Plan Documents Manager

Responsibilities

• Manage the Plan Documents team's workload and task assignments for drafting SBCs, SPDs, and SOBs
• Identify workflow process improvements and implement new policies and procedures
• Train new hires on PDM functionality and document management mechanics
• Collaborate cross-functionally with Configuration and Client Success teams
• Conduct section-by-section reviews of prospective conversion plan documents
• Draft, finalize, and maintain benefit plan documents ensuring compliance with ERISA, PPACA, and other regulations
• Submit finalized plan documents to stop loss carriers

Requirements

• 5+ years of experience as an employee benefits paralegal or similar role
• 5+ years of experience in Health and Welfare benefit consulting for ERISA & Non-ERISA plans
• 5+ years of experience in client management for self-funding document creation
• Associate degree required; Bachelor's degree preferred
• Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word)
• Strong organizational and multi-tasking skills with high attention to detail

Preferred Qualifications

• Experience with Phia Group's PDM online portal or similar document management portals
• Prior lead or management experience in plan document drafting

About the Company

Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to millions. Using a primary care based ACO model, Centivo provides significant savings for employers and employees through predictable copays and no-deductible benefit plan designs.