Plan Documents Manager
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Job Description
Plan Documents Manager overseeing benefit plan documents for Centivo’s self-funded healthcare plans. Coordinating drafting, compliance reviews, client implementations, and Operations team workflows.
Responsibilities:
- Manage the Plan Documents team’s workload and task assignments supporting drafting and completion of Centivo’s SBCs, SPDs, and SOBs
- Identify workflow process improvements and work with management to implement changes or create policies and procedures
- Train new hires in PDM functionality, checklist usage, and document management
- Attend meetings and collaborate with other departments as the Plan Documents team representative
- Assist with client implementation and plan changes, defining benefits and structure for document preparation
- Manage benefit plan documentation processes
- Conduct complete section-by-section reviews of prospective conversion plan documents, including SPDs, SMMs, plan amendments, and SBCs
- Verify plan eligibility status and requirements for inclusion in documents
- Draft, finalize, and maintain benefit plan documents
- Identify missing items needed for document preparation
- Submit finalized plan documents and changes to stop loss carriers
- Determine document changes needed for accuracy, seamless coverage, and updates
- Support client communications, including introductory calls
- Provide team members with information and reference documents on compliance and regulatory changes
- Stay current on ERISA, PPACA, and related laws and regulations affecting plan benefits
- Escalate client issues and concerns to leadership or Client Success
- Perform other assigned projects and duties
Requirements:
- 5+ years’ employee benefits paralegal or similar job experience required
- 5+ years’ experience in Health and Welfare benefit consulting in ERISA & Non-ERISA plans
- 5+ years’ experience in client management in self-funding document creation and management
- Associate degree required; Bachelor’s degree preferred or equivalent job experience
- Demonstrated abilities with process development and improvement as well as change management
- Strong organizational and multi-tasking skills, attention to detail
- Excellent written, verbal, and interpersonal communication skills
- Ability to manage time effectively, set priorities effectively, and meet deadlines
- Advanced knowledge of Microsoft Office products (Excel, PowerPoint, Word)
- Demonstrated ability to meet performance goals, including accuracy and productivity
- Ability to take initiative and be self-motivated while exercising proactivity in problem-solving and appropriate decision-making
- Ability to work independently with minimal supervision
- Phia Group’s PDM online portal document management experience or similar use of a portal for document creation and management
- Prior lead or management experience in plan document drafting and management
- Must be authorized to work in the United States for any employer
- Must answer whether visa sponsorship is required
Benefits:
- Equity
- Bonus
- Fully remote work option
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