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CDHP Consultant

BPAS

(Remote / Houston TX / NY / WA / Hybrid)

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities

The CDHP Plan Consultant is responsible for managing client relationships; the setup of new clients; preparing and maintaining documents; preparing the 5500, enrollment materials, and other duties applicable to the clients’ accounts.

Essential Duties:

• Responsible for the setup of new clients
• Comprehension in Sections 105, 125, and 129 regulations and administration
• Responsible for preparing and maintaining documents
• Preparation of the 5500
• Run non-discrimination testing
• Responsible for loading payroll/eligibility files
• Preparation of enrollment material
• Manage client relationships
• Banking backup and support
• Report preparation and analysis
• Assist with software release testing, including banking functions
• Assist with other projects as needed
• Ability to learn and work in a remote setting
• Available for at minimum quarterly training with supervisor and other members of team
• Maintain proficient knowledge of, and demonstrate ongoing compliance with, all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion

Ancillary Duties:

As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals.

Education, Training and Requirements:

• Minimum High School Diploma or equivalent, college degree in related field preferred. 
• All applicants must be 18 years of age or older. 

Competencies:

• Well-developed written and oral communication skills
• Assist with problem resolutions
• Ability to be highly organized and show an attention to detail
• Ability to prioritize work assignments and multitask
• Display an intermediate level competency with Microsoft Word, Powerpoint and Excel, as well as personal computer skills

Experience:

• Three to five years of consumer driven health plan administration preferred

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

How to Apply

Apply Now

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