Position Summary: The Group Benefits Specialist is a dual-function role within our employee benefits brokerage, supporting both the operational execution of group benefits quoting and the regulatory compliance needs of our employer clients. This position works closely with the Account Management and Broker teams to manage the end-to-end RFP process, build client-ready plan comparison materials, and ensure clients are meeting their obligations under ERISA, ACA, HIPAA, and applicable state regulations. This is a fast-paced, detail-oriented role ideal for someone with hands-on experience in group benefits and a strong interest in benefits compliance.
Key Responsibilities
Quoting & RFP Management
Manage end-to-end RFP process for group benefits clients across all lines of coverage (Medical, Dental, Vision, Life, STD/LTD)
Submit RFPs to multiple carriers and follow up to ensure timely receipt of quotes
Organize and track all quote responses by client, carrier, and renewal date
Communicate with carrier representatives to obtain complete and accurate proposals
Plan Comparisons & Spreadsheet Management
Build and maintain detailed plan comparison spreadsheets in Excel and/or Google Sheets
Compare plan designs, premiums, networks, and contribution strategies across carriers
Highlight key differences and cost implications for broker review
Update and maintain renewal tracking and pipeline spreadsheets
Client-Specific Benefit Guides
Develop customized employee benefit guides tailored to each client group
Clearly present plan options, costs, and coverage highlights in a client-friendly format
Coordinate with the broker team to ensure accuracy before delivery
ERISA Compliance
Assist in reviewing and completing plan documents, SPDs, and wrap documents for ERISA compliance
Support annual compliance calendars and track ERISA notice delivery requirements
Help clients understand fiduciary obligations and maintain proper plan documentation
ACA / Health Reform
Monitor employer shared responsibility ("Pay or Play") requirements and support client reporting
Assist with ACA affordability calculations and minimum value determinations
Track and communicate ACA regulatory updates affecting employer-sponsored plans
HIPAA
Educate clients on HIPAA privacy and security requirements applicable to self-funded plans
Support the review and maintenance of HIPAA business associate agreements (BAAs)
Assist in developing and distributing HIPAA-related notices and plan amendments
DOL / IRS Filings & Required Notices
Assist clients with obtaining necessary carrier forms for Form 5500 filing requirements
Help prepare and distribute required notices (COBRA, Medicare Part D, SBC, MLR rebates)
State Regulations
Research state-mandated benefit requirements and state continuation/mini-COBRA rules
Maintain a state compliance matrix and flag jurisdiction-specific obligations for client accounts
Monitor state legislative and regulatory developments and summarize key changes for the team
Administrative Support
Maintain organized digital files for all client quotes, proposals, and plan documents
Track renewal timelines and proactively flag upcoming deadlines
Assist with open enrollment preparation materials as needed
Respond to client compliance inquiries; draft guidance for senior review and approval
Prepare compliance alerts, client communications, and educational materials
Maintain an organized compliance library of templates, resources, and regulatory guidance
Required Qualifications
Experience: 2+ years of experience in a group benefits, insurance brokerage, or employee benefits environment
Solid understanding of U.S. group health insurance including Medical, Dental, Vision, Life, and Disability plans
Experience managing the RFP/quoting process with multiple carriers
Advanced proficiency in Microsoft Excel and/or Google Sheets (pivot tables, VLOOKUP/XLOOKUP, formatting, data organization)
Exposure to other benefits platforms (Ease, BenefitPoint, or similar)
Familiarity with benefits administration systems or CRM platforms Work Schedule & Requirements
Note: This description indicates, in general terms, the type and level of work performed and responsibilities held by the team member(s). Duties described are not to be interpreted as being all-inclusive or specific to any individual team member.
No Third Party Agencies or Submissions Will Be Accepted.
Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. DFWP
Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients. Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.