Welfare Plan Compliance & Documentation Specialist - Remote

Lifetime Benefit Solutions, Inc.; City of Rochester (NY); Hybrid; USD 33,000 - 52,000; Full time

Benefits offered by this job

Remote work on a case-by-case basis

Job summary

Lifetime Benefit Solutions, Inc. is seeking an experienced professional to draft and review welfare benefit plan documentation, SPDs, SBCs, and SMMs under guidance of management. The role supports internal clients with plan design, compliance, and documentation.

The candidate should have strong knowledge of ERISA, HIPAA, COBRA and health reform, with at least five years in related work and proficiency in Microsoft Office. Some travel may be required.

Qualifications

• Five or more years of claims processing experience or paralegal related experience.
• Attention to detail and ability to handle confidential information.
• Knowledge of ERISA, Internal Revenue Code, HIPAA, COBRA, and Health Care Reform.

Responsibilities

• Drafts, reviews, and edits welfare benefit plan documentation.
• Prepares Form 5500s and assists with filing.
• Interacts with internal/external clients on plan design and documentation.
• Maintains client files and billing records.
• Supports compliance and documentation across the team.

Education

Associate’s degree in paralegal studies or related field

Tools

Microsoft Office

Job description

Lifetime Benefit Solutions, Inc. is seeking an experienced professional to draft and review welfare benefit plan documentation, SPDs, SBCs, and SMMs under guidance of management. The role supports internal clients with plan design, compliance, and documentation.

The candidate should have strong knowledge of ERISA, HIPAA, COBRA and health reform, with at least five years in related work and proficiency in Microsoft Office. Some travel may be required.