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Senior Compliance Services Specialist - MILWAUKEE, WI,

Job Information

Job Order ID :
WI3658354
# of Positions :
1
Minimum Education Level :
Bachelor's Degree
Experience Required :
Training :
Bachelors Degree
Duration :
Shift :
Unspecified
Hours per week:
40

Job Description

 
JOB REQUIREMENTS: Position Summary: Employee Benefits Corporation is
hiring for a Senior Compliance Services Specialist. The Senior
Compliance Services Specialist maintains comprehensive knowledge and in
depth understanding of ERISA and Employee Benefits Corporation\'s
Compliance Services products. This position resolves complex client
inquiries, determines appropriate actions, and accurately compiles and
interprets data for our products. The role requires a high level of
organization with strong communication skills and the ability to
prioritize workload based on ever-changing business needs. This position
interacts with the Compliance Department, operations service teams,
client contacts, brokers, prospects, and Sales Department. This person
may work in our Middleton, WI office, fully remote (Wisconsin locations
only), or a combination of the two depending on availability. Must be
available for one day of onsite training and onboarding in person at our
Middleton, WI office. Responsibilities Include: Maintain current and
working knowledge of EBC\'s procedures for Compliance Services products
Understand concepts of ERISA and cafeteria nondiscrimination testing
Enter accurate client and plan data into approved software programs to
enable provision of Compliance Services products to clients and brokers
Generate accurate and complete Forms 5500 and wrap plan documents within
departmental and company turnaround times Interpret and apply product
and regulatory knowledge in determining appropriate actions,
communications and follow ups to clients, brokers and internal
colleagues Coordinate workload distribution of CRM tasks and Help Desk
emails with other team members to ensure accurate responses within
departmental turnaround times Maintain, update and proactively manage
customer relations database, documenting each client interaction and
action item in adherence to department standards Qualifications:
Bachelor\'s Degree in Business or related field (may be substituted with
four years of relevant work experience) Two years of experience in
similar role serving internal and external customers in a regulatory
driven industry Demonstrated ability to achieve and maintain high level
of accuracy and attention to detail when working with multiple data
points and information Demonstrated effective listening, verbal and
written communication skills, utilizing proper grammar and syntax with
the ability to articulate relevant information in an organized and
concise manner Demonstrated experience de-escalating client issues and
troubleshooting issues Computer proficiency in Windows-based
applications along with a demonstrated ability to learn new software
programs Preferred Qualifications: Demonstrated subject matter expertise
in ERISA requirements for Forms 5500 and wrap plans Prior experience in
compliance or employee benefits administration Previous experience
with\... For full info follow application link. We are an
equal-opportunity employer. \*\*\*\*\* APPLICATION INSTRUCTIONS: Apply
Online: ipc.us/t/AFD83545D6BC42F5

Company Information

Name :
EMPLOYEE BENEFITS CORPORATION

Application Information

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