[Remote] Junior Plan Documents Specialist

Note: The job is a remote job and is open to candidates in USA. Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. The Junior Plan Documents Specialist will work cross-functionally with various teams to ensure best-in-class output and client satisfaction, handling document preparation and management for employer-sponsored welfare benefit plans.

Responsibilities

• Assisting in client implementation and client plan changes, defining clients’ benefits and structure for document preparation/completion for required plan document creation
• Managing benefit plan documentation processes including:
• Conducting and managing a complete, section-by-section review of prospective conversion plan documents, including, but not limited to, Summary of Material Modification (SMM), plan amendments, and Summary of Benefits and Coverage (SBC)
• Conducting and managing a complete, section-by-section review of prospective conversion plan documents for a Summary Plan Description (SPD) with some feedback/assistance from Senior team member(s) and/or Plan Documents Manager, if needed
• Drafting, finalizing, and maintenance of standard benefit plan documents (i.e. SBCs, standard to intermediate level plan amendments) by identifying/understanding change requests and their requirements. Must have the ability to identify more complex tasks and request assistance from Senior team member(s) and/or Plan Documents Manager when needed
• Drafting standard SPDs (or those that require minimal customization) with some assistance from Senior team member(s) and/or Plan Documents Manager. Must have the ability to work with and take instruction from Senior team member(s) and/or Plan Documents Manager in order to complete SPDs that may become more involved during process
• Identifying missing items needed for document preparation
• Submitting finalized plan documents and any changes to stop loss carriers or Stop Loss team as well as PDM vendor
• Determining changes to plan documents to ensure accuracy, seamless coverage, and any additional updates as necessary
• Managing and maintaining a book of business primarily relating to Mid-Market accounts and/or assigned projects at direction of Plan Documents Manager
• Stay current on requirements under ERISA, PPACA, and other related laws/regulations as it relates to plan benefits
• Elevating client issues and concerns to appropriate to leadership and or Client Success team members when necessary
• May assist in training process of Analyst and newly hired Junior team members at the direction of Plan Documents Manager
• May support client communications, including, but not limited to, introductory calls with assistance/feedback from Senior team member(s) and/or Plan Documents Manager
• Performing other miscellaneous projects, assignments, and duties as assigned

Skills

• 1-3 years of employee benefits paralegal or similar job experience required
• 1-3 years of experience in Health and Welfare benefit consulting in ERISA & Non-ERISA plans
• 3 years of experience in client management in self-funding document creation and management
• Strong organizational and multi-tasking skills, attention to detail
• Excellent written, verbal, and interpersonal communication skills; including ability to identify and communicate clearly on inconsistencies and issues found during drafting process
• Ability to manage time effectively, set priorities effectively and meet deadlines
• Intermediate to advanced knowledge of Microsoft Office products (Excel, Power Point, Word)
• Demonstrated ability to meet performance goals, including accuracy and productivity
• Ability to take initiative and be self-motivated while exercising proactivity and creativity in problem solving and appropriate decision-making
• Display, at minimum, an intermediate level of understanding for compliance principles as it applies to document drafting and client communication
• Team player and willingness to take instruction when necessary
• Must be able to adapt, be flexible, and have the ability to function efficiently during fast-paced work environment
• Have passion and drive in delivering quality documents
• Ability to work independently with minimal supervision
• Typing speed of at least 60-70 WPM
• Bachelor's degree or equivalent job experience required
• A paralegal or related degree
• Phia Group's PDM online portal document management experience or similar use of a portal for document creation and management is a plus
• Worked with DOL Summary of Benefits and Coverage (SBC) templates and SBC Coverage Examples Calculator
• Exposure to plan/policy documents, including amendments/SMMs, in prior work environments is a plus

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