Sr. Plan Document Specialist
$70,000–$80,000 year
RemoteUnited States
Job Summary
Draft, review, revise, and maintain employee benefit plan documents, Summary Plan Descriptions (SPDs), and amendments for self-funded health plans while ensuring compliance with ERISA, ACA, HIPAA, COBRA, and other federal regulations. Perform detailed quality assurance reviews to verify accuracy and consistency prior to distribution, and partner with Account Management, Legal, and Operations to gather plan information and clarify requirements. Serve as a subject matter expert on plan document language, monitor regulatory changes, and develop standard templates and workflows to enhance efficiency. Mentor junior team members, support departmental audits, and maintain strict confidentiality for client and member data. Work in a fast-paced, high-volume remote environment managing multiple priorities and deadlines.
Required Qualifications
- High School Diploma or equivalent
- Minimum of five (5) years of experience drafting employee benefit plan documents and Summary Plan Descriptions (SPDs)
- Comprehensive knowledge of ERISA, ACA, HIPAA, COBRA, and other applicable employee benefits regulations
- Experience interpreting plan language and translating benefit designs into compliant plan documents
- Advanced proficiency in Microsoft Word, including formatting, styles, templates, document comparisons, and complex editing
- Proficiency in Microsoft Excel for tracking, reporting, and document management
- Exceptional attention to detail with a commitment to producing highly accurate work
- Strong organizational and time management skills with the ability to effectively manage competing priorities
- Demonstrated ability to thrive in a fast-paced, high-volume environment while consistently meeting deadlines
- Excellent written and verbal communication skills
- Strong analytical and problem-solving abilities
- Ability to work independently while collaborating effectively across multiple departments
- Demonstrated ability to maintain confidentiality and exercise sound judgment
- Strong customer service orientation and relationship management skills
- Continuous improvement mindset with the ability to identify efficiencies and improve processes
- 100% remote
Desired Qualifications
- Bachelor's degree preferred or an equivalent combination of education and experience
- Strong working knowledge of self-funded employee benefit plans and Third-Party Administration (TPA) operations
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