Benefits and Compliance Specialist

*Position Summary:

The Benefits and Compliance Specialist supports Center Benefits by ensuring employer clients remain compliant with state and federal regulations while receiving exceptional benefits service. Responsibilities include benefits administration, compliance documentation, client education, and system management. This person should be highly detailed, organized, reliable, and comfortable working independently and collaboratively.

*Responsibilities:

1. Client Communication & Service

• Proactively communicate with clients, respond to questions and requests in a timely manner, and provide consistent, high-quality service.


• Coordinate open enrollment sessions and individual meetings, both virtually and in-person


• Assist with drafting proposals, benefit explanations, and formal documentation for client presentations

2. Administration & Systems Support Benefits

• Manage the timeliness and documents needed for the administration of benefit programs, including health insurance and other ancillary benefits.


• Ensure accurate and timely processing of benefit enrollments, changes, and terminations, maintaining data integrity in HRIS and other systems.


• Ensure plans are accurately set up and updated in HRIS and other internal systems.


• Support benefit renewal processes including plan year updates, quote comparisons, and benefits summaries


• Reconcile client benefit invoices, assist with billing issues, and audit for discrepancies


• Communicate with insurance carriers, third-party administrators, and other vendors to address any questions or concerns that may arise and forward to the appropriate team member.

3. Compliance & Documentation

• Maintain and update compliance materials including SBCs, ERISA documents, Medicare notices, and ACA-required communications


• Manage COBRA/state continuation notifications and ensure compliance across client groups


• Conduct small group compliance reviews and follow up on any deficiencies or documentation gaps


• Track Medicare eligibility (T65) and oversee creditable coverage notices and estimation tools


• Support defined contribution compliance, required notice distribution, and annual handbook updates in internal software

4. Contribute to other projects and responsibilities that support Center Benefits and the clients we serve.

*Qualifications:

• Bachelor’s degree in human resources, Business Administration, or related field required.


• 2+ years of experience in benefits administration, insurance services, or HR compliance support preferred.


• Strong understanding of employee benefits regulations, including ERISA, ACA, COBRA, and HIPAA.


• Proficiency in HRIS and other relevant software applications preferred.


• Excellent communication, problem-solving, and analytical skills required.


• Ability to thrive in a fast-paced, entrepreneurial environment.


• Proficiency in Microsoft Office, including Outlook, Word, Excel, OneNote, and PowerPoint required.


• Must be willing to obtain an Iowa Accident & Health and Life Insurance license within 30 days of offer acceptance.

*Role Requirements:

• Confidentiality: Uphold the mantle of confidentiality by managing sensitive client and employee information, demonstrating an unwavering commitment to preserving trust.


• Travel Expectations: Anticipate regular travel to client sites, requiring a valid driver's license for accessibility.


• Client Interaction: Engage in meaningful interactions with clients, showcasing strong communication and interpersonal skills to effectively represent the company.


• Flexibility: Embrace the inherent flexibility of the role, accommodating varying work hours and promptly responding to client needs.


• Regulatory Awareness: Stay informed about relevant insurance and HR regulations, ensuring steadfast compliance with standards.


• Continual Learning: Embrace a culture of ongoing learning, pursuing professional development, certifications, and training to remain at the forefront of industry trends.


• Collaborative Spirit: Thrive in a collaborative environment that values effective teamwork, fostering clear and efficient communication.


• Adaptable Role: Recognize the role's dynamic nature, where responsibilities evolve to meet changing business needs and industry dynamics.

*Physical and Mental Requirements:

• Perform adeptly in both office-based and client-facing activities, encompassing standing, sitting, and walking for extended periods.


• Demonstrate precise manual dexterity for proficient typing and proficient use of office equipment.


• Exhibit keen visual acuity for computer work and document reading.


• Manage extended periods of sitting, standing, and computer use effectively.


• Skillfully manage time to handle diverse responsibilities seamlessly.


• Embrace adaptable flexibility in response to evolving client needs and industry dynamics.


• Apply strategic insight to align benefits strategies with client objectives.


• Demonstrate strong analytical skills for thorough data analysis and informed decision-making.


• Exhibit unwavering resilience and adept problem-solving skills when addressing complex HR and benefits challenges.