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.