hiring for a Senior Compliance Services Specialist. The Senior Compliance Services Specialist maintains comprehensive knowledge and in depth understanding of ERISA and Employee Benefits Corporation’s Compliance Services products. This position resolves complex client inquiries, determines appropriate actions, and accurately compiles and interprets data for our products. The role requires a high level of organization with strong communication skills and the ability to prioritize workload based on ever-changing business needs. This position interacts with the Compliance Department, operations service teams, client contacts, brokers, prospects, and Sales Department.
This person may work in our Middleton, WI office, fully remote (Wisconsin locations only), or a combination of the two depending on availability. Must be available for one day of onsite training and onboarding in person at our Middleton, WI office.
Responsibilities Include:
More About Us:
Employee Benefits Corporation administers a variety of employee benefits, from IRS-approved, tax-advantaged plans to COBRA and state-regulated continuation administration through informative education materials, dedicated reporting, creative plan design and expert customer support. We work with benefit brokers and consultants, employers and HR administrators, and benefit plan participants to offer top-notch workplace benefits and customer service. As a 100% employee-owned company, we are committed to using our experience, knowledge, creativity and technology to ensure our customers’ satisfaction with their plans and with our services. ?
Employee Benefits Corporation is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Our affirmative action program is available to any applicant or employee upon request.
If you need an accommodation as part of the employment process, please contact Human Resources via email at HumanResources@ebcflex.com or via phone at (608) 831-8445.
We are an equal-opportunity employer.
Employee Benefits Corporation is hiring for a Senior Compliance Services Specialist. The Senior Compliance Services Specialist maintains comprehensive knowledge and in depth understanding of ERISA and Employee Benefits Corporation’s Compliance Services products. This position resolves complex client inquiries, determines appropriate actions, and accurately compiles and interprets data for our products. The role requires a high level of organization with strong communication skills and the ability to prioritize workload based on ever-changing business needs. This position interacts with the Compliance Department, operations service teams, client contacts, brokers, prospects, and Sales Department.
This person may work in our Middleton, WI office, fully remote (Wisconsin locations only), or a combination of the two depending on availability. Must be available for one day of onsite training and onboarding in person at our Middleton, WI office.
Responsibilities Include:
- Maintain current and working knowledge of EBC’s procedures for Compliance Services products
- Understand concepts of ERISA and cafeteria nondiscrimination testing
- Enter accurate client and plan data into approved software programs to enable provision of Compliance Services products to clients and brokers
- Generate accurate and complete Forms 5500 and wrap plan documents within departmental and company turnaround times
- Interpret and apply product and regulatory knowledge in determining appropriate actions, communications and follow ups to clients, brokers and internal colleagues
- Coordinate workload distribution of CRM tasks and Help Desk emails with other team members to ensure accurate responses within departmental turnaround times
- Maintain, update and proactively manage customer relations database, documenting each client interaction and action item in adherence to department standards
- Bachelor’s Degree in Business or related field (may be substituted with four years of relevant work experience)
- Two years of experience in similar role serving internal and external customers in a regulatory driven industry
- Demonstrated ability to achieve and maintain high level of accuracy and attention to detail when working with multiple data points and information
- Demonstrated effective listening, verbal and written communication skills, utilizing proper grammar and syntax with the ability to articulate relevant information in an organized and concise manner
- Demonstrated experience de-escalating client issues and troubleshooting issues
- Computer proficiency in Windows-based applications along with a demonstrated ability to learn new software programs
- Demonstrated subject matter expertise in ERISA requirements for Forms 5500 and wrap plans
- Prior experience in compliance or employee benefits administration
- Previous experience with customer relationship management systems
- A friendly, collaborative team environment
- A competitive compensation and benefits package that includes employee-ownership
- Opportunities for personal and professional growth
- Flexible scheduling to encourage and support a healthy work-life balance
More About Us:
Employee Benefits Corporation administers a variety of employee benefits, from IRS-approved, tax-advantaged plans to COBRA and state-regulated continuation administration through informative education materials, dedicated reporting, creative plan design and expert customer support. We work with benefit brokers and consultants, employers and HR administrators, and benefit plan participants to offer top-notch workplace benefits and customer service. As a 100% employee-owned company, we are committed to using our experience, knowledge, creativity and technology to ensure our customers’ satisfaction with their plans and with our services. ?
Employee Benefits Corporation is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Our affirmative action program is available to any applicant or employee upon request.
If you need an accommodation as part of the employment process, please contact Human Resources via email at HumanResources@ebcflex.com or via phone at (608) 831-8445.
We are an equal-opportunity employer.
Job Summary
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
2 to 4 years
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