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Director, ERISA Compliance Services

Company: Lockton Companies
Location: Kansas City
Posted on: November 22, 2021

Job Description:

Lockton is a global professional services firm with more than 8,000 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. Check out the latest insights from Lockton's experts .
A few reasons Associates love working at Lockton include:

  • Opportunities for growth and advancement, including paid training and professional development.
  • 12-week paid parental leave.
  • An emphasis on community involvement and giving back.
  • Frequent athletic and wellness events.
  • Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
  • We are uncommonly and perpetually independent.
    Overview: Lockton Companies is looking to hire an experienced and accomplished employee benefits compliance attorney to lead Lockton Benefits' ERISA Compliance Services division. The attorney in this role lead a team of ERISA attorneys and other professionals in providing ERISA compliance support to Lockton Benefits account teams and clients. Lockton is the world's largest privately-owned insurance brokerage and consulting firm. Lockton accounts for $2.1M in revenue and employs 8500+ professionals around the globe. The ERISA Compliance Services function is a key aspect of our benefits brokerage and consulting operations, shepherding our account teams and clients through the ever more complex employee benefits compliance environment. Our ERISA compliance attorneys work closely with our account teams and clients to help them comply with the numerous obligations imposed upon group benefit programs under federal and select state laws as they relate to welfare benefit plans. Our attorneys stay abreast of compliance-related developments and communicate developments to clients and associates via a variety of publications and web-based or live presentations. Overview of ideal candidates The best candidates for this position should have strong legal research, writing, public speaking and interpersonal relationship skills, ideally law firm experience, management experience, the ability to work in a fast-paced environment, and the ability to simplify complex legal concepts and ensure non-lawyers can understand and apply them. This attorney must be able to foster and maintain good, cooperative and effective working relationships with Associates in the ERISA Compliance Services group as well as the Lockton offices and their account service teams in the field. Candidates for this position must have strong working knowledge of ERISA, the Affordable Care Act (ACA), HIPAA, COBRA, transparency requirements and tax issues related to group welfare benefits. Ideal candidates will also have a demonstrated capacity for effective leadership of highly capable and accomplished professionals. Responsibilities:
    • Ensure prompt, practical compliance and technical support, both internally and for clients, on all employee benefit-related aspects of ERISA, the ACA, the Internal Revenue Code (IRC) and other relevant laws as they affect employee welfare benefit plans, and be able to communicate findings and recommendations clearly and succinctly, in layman's terms.
    • Direct and coordinate research and preparation (or updating) of articles for periodic Compliance Alerts, expanded publications such as employer guides and other white papers, and internal training and briefing documents and various practice aid (calendars, checklists, grids, etc.).
    • Effectively peer review and edit client- and account team-facing collateral to ensure accurate and effective communication of compliance concepts, requirements, etc.
    • Manage complex compliance assignments, operational compliance reviews, plan compliance projects, government filings, and routine compliance management services.
    • Prepare and present, and coordinate and direct Associates in preparing and presenting, webcasts and live, in-person presentations on ERISA-related topics in a pragmatic, practical manner.
    • Build strong relationships with internal Associates, external partners and with clients of the firm.
    • Participate in developing creative, strategic, proactive and technically correct advice to clients both in special situations and as part of day to day responsibilities.
    • Actively participate in client and prospect meetings on demand, to gather information about potential clients, establish client needs, clarify expectations, develop strategies and obtain feedback.
    • Keep abreast of developments in the field to maintain technical, professional expertise.
    • Provide for budgeting and administrative oversight of the ERISA Compliance Services division.
    • As needed, recruit other outstanding professionals to the division. Requirements/Qualifications:
      • Law degree, and very strong and demonstrable research, writing and editing skills.
      • Minimum 15 years of experience in the employee benefits/ERISA field, ideally with at least some of those years in a law firm environment, with a demonstrably strong focus on compliance advice, particularly with respect to the ACA.
      • Service-oriented attitude. This position requires leadership of and collaboration with intelligent, self-motivated, articulate and experienced professionals, as well as collaboration and support of clients of the firm, and of internal Associates who work under demanding timelines, and often with limited knowledge of ERISA compliance matters. A pleasant, service-oriented attitude, and ability to communicate complex concepts in a practical, common-sense manner, is critical.
      • Must display strong written and oral communication skills including the ability to articulate complex concepts.
      • Strong project management, time management, and organizational skills. Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone's family.
        No Agencies Please Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

Keywords: Lockton Companies, Kansas City , Director, ERISA Compliance Services, Executive , Kansas City, Kansas

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