ERISA Compliance Specialist Job in Jacksonville 32204, Florida Us
Job Purpose:
Prepare professional Wrap Documents and Form 5500s for employers located throughout the U.S. Work closely with leading Insurance brokers/consultants in providing these services for their employer clients.
Duties:
* Initiate the collection of required data from broker/employer in order to complete preparation of professional service
.* Prepare Wrap Documents and Form 5500 filing duties upon receipt of all required data from broker/employer.
* Respond to questions from broker/employer regarding the professional work prepared for them.
* Deliver completed work to broker/employer per the pre-established deadline for completion.
* Prepare and submit invoice documentation to the accounting department for delivery to broker/employer.
* Participate in web based educational forums for brokers/ employers.
* Provide ongoing Account Management duties for broker partners.
* Distribute periodic educational newsletters to brokers/ employers.
* Contributes to team effort by accomplishing related results as needed.
Skills/Qualifications:
Strong Verbal Communication Skills,Knowledge of al facets of Employee Benefits, Strong Attention to Detail, Customer Focus, Timely Decision Making, Sense of Urgency, Attention to Process Improvement, Contributing to Strategic Planning, Sound Judgement.