Insurance Analyst

Ensure the delivery of administrative and compliance services for employer clients who sponsor group health and welfare employee benefit plans subject to the requirements of Employee Retirement Income Security Act (ERISA) and other applicable federal state and local regulations.

Essential Duties and Responsibilities: The following is a summary of the essential functions for this job. Other Duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Complete Wrap documents, Summary Plan Descriptions (SPDs), Amendments and Summaries of Material Modification for welfare benefit plans and communicate delivery to clients.

2. Provide participant communication materials for group health plan sponsors required by ERISA and other applicable regulations.

 3. Perform group medical benefit plan discrimination testing in accordance with ERISA section 105(h) or other similar requirements. Communicate results to clients and strategize on potential plan design solutions.

4. Assist clients in the preparation and filing of government filings including Form 5500 with applicable schedules and Summary Annual Reports.

 5. Draft plan documents and SPDs for group medical benefit plans.

 6. Draft plan documents for Premium Only Plans and be available to answer client questions on discrimination testing.

 7. Provide audit support to clients with respect to health and welfare benefit plans.

 8. Participate on education calls, webinars and seminars for clients and internal business partners.

 9. Encourage development and enhancement to department procedures to improve operations efficiencies.

Required Skills and Competencies: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Associates degree in business, accounting, or paralegal studies or equivalent education and related training

 2. Analytical oriented with strong logic skills

3. Strong communication and organizational skills
 

4. Ability to multitask

5. Ability to work independently and on a team

6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 7. Ability to travel, occasionally overnight Desired Skills: 1. Relevant continuing education certificates in healthcare, life or other welfare benefits administration

Ensure the delivery of administrative and compliance services for employer clients who sponsor group health and welfare employee benefit plans subject to the requirements of Employee Retirement Income Security Act (ERISA) and other applicable federal state and local regulations.

Essential Duties and Responsibilities: The following is a summary of the essential functions for this job. Other Duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Complete Wrap documents, Summary Plan Descriptions (SPDs), Amendments and Summaries of Material Modification for welfare benefit plans and communicate delivery to clients.

2. Provide participant communication materials for group health plan sponsors required by ERISA and other applicable regulations.

 3. Perform group medical benefit plan discrimination testing in accordance with ERISA section 105(h) or other similar requirements. Communicate results to clients and strategize on potential plan design solutions.

4. Assist clients in the preparation and filing of government filings including Form 5500 with applicable schedules and Summary Annual Reports.

 5. Draft plan documents and SPDs for group medical benefit plans.

 6. Draft plan documents for Premium Only Plans and be available to answer client questions on discrimination testing.

 7. Provide audit support to clients with respect to health and welfare benefit plans.

 8. Participate on education calls, webinars and seminars for clients and internal business partners.

 9. Encourage development and enhancement to department procedures to improve operations efficiencies.

Required Skills and Competencies: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Associates degree in business, accounting, or paralegal studies or equivalent education and related training

 2. Analytical oriented with strong logic skills

3. Strong communication and organizational skills
 

4. Ability to multitask

5. Ability to work independently and on a team

6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 7. Ability to travel, occasionally overnight Desired Skills: 1. Relevant continuing education certificates in healthcare, life or other welfare benefits administration

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Reference number US_EN_99_027934_1251995