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    Employee Benefits Compliance Specialist - Doral, United States - HUB International

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    Description

    ABOUT HUB INTERNATIONAL:


    HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

    With over 17,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.


    WHAT WE OFFER YOU:
    At HUB we believe in investing in the future of our employees.

    Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.


    We offer:

    • Competitive salaries and benefits offerings
    • Medical/dental/vision insurance and voluntary insurance options
    • Health Savings Account funding
    • 401k matching program
    • Company paid Life and Short-Term Disability Plans
    • Supplemental Life and Long-Term Disability Options
    • Comprehensive Wellness Program
    • Paid Parental Leave
    • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
    • Great work/life balance, because that's important for all of us
    • Focus on creating a meaningful environment through employee engagement events
    • The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry
    • Growth potential - HUB is constantly growing and so can your career
    • A rewarding career that helps local businesses in the community
    • Strong community support and involvement through HUB Gives

    SUMMARY:

    This position is responsible for day to day internal and external customer support providing compliance research, writing, and guidance to address client needs.

    The Compliance Administrator shall serve as the compliance "rapid response" providing timely, accurate, and well written (grammatically correct) answers to customer emails and participating in conference calls.


    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    Include but are not Limited to:

    • Participate in remote client meetings and conference calls, alongside the account services team member(s) and/or producer, to relay compliance requirements and decision-making considerations.
    • Collaborate with the South Compliance team to create, coordinate, review, monitor and evaluate educational material or training sessions to help educate internal colleagues and external clients and prospects on compliance topics and resources (peer reviewed by South Team, reviewed by national legal and with the support of national marketing).
    • Work as a team with the South Compliance team to develop regional initiatives, materials, and programs.
    • Provide guidance and assistance to service teams on compliance topics and resources.
    • Escalate compliance questions to the Compliance Manager and/or CCO for additional support, interpretation, and/or assistance
    • Day to day client compliance support including responding to compliance related emails.
    • Following all other South Compliance processes and established SOPs.
    • Timely request Airtable intake forms to be completed by the account services team and maintain entries on a daily basis.
    • Manage day-to-day projects individually and at the team level through project planner. Meeting personal and group deadlines set for these projects.
    • Understanding other HUB resources and including them as needed
    • Must provide services during ordinary business hours for either the Central and/or the Eastern time zone.

    REQUIREMENTS:

    • 5+ years in an employee benefits industry compliance capacity (carrier, vendor or employer)
    • Bachelor's degree required
    • Location - fully remote but prefer somewhere in the south region near any one of our EB offices with an ability to attend certain local meetings and events
    • FLSA Classification - Non-exempt
    • ACA Classification - Full-time

    Role Limitations - Given the serious nature of the research and guidance we provide, the Compliance Administrator must operate within specific and strict limitations.


    The Compliance Administrator may not:

    • Design, develop, or review plan documents of any kind (ERISA, 125 etc.)
    • Complete or amend any federal filings (tax filings, M-1s, state MEWA documents, 5500s, etc.)
    • Review or advise on contract language or provisions (other than reviewing to confirm none of them would violate applicable compliance requirements)
    • Draft governmental correspondence of any kind on a client's behalf or represent the client before a governmental body (including even participating on calls with governmental representatives on a client's behalf)

    The Compliance Administrator must be sure to provide services within the boundaries of a consultant and not the practice of law - this means that the Compliance Administrator cannot offer legal/tax advice or opinions.

    The Compliance Administrator must be clear that he/she is not acting as the client's lawyer or tax accountant and suggest the client consult with legal counsel (or CPA/tax advisor) upon reaching the limits of his/her ability to consult.

    The Compliance Associate is responsible for assisting clients with integrating compliance requirements within the group health plan's operations.

    However, the Compliance Administrator should not engage in account services responsibilities - the Account Services team operates as the quarterback for the relationship and is responsible for organizing calls, attending calls with compliance, and providing recaps (meeting minutes) and follow-ups.

    The account services team is also responsible for all related documentation (such as Benefit Point) and vendor relations (such as procuring vendor proposals and vendor setup).

    Additionally, Compliance team members shall not participate in client (or prospect) compliance calls without the presence of someone from the HUB account services or producer team also on the call.

    The client-relationship owner must participate in calls with compliance and the client. All client-facing documents and content must be HUB approved content (either by the CCO and/or by national legal).
    The Compliance Administrator is not responsible for maintaining South Compliance Vendor relationships. These relationships will continue to be maintained by the CCO or at a national level. All pricing or service negotiations should be brought to the attention of the CCO.
    Department Account Management & Service
    Required Experience: 5-7 years of relevant experience

    Required Travel:
    Up to 25%

    Required Education:
    Bachelor's degree (4-year degree)

    HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

    The EEO is the Law poster and its supplement is available here
    EEOAA Policy
    E-Verify Program
    We endeavor to make this website accessible to any and all users.

    If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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