Description

SUMMARY:

The Employee Benefits Compliance Manager will serve as a strategic resource for the Employee Benefits division, providing advice, information, and guidance, on regulatory compliance matters and mitigation strategies, to better support INSURICA clients.

ESSENTIAL FUNCTIONS:

• Work directly with all EB Teams, ensuring legal and regulatory compliance changes/updates are accurately provided to clients
• Serve as the subject matter expert for all EB Teams, assisting with any client compliance questions or concerns
• Continually develop and maintain a thorough, current working knowledge of federal and state regulations that impact the Employee Benefits industry including, but not limited to, the Gramm-Leach-Bliley Act, Health Insurance Portability and Accountability Act (HIPAA), State privacy statutes, including the California Consumer Privacy Act (CCPA), Controlling the Assault of Non-Solicited Pornography and Marketing (CAN-SPAM), General Data Protection Regulation (GDPR), National Association of Insurance Commissions (NAIC) Data Security Model Law
• Coordinate with outside compliance resources, as needed, for client assistance
• Monitor legislative changes that impact the Employee Benefits industry and communicate changes, as needed, across the INSURICA organization
• Keep required organizational documents current, based on changes to statutes and regulations (i.e. client notices, Incident Reports, Business Associate Agreements, etc.)
• Brief clients (virtually or in person) on compliance issues, as needed
• Build relationships with industry networks (i.e. NAIC, CIAB, Assurex, Big I, etc.) to understand the resources available to stay current on regulations
• Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development

ADDITIONAL RESPONSIBILITIES:

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Qualifications

KNOWLEDGE, SKILLS AND ABILITIES:

• Strong knowledge of federal and state regulatory requirements that impact Employee Benefits
• Ability to travel both locally, and overnight, as needed
• Analytical and organized, with a strong attention to detail
• Excellent presentation skills, with the ability to manage and influence others
• Ability to review, interpret, and effectively communicate complicated and abstract information
• Strong PC skills, with a focus on the Microsoft Office suite of products (Excel, Word, Outlook, Teams, etc.) and the ability to effectively utilize agency management systems
• Ability to work within a fast-paced, changing priority environment
• Self-motivated, with the initiative to prioritize and be self-directed
• Regular and punctual attendance is required
• Ability to communicate effectively, both verbally, and in writing
• Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
• Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:

• Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
• Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
• Ability to lift up to 20 pounds occasionally
• Requires operation of a computer workstation, including keyboard and video display
• All requirements may be modified to reasonably accommodate physical or mental impairment