Job Description

Centivo is hiring a Senior Plan Documents Specialist ! The Plan Documents Specialist 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 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:

• Verify eligibility status and plan requirements to ensure accurate inclusion in plan documents.

• Draft, finalize, and maintain non-standard or moderately complex benefit plan documents (including SBCs , SPDs , and SMMs ) by identifying and understanding change requests and their requirements, with little to no assistance from the Plan Documents Manager.

• Assist with client and internal department inquiries escalated due to SBC and SPD language concerns, compliance issues, or customization requests, with support from the Plan Documents Manager when needed.

• May assist with PDM vendor communications, including discussions related to federal/state mandates, governmental changes, or customized requests, in collaboration with the Plan Documents Manager.

• Support client communications, including—but not limited to—introductory client calls.

• Manage and maintain a book of business related to Mid-Market , Enterprise , or Strategic accounts, and/or assigned projects as directed by the Plan Documents Manager.

• Assist Junior team members with more complex drafting requests.

• Support the training of Analysts, Junior team members, or newly hired Senior team members at the direction of the Plan Documents Manager.

Required Skills and Abilities:

• Strong organizational and multi-tasking skills with exceptional attention to detail.

• Ability to manage time effectively, set priorities appropriately, and meet deadlines.

• Demonstrated ability to meet performance goals, including accuracy and productivity.

• Ability to work independently with minimal supervision.

• Typing speed of 60–70 WPM .

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 and the SBC Coverage Examples Calculator.

• Exposure to plan/policy documents, including amendments and SMMs , in prior work environments.

• Compliance or insurance-related certifications.

• Claims litigation experience and/or insurance-related designations.

• 1–3 years of prior training experience.

Education and Experience:

• 3–5 years of employee benefits paralegal or similar professional experience required.

• 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.

• Must have exposure to plan/policy documents, including amendments and SMMs , in prior work environments.

This position is full remote .

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