Careers

Compliance Coordinator

Position Summary

The primary responsibility of the Compliance Coordinator position is to provide support to the Compliance Manager for current and prospective clients, which includes supporting Compliance delivery requirements to Account Management and/or TPA teams. In addition, this position will be responsible for providing review of client deliverables as they relate to benefits and plan design, to include verifying and approving documents for publishing and dissemination and providing support to marketing team with regards to benefit requirements and regulations.

Primary Responsibilities

• Provides support to existing accounts to include working with Account Managers and support staff to meet requirements on client deliverables, including review of renewal documents.
• Reviews and approves compliance support materials for Sales and Marketing Department.
• Manages, reviews and communicates any changes required on all plan materials produced by the Publications Coordinator and/or Marketing Department.
• Creates documents as needed for Sales and Account Management teams.
• Oversees the coordination and dissemination of health plan documents and policies, working with insurance companies, Account Management and TPA teams.
• Updates master policies each year for renewed accounts to be issued to the schools/clients.
• Performs or directs compliance audit of web pages for all clients on the student portal.
• Provides federal, state and local health & welfare research support to the Compliance Manager.
• Performs compliance reviews of health plan documents and policies, working with insurance companies and insured clients as well as the internal Client Service teams.
• Works with Business Development personnel, providing information and support to prospective clients and facilitating the implementation of new accounts/plans.
• Delivers work that meets or exceeds expectations based on a strong understanding of the client’s business and needs.
• Translates directions into actionable plans that are then delivered on time.
• Learn quickly and implement new processes in rapid, demanding and changing environments while establishing realistic yet aggressive timeframes.
• Assists in overseeing projects which require the ability to work with a diverse group of professionals who fulfill various roles and responsibilities.
• Participates in discussions and meetings to scope and define projects appropriately.
• Prioritizes and schedules workflow – primary vs. secondary responsibilities.
• Performs other duties and special projects as assigned.

Skills

• Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions
• Excellent interpersonal skills; strong oral and written communication skills.
• Must be able to interact and communicate with individuals at all levels of the organization.
• Requires poise, tact and diplomacy in dealing with company employees and individuals outside the organization.
• Proficient skills in Microsoft Office (primarily, PowerPoint and Word). Must be computer literate with the ability to learn new software applications, such as online benefit enrollment programs and carrier enrollment sites.
• Advanced knowledge of the rules and regulations associated with HIPAA, COBRA, Health Care Reform and all other legislation and compliance related areas to employee benefit programs.
• Working knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
• Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.

Competencies

• Goal oriented, has a strategic mindset, and plans accordingly for all activities.
• Self-motivated with a high level of drive, energy, persistence and initiative. Is proactive, committed, has high standards, achievement oriented, does what it takes to get the job done and has a high level of enthusiasm.
• Proficient at developing long term relationships that grow year over year, always prepared to act as a consultant and resource to the client, sees opportunities in clients and prospects, bases decisions on fact and intuition.
• Strong networker with creativity and marketing flair.
• Ability to prioritize and handle multiple tasks in a demanding work environment.
• Willingness to adhere to all principles of confidentiality.
• Ability to work independently and on a team.
• Must value operating in a collaborative work environment.
• Ability to show initiative, good judgment, and resourcefulness.

Education and Qualifications

• College degree preferred (English or related field highly desirable).
• Minimum 2 years’ experience copywriting, editing, or specific compliance review experience is required.
• Minimum 3 years’ experience in the insurance industry with preference given to individuals with employee benefits and/or health and welfare compliance-related work.

Certifications/Licenses

• A Life Accident and Health License from state of domicile is required within 3 months of hire and must be maintained thereafter.