• Center of Excellence (COE) Compliance Analyst

    Job ID
    # of Openings
    Human Resources
  • Overview

    Job Title: Center of Excellence (COE) Compliance Analyst

    Department: Compliance

    Reports To: GC / VP of Compliance

    FLSA Status: Non-Exempt


    *** LOCATION: Flexible within an AssuredPartners' office in the Eastern or Central time zones.***Requires four weeks of training in APBA Hunt Valley, MD***


    Summary This position is responsible for planning, prioritizing and organizing compliance tasks for clients including: Policy and Plan Document Coordination, Non-Discrimination Testing, Form 5500 and SAR Preparation, Health Care Reform compliance, another health and welfare compliance needs.


    ▪ Create, review and maintain Health & Welfare Plan Documentation for clients.
    ▪ Extract data from internal database and administer Non-Discrimination Testing for clients.
    ▪ Collect, prepare and send Form 5500 for clients to file, and create/send the Summary Annual Report (SAR).
    ▪ Maintain accurate administrative procedures, forms and other compliance communication materials.
    ▪ Utilize internal tools to source information for team members and client inquiries.
    ▪ Act as liaison with all internal departments and outside agencies/offices.
    ▪ Respond to routine and non-routine correspondence.
    ▪ Handle highly confidential and sensitive information.
    ▪ Work independently and within the team on special nonrecurring and ongoing projects.
    ▪ Represent AP Benefit Advisors in a positive and professional manner with both internal and external customers.
    ▪ Provide team members and clients with appropriate timelines for tasks to ensure that expectations and turnaround times are met.
    ▪ Maintain composure and effectiveness under pressure in a deadline driven environment.
    ▪ Working knowledge of compliance and regulatory issues surrounding employee benefits and their impact on human resources.
    ▪ Perform other duties and special projects as assigned.


    ▪ Bachelor’s Degree
    ▪ 2+ years of relevant experience or combination of education and/or equivalent work experience (accounting, paralegal, and/or math/science skills desired)
    ▪ Proficient in Microsoft Office applications (Word and Excel are musts)
    ▪ Strong PC skills with the aptitude to learn new systems.
    ▪ Knowledge of health, life and disability plans preferred.


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