Job Description

General Description

Responsible for monitoring and communicating ongoing and changing laws affecting health and welfare plans, including ACA, ERISA, the Code, HIPAA, and COBRA. The individual in this role will be responsible for the development and presentation of materials on various health and welfare compliance related issues to internal sales teams, as well as external clients. We are looking for someone close to our offices in Toledo, Columbus, Cincinnati, or Troy offices.

Responsibilities

• Establish effective working relationships with internal partners, clients and carriers
• Will function as part of a national team of Employee Benefit Attorneys to meet the overall objectives for the health and welfare compliance team
• Research, read, evaluate and edit articles, alerts and other materials for publication or distribution to internal and external clients
• Gathers material, performs research, and assists client service team in the formulation of strategy to solve client problems related to ERISA, ACA, the Code, HIPAA and state issues affecting health and welfare plans
• Develop and maintain compliance education tools for health and welfare compliance
• Create and deliver presentations to internal staff and to external clients and prospects.
• Monitor and identify legal developments such as relevant statutes, regulations, case law and legal articles affecting employee benefit plans
• Maintain and update compliance library resources, including cross checking and validating that information is up-to-date

Knowledge, Skills and Abilities

• Must be a self-starter, and demonstrate cooperation and collaboration in team settings.
• Ability to work with a diverse set of individuals and personalities.
• Keeps informed regarding industry information, new product information and technology to continuously improve knowledge and performance.
• Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy.
• Sets priorities and manages workflow to ensure efficient, timely and accurate production of tools and materials.
• Able to quickly assess and learn organizational roles, responsibilities and process flows.
• Maintain a cordial and effective relationship with internal clients, team members and vendors
• Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
• College degree and J.D. required.
• 4 - 8 years experience in working on compliance issues of employer-sponsored welfare benefits plans. Prior experience in employee benefits law or experience in compliance consulting on these issues is required.
• Must be proficient with computers and quickly competent with new technology tools. Specifically, must have full competence with MS Office Suite products and Adobe products
• Must have background and thorough understanding of the various laws that impact health and welfare plans including ACA, ERISA, COBRA, HIPAA, FMLA, Internal Revenue Code and insurance laws that affect these programs.
• Must portray strong leadership skills.
• Must be comfortable in a public speaking environment and demonstrate ability to convey complex information in a simple and organized format to a wide variety of audiences.
• Ability to communicate orally and in writing with others to explain complex issues and interpret complex information, and responds appropriately.
• Strong research and writing skills and experience with interpreting statutes and regulations.
• Remains informed regarding industry information and new product information.
• Must have strong interpersonal and verbal skills.
• Must have strong organizational and time management skills.
• Some travel required 10-20%.

Why USI?

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one?of?a?kind employee reward and recognition programs.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage , a game?changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom?line financial impact. USI ONE represents Omni, Network, Enterprisethe three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry?Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award?winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non?profit organizations, animal shelters, and environmental beautification and restoration projects to partnering with eco?conscious vendors and taking steps to reduce our own environmental footprint were working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace

Our award?winning Im With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business Americas Top Insurance Employers eight consecutive years (2018-2025).
• Named to Business Insurances annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortunes Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
• Certified as a Great Place To Work two years in a row (2024-2025).

USI is committed to providing a full?suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long?term disability, life insurance and other unique employer?sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

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