Plan Documents Manager

This is a fully remote position, open to applicants in New York.

📋 Description

• Oversee the workload and task distribution within the Plan Documents team, facilitating the drafting and completion of Centivo’s SBCs, SPDs, and SOBs.

• Recognize opportunities for workflow enhancements and collaborate with management to implement changes or develop policies and procedures.

• Provide training for new hires regarding PDM functionality, checklist utilization, and document management.

• Participate in meetings and engage with other departments as the representative of the Plan Documents team.

• Support client implementation and plan modifications by defining benefits and structure for document preparation.

• Supervise the processes related to benefit plan documentation.

• Carry out thorough section-by-section reviews of potential conversion plan documents, which include SPDs, SMMs, plan amendments, and SBCs.

• Confirm plan eligibility status and requirements for inclusion in documentation.

• Draft, finalize, and maintain benefit plan documentation.

• Identify necessary items for document preparation that may be missing.

• Submit finalized plan documents and modifications to stop-loss carriers.

• Assess document changes required for accuracy, smooth coverage, and updates.

• Assist with client communications, which include introductory calls.

• Supply team members with information and reference materials concerning compliance and regulatory changes.

• Keep abreast of ERISA, PPACA, and other laws and regulations impacting plan benefits.

• Elevate client issues and concerns to leadership or Client Success.

• Execute other assigned projects and responsibilities.

⛳️ Requirements

• A minimum of 5 years of experience as an employee benefits paralegal or in a similar role is required.

• At least 5 years of experience in Health and Welfare benefit consulting with both ERISA and Non-ERISA plans.

• A minimum of 5 years of client management experience related to self-funding document creation and administration.

• An Associate degree is required; a Bachelor’s degree is preferred, or equivalent job experience.

• Proven skills in process development, improvement, and change management.

• Strong organizational and multitasking abilities, with a keen attention to detail.

• Exceptional written, verbal, and interpersonal communication skills.

• Capability to manage time efficiently, prioritize effectively, and meet deadlines.

• Advanced proficiency in Microsoft Office applications (Excel, PowerPoint, Word).

• Proven ability to meet performance targets, including accuracy and productivity.

• Initiative and self-motivation, with a proactive approach to problem-solving and decision-making.

• Ability to work independently with minimal oversight.

• Experience with Phia Group’s PDM online portal for document management or similar portal usage for document creation and management.

• Prior experience in a lead or management role focusing on plan document drafting and management.

• Must have authorization to work in the United States for any employer.

• Must indicate whether visa sponsorship is required.

🏝️ Benefits

• Equity

• Bonus

• Fully remote work option