Plan Documents Manager

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 VP Claims Operations, the Plan Documents Manager will work cross-functionally with the Configuration, and Client Success 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 Manager is a key member the Operations 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:
- Manage the Plan Documents team’s workload and task assignments to support coordination and completion (drafting) of Centivo’s SBC’s, SPD’s, SOB’s

- Identify workflow process improvements, working with the management team to implement changes and/or create policy and procedures

- Train new hires in the functionality of PDM, including teaching the mechanics of how it works, utilizing the checklist, and creating and maintaining document management

- Attend meetings and collaborate with other departments as needed for representation of the Plan Documents team

- Assist in client implementation and client plan changes, defining clients' benefits and structure for document preparation and required plan document creation

- Manage benefit plan documentation processes

- Conduct and manage complete, section-by-section review of prospective conversion plan documents, including Summary Plan Descriptions (SPD), Summary of Material Modification (SMM), plan amendments, and Summary of Benefits and Coverage (SBC)

- Verify eligibility status and requirements from the plan to be included in the documents

- Draft, finalize, and maintain benefit plan documents (SBCs, SPDs, SMMs)

- Identify missing items needed for document preparation

- Submit finalized plan documents and any changes to stop loss carriers

- Determine changes to plan documents to ensure accuracy, seamless coverage, and necessary updates

- Support client communications, including introductory calls

- Supply team members with information and reference documents on compliance and regulatory changes

- Stay current on requirements under ERISA, PPACA, and other related laws/regulations as they relate to plan benefits

- Elevate client issues and concerns to appropriate leadership or Client Success team members

- Perform other miscellaneous projects, assignments, and duties as assigned

Qualifications:
Required Skills and Abilities:
- 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

Education and Experience:
- 5+ years’ employee benefits paralegal or similar job experience required

- 5+ years’ experience in Health and Welfare benefit consulting in