Raymond James Financial, Inc

Senior Advisor, HR Health and Wellness

Raymond James Financial, Inc$75K — $95K *
US-AnywhereRemote in Illinois, US
Healthcare
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business Administration or related field required.
  • Minimum 5 years of experience in health and welfare group insurance or leave of absence management.
  • Strong knowledge of ERISA, ACA, COBRA, and IRS regulations.
  • Professional certifications (CEBS or CBP) preferred.
  • Strong HRMS processing and report analysis skills required.

Responsibilities

  • Analyze health and welfare plan data to provide insights and recommendations.
  • Serve as the primary contact for insurance-related escalations for associates.
  • Act as a subject matter expert on benefit compliance and legal requirements.
  • Investigate and resolve complex associate complaints regarding benefits.
  • Manage and oversee the open enrollment process and ensure compliance with regulations.

Benefits

  • Remote work flexibility anywhere in the United States.
  • Hybrid work schedule for local candidates in the Tampa Bay area.
  • Comprehensive medical, dental, and vision insurance coverage.
  • Paid time off including vacation and sick leave.
  • Retirement savings plan options.
Full Job Description
Job Description Summary

Job Description

This position is eligible for remote work anywhere within the United States. However, candidates who reside within a commutable distance to our corporate headquarters in Saint Petersburg, FL (including the Tampa Bay area) will follow a hybrid work schedule, typically requiring 3 days per week in the office.

As a Senior Advisor, Health & Wellness, you leverage deep expertise developed through experience to lead and support health care data analytics, manage health insurance-related escalations, and oversee benefit compliance activities, along with other related benefits programs. You operate with a high degree of autonomy while following established processes to execute both routine and complex work, exercising sound judgment and decision-making responsibility.

You serve as a subject matter expert across a range of issues, from basic to complex, and determine when to escalate or engage senior leadership or external benefit consultants. This role requires extensive interaction with internal stakeholders, insurance carriers, and third-party administrators to identify, research, and resolve issues related to benefit coverage, leaves of absence, and payroll deductions.

Essential Duties and Responsibilities
  • Analyzes aggregate health and welfare plan data to inform recommendations related to trends and plan design changes
  • Serves as central point of contract for escalations related to associate issues on insurance related issues with carriers
  • Is the primary SME on benefit compliance subject issues including HIPAA, ACA reporting, and 5500s.
  • Serves as a contact for internal customers, insurance vendors and/or third party administrators.
  • Reviews documents and benefit changes to ensure both are in line with IRS compliance guidelines.
  • Investigates and resolves moderate to complex associate complaints, issues and concerns regarding benefit programs and leave of absence by using various systems and sources.
  • Communicates and ensures understanding of IRS regulations, Family Medical Leave, Health Savings Account regulations and Health Care Reform questions by managers, associates and potential candidates as needed.
  • Properly manage the communication and resolution between associate and benefit plan vendors on unique issues (e.g. eligibility, claims, and general adherence to plan provisions)
  • LOA administration and compliance - Liaison between vendor, associates, managers, HR COE's to ensure compliance and resolve unique issues.
  • Manage the associate transition from leave of absence to potential job accommodation or long-term disability status.
  • Investigates, audits and resolves differences with associate vacation and sick accrual accounts.
  • HRMS system processing for vacation/sick entitlements, enrollment changes, leave of absences, payroll deductions and audits.
  • Participates in the RFP process and assists with managing vendor benefit plan implementations.
  • Responsible for the managing all compliance issues, audits and payments to applicable state programs
  • Manages the open enrollment process for associates on a leave of absence.
  • Audits open enrollment data files and carrier file exception reports to determine action needed to correct data errors reported that impact enrollment records.
  • Maintains current knowledge of legal requirements as well as state and federal regulations which impact benefit administration functions and ensures compliance .
  • RJNet content reviewer/editor
  • Liaison between Corporate Communications and Health and Wellness Services to promote ongoing initiatives.
  • Responsible for reviewing all documents for family status changes to ensure compliance with IRS regulations
  • Prepares and delivers written and oral presentations to internal customers.
  • Manage and increase utilization of onsite health clinic
  • Coordinate New Hire benefit enrollment process.
  • Other duties as assigned.


Knowledge of
  • Proven ability to organize, analyze, and utilize complex data related health care/vendors related data to inform recommendations
  • Advanced knowledge of benefit related laws including ERISA, ACA, COBRA, and IRS requirements.
  • Proven record of taking on new/additional responsibilities and assisting the team in completing whatever work is available.
  • Company's working structure, policies, mission and strategies.
  • Federal and state legislation, including Family Medical Leave, State specific paid leaves, San Francisco City Option, San Francisco Commuter and Health Care Reform.
  • Advanced HRMS System processing and report analysis.
  • Principles, practices and procedures required for managing the administration of assigned insurance plans or programs.
  • Expertise with various health and wellness plan designs and annual enrollment.


Skill in
  • Investigating discrepancies.
  • Gathering data, processing billings and preparing payment for approval.
  • Preparing and delivering presentations to internal customers.
  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets and databases.
  • HRMS processing, audits and queries, strongly preferred.
  • Knowledge of ERISA plans preferred.
  • Proficient in Microsoft Excel- ability to perform and create various functions and reporting
  • Intermediate Excel skills preferred.
  • Report writing skills, including PeopleSoft Query, PeopleTools, and SQL strongly preferred.
  • HIPPA certified /compliance training completed


Ability to
  • Partner with other functional areas and senior leaders to accomplish objectives.
  • Interpret and apply state and federal regulations and applicable rules to complex benefit and leave of absence issues and problems.
  • Read, interpret, analyze and apply information from insurance related materials and service agreement contracts.
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
  • Communicate effectively, both orally and in writing.
  • Work independently as well as collaboratively within a team environment.
  • Keep all appropriate parties up-to-date on decisions, changes and other relevant information.
  • Articulate reasons behind decisions.
  • Provide a high level of customer service.
  • Maintain strict confidentiality.
  • Maintain currency in all aspects of assigned insurance area.
  • Establish and maintain effective working relationships at all levels of the organization.
  • Proven ability to listen to clients, identify their specific concerns, and resolve them strongly preferred.
  • Proven ability to respond with courtesy and professionalism to difficult clients preferred.
  • Ability to resolve client calls with a minimum of escalation preferred.


Education/Previous Experience
  • College Degree equivalent and a minimum of five (5) years of related experience.
  • Call center experience requiring problem resolution a plus.
  • Five years' experience in health and welfare group insurance and leave of absence strongly preferred.~or~
  • Any equivalent combination of experience, education, and/or training approved by Human Resources.


Licenses/Certifications
  • CEBS or CBP a plus.
  • PHR/SHRM certification/ Continued Education in Insurance Area


Education
Bachelor's: Business Administration, High School (HS) (Required)

Work Experience
General Experience - 3 to 6 years

Certifications

Salary Range
$75,000.00-$95,000.00

Travel
Less than 25%

Workstyle
Remote

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ

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