Senior Plan Documents Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Confirm eligibility status and plan specifications to guarantee accurate inclusion in plan documentation.

• Create, finalize, and manage moderately complex or non-standard benefit plan documents, which include SBCs, SPDs, and SMMs.

• Recognize and comprehend change requests and their specifications with minimal assistance from the Plan Documents Manager.

• Provide support for client and internal inquiries that are escalated due to concerns regarding SBC and SPD language, compliance issues, or customization requests.

• Collaborate with PDM vendors regarding federal/state mandates, governmental changes, or tailored requests.

• Assist with client communications, including introductory calls with clients.

• Oversee and manage a portfolio of business related to Mid-Market, Enterprise, or Strategic accounts and/or designated projects.

• Aid Junior team members with intricate drafting requests.

• Facilitate training for Analysts, Junior team members, or newly hired Senior team members.

• Collaborate cross-functionally with Configuration, Implementation, Client Success, and Product teams.

• Engage with brokers, agents, TPAs, stop loss carriers, vendors, and clients.

⛳️ Requirements

• 3–5 years of experience as an employee benefits paralegal or in a similar professional role.

• 3–5 years of experience in Health and Welfare benefits consulting with both ERISA and Non-ERISA plans.

• 3–5 years of experience in client management concerning self-funded plan document creation and administration.

• Must have prior exposure to plan/policy documents, including amendments and SMMs.

• Excellent organizational and multi-tasking abilities, with a keen attention to detail.

• Capable of effective time management, appropriate prioritization, and meeting deadlines.

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

• Competent in working independently with minimal supervision.

• Typing speed of 60–70 WPM.

• Bachelor’s degree or equivalent professional experience is preferred.

• Familiarity with Phia Group’s PDM online portal or similar document management systems is preferred.

• Experience with DOL Summary of Benefits and Coverage (SBC) templates and the SBC Coverage Examples Calculator is preferred.

• Prior exposure to plan/policy documents, including amendments and SMMs, is preferred.

• Compliance or insurance-related certifications are preferred.

• Experience in claims litigation and/or possession of insurance-related designations is preferred.

• 1–3 years of previous training experience is preferred.

• Authorization to work in the United States is required.

• Visa sponsorship requirements will be disclosed during the application process.

🏝️ Benefits

• Equity

• Bonus

• Remote work from home