Why join Morris & Garritano?

Our CULTURE!!!

Agency Awards, Recognition & Accomplishments

Central Coast Best Places to Work by Pacific Coast Business Times (2018-2022)
Best Agencies to Work for by Insurance Journal (2017-2019, 2021)
NU Agency of the Year by National Underwriters and PropertyCasualty360 (2019)
Diamond-level Family Friendly Workplace by San Luis Obispo Chamber of Commerce (2022)
Diamond-level Family Friendly Workplace by San Luis Obispo Chamber of Commerce (2022)
Large Business of the Year by the Santa Maria Chamber of Commerce (2021)
50 Fastest Growing Companies by Pacific Coast Business Times (2018-2022)
Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2022)
Broker Smackdown Winners/Regional Champions (M&G) at The Council Academy’s Broker Smackdown (2019, 2022)

We are growing with exciting developments and territory expansions. We’re seeking to support this growth by expanding our workforce with candidates who connect with our rich legacy and values. Our agency is committed to responsible and sustainable growth and is looking for candidates who will flourish within our company’s missional culture.

Employee Benefits Compliance Consultant- Irvine or San Luis Obispo, CA

The Employee Benefits Compliance Consultant possesses a deep knowledge of health plan administration. The role requires regulatory familiarity and understanding of various health and welfare plan laws. The role will also be responsible for executing a compliance program strategy. This role is fully client facing, working closely with our clients on their benefit/compliance programs.

Compensation & Benefits

$96,000-125,000 Depending on Experience
Medical, Dental, Vision Insurance
Employee Assistance Program
Paid Time Off, Holidays, and Sick Time
Disability and Life Insurance
401(k) with match
Flexible Spending Plan
Flexible Working Hours

Essential Functions Of This Role

Establishing, maintaining, and leading an effective compliance program in accordance with federal, state and all other laws and regulations.
Be the subject matter expert on compliance with benefits processes, reporting, audits, and government regulations (ERISA, 401k, HSA, Cafeteria Plans etc.).
Stay current on benefits regulations and trends.
Conducts pro-active compliance assessments including ERISA control group testing, ACA affordability, ALE status testing, safe harbor reviews and discrimination testing.
Subject matter expertise and consulting support during regulatory filing periods (1094, 1095, PCORI, 5500, etc.) and health plan documentation and disclosures (SPD/WRAP).
Provide compliance advisement to self-funded clients.
Assess and evaluate IRS penalty charges and provide potential resolution.
Conduct new client compliance assessments, including the identification and tracking of required federal and state compliance responsibilities.
Facilitates internal training to ensure company process alignment with current health and welfare plan regulatory and compliance topics.
Develop and deliver external, client-based education training series and compliance material both independently and in collaboration with our HR Business Consultant including but not limited to informational webinars, how-to video, compliance newsletter, and self-help resource library.
Liaising with counsel, vendors, and other consulting resources as necessary to help ensure the company maintains an effective compliance program.

Qualifications

Bachelor’s degree in Accounting, Finance, HR or other related field, or equivalent experience required.
5-7+ years managing health and welfare plans, including employee benefits compliance management
Proven working knowledge of ACA compliance
Experienced with analyzing and conceptualizing complex issues and consequences to achieve positive results.
Experienced with handling confidential information with discretion; resolves issues quickly and efficiently
Professional certification in benefits or related HR area strongly recommended
Experienced with analyzing and conceptualizing complex issues and consequences to achieve positive results.
Experienced with handling confidential information with discretion; resolves issues quickly and efficiently

The candidate best suited for this role will carry a professional demeanor, practice excellent communication skills, and possess a positive work ethic in line with our company culture. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles!

Morris & Garritano

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Employee Benefits Compliance Consultant