Compliance Analyst

Are you an excellent problem solver? Do you thrive on making customers happy and coming up with great solutions? Are you a "wizard" with Microsoft Excel? Are you an analytical person who always strives for perfection in your work? If this sounds like you then read on and apply with AssuredPartners!

AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.

Summary:

This position is responsible for planning, prioritizing, and organizing compliance tasks for clients including Policy and Plan Document Coordination, Non-Discrimination Testing, Form 5500 and SAR Preparation, Health Care Reform compliance, other health and welfare compliance needs.

Essential Duties and Responsibilities:

• Create, review and maintain Health & Welfare Plan Documentation for clients.
• Extract data from an internal database and administer Non-Discrimination Testing for clients.
• Collect, prepare and send Form 5500 for clients to file, and create/send the Summary Annual Report (SAR).
• Maintain accurate administrative procedures, forms, and other compliance communication materials.
• Utilize internal tools to source information for team members and client inquiries.
• Act as liaison with all internal departments and outside agencies/offices.
• Respond to routine and non-routine correspondence.
• Handle highly confidential and sensitive information.
• Work independently and within the team on special nonrecurring and ongoing projects.
• Represent AssuredPartners in a positive and professional manner with both internal and external customers.
• Provide team members and clients with appropriate timelines for tasks to ensure that expectations and turnaround times are met.
• Maintain composure and effectiveness under pressure in a deadline-driven environment.
• Working knowledge of compliance and regulatory issues surrounding employee benefits and their impact on human resources.
• Perform other duties and special projects as assigned.

Minimum Qualifications, Education, and/or Experience:

• Bachelor’s Degree (required)
• 2+ years of relevant experience or combination of education and/or equivalent work experience (accounting, paralegal, and/or math/science skills desired)
• Proficient in Microsoft Office applications (Word and Excel are musts)
• Strong PC skills with the aptitude to learn new systems.
• Knowledge of health, life, and disability plans is preferred.

EEOC Statement

AssuredPartners is committed to embracing diversity, equity, and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives, and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!