Plan Documents Specialist, Jr.
We exist for workers and their employers who are the backbone of our economy. That is where Centivo comes in our mission is to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills.
Under the guidance of the Plan Documents Manager, the Plan Documents Specialist, Jr. will work cross functionally with the Configuration, Implementation, Client Success, and Product teams to ensure best-in-class output, client experience and satisfaction, which can include regular interaction with brokers, agents, TPAs, stop loss carriers, and other applicable vendors and clients.
The Plan Documents Specialist, Jr. is a key member of the delivery team, facilitating client onboarding for document preparation, client changes, document management, and other duties related to requirements for employer-sponsored welfare benefit plans under the following federal and employment laws :
- Employee Retirement Income Security Act (ERISA)
- Internal Revenue Code (Code)
- Health Insurance Patient Portability and Accountability Act (HIPAA)
- Medicare Secondary Payer Act (MSP)
- Consolidated Omnibus Budget Reconciliation Act (COBRA)
- Affordable Care Act (ACA)
- Women's Health and Cancer Rights Act (WHCRA)
Responsibilities Include :
Assisting in client implementation and client plan changes, defining clients' benefits and structure for document preparation / completion for required plan document creation.Managing benefit plan documentation processes including :Conducting and managing a complete, section-by-section review of prospective conversion plan documents, including, but not limited to, Summary of Material Modification (SMM), plan amendments, and Summary of Benefits and Coverage (SBC)Conducting and managing a complete, section-by-section review of prospective conversion plan documents for a Summary Plan Description (SPD) with some feedback / assistance from Senior team member(s) and / or Plan Documents Manager, if neededDrafting, finalizing, and maintenance of standard benefit plan documents (i.e. SBCs, standard to intermediate level plan amendments) by identifying / understanding change requests and their requirements. Must have ability to identify more complex tasks and request assistance from Senior team member(s) and / or Plan Documents Manager when neededDrafting standard SPDs (or those that require minimal customization) with some assistance from Senior team member(s) and / or Plan Documents Manager. Must have ability to work with and take instruction from Senior team member(s) and / or Plan Documents Manager in order to complete SPDs that may become more involved during processIdentifying missing items needed for document preparationSubmitting finalized plan documents and any changes to stop loss carriers or Stop Loss team as well as PDM vendorDetermining changes to plan documents to ensure accuracy, seamless coverage, and any additional updates as necessaryManaging and maintaining a book of business primarily relating to Mid-Market accounts and / or assigned projects at direction of Plan Documents ManagerStay current on requirements under ERISA, PPACA, and other related laws / regulations as it relates to plan benefitsElevating client issues and concerns to appropriate to leadership and or Client Success team members when necessaryMay assist in training process of Analyst and newly hired Junior team members at the direction of Plan Documents ManagerMay support client communications, including, but not limited to, introductory calls with assistance / feedback from Senior team member(s) and / or Plan Documents ManagerPerforming other miscellaneous projects, assignments, and duties as assignedQualifications :
Required Skills and Abilities :
Strong organizational and multi-tasking skills, attention to detailExcellent written, verbal, and interpersonal communication skills; including ability to identify and communicate clearly on inconsistencies and issues found during drafting processAbility to manage time effectively, set priorities effectively and meet deadlinesIntermediate to advanced knowledge of Microsoft Office products (Excel, Power Point, Word)Demonstrated ability to meet performance goals, including accuracy and productivityAbility to take initiative and be self-motivated while exercising proactivity and creativity in problem solving and appropriate decision-makingDisplay, at minimum, an intermediate level of understanding for compliance principles as it applies to document drafting and client communicationTeam player and willingness to take instruction when necessaryMust be able to adapt, be flexible, and have the ability to function efficiently during fast-paced work environmentHave passion and drive in delivering quality documentsAbility to work independently with minimal supervisionTyping speed of at least 60-70 WPMEducation and Experience :
1-3 years of employee benefits paralegal or similar job experience required1-3 years of experience in Health and Welfare benefit consulting in ERISA & Non-ERISA plans3 years of experience in client management in self-funding document creation and managementPreferred Qualifications :
Bachelor's degree or equivalent job experience requiredA paralegal or related degreePhia Group's PDM online portal document management experience or similar use of a portal for document creation and management is a plusWorked with DOL Summary of Benefits and Coverage (SBC) templates and SBC Coverage Examples CalculatorExposure to plan / policy documents, including amendments / SMMs, in prior work environments is a plusWork Location :
An ideal candidate would be able to work from homeThis position is remoteWho we are :
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. Anchored around a primary care based ACO model, Centivo saves employers 15 to 30 percent compared to traditional insurance carriers. Employees also realize significant savings through our free primary care (including virtual), predictable copay and no-deductible benefit plan design. Centivo works with employers ranging in size from 51 employees to Fortune 500 companies.
Headquartered in Buffalo, NY with offices in New York City and Buffalo, Centivo is backed by leading healthcare and technology investors, including a recent round of investment from Morgan Health, a business unit of JPMorgan Chase & Co.
