Senior Plan Documents Specialist

Responsibilities

  • Verify eligibility status and plan requirements for accurate inclusion in plan documents
  • Draft, finalize, and maintain non-standard or moderately complex benefit plan documents including SBCs, SPDs, and SMMs
  • Assist with client and internal department inquiries regarding compliance issues or customization requests
  • Support client communications and introductory calls
  • Manage a book of business for Mid-Market, Enterprise, or Strategic accounts
  • Assist with Junior team members and support training of Analysts and new hires

Requirements

  • 3-5 years of employee benefits paralegal or similar professional experience
  • 3-5 years of experience in Health and Welfare benefits consulting with ERISA and Non-ERISA plans
  • 3-5 years of experience in client management related to self-funded plan document creation and management
  • Exposure to plan/policy documents including amendments and SMMs
  • Typing speed of 60-70 WPM
  • Strong organizational and multi-tasking skills
  • Ability to work independently with minimal supervision

Preferred Qualifications

  • Bachelor's degree or equivalent job experience
  • Paralegal or related degree
  • Experience using Phia Group's PDM online portal or similar document management platforms
  • Experience working with DOL Summary of Benefits and Coverage (SBC) templates
  • Compliance or insurance-related certifications
  • 1-3 years of prior training experience

About the Company

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. Centivo works with employers ranging in size from 51 employees to Fortune 500 companies.

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