Sr. Plan Document Specialist

Imagine360 is seeking a Sr. Plan Document Specialist to join the team! The Sr. Plan Document Specialist is responsible for drafting, reviewing, auditing, and maintaining employee benefit plan documents and Summary Plan Descriptions (SPDs) for self-funded health plans while ensuring compliance with ERISA, ACA, HIPAA, COBRA, and other applicable federal regulations.

The Senior Plan Document Specialist serves as a subject matter expert and works closely with Account Management, Legal, Compliance, Operations, Sales, and clients to deliver accurate, compliant, and timely plan documents. This individual thrives in a fast-paced, high-volume environment, possesses exceptional attention to detail, and consistently delivers high-quality work while managing multiple priorities.

Position Location:100% remote

Responsibilities include but are not limited to:

• Draft, review, revise, and maintain employee benefit plan documents, Summary Plan Descriptions (SPDs), amendments, summaries of material modifications, and other plan-related documents for self-funded health plans.
• Ensure all plan documents accurately reflect client benefit designs and comply with applicable federal regulations, including ERISA, ACA, HIPAA, COBRA, MHPAEA, and other governing laws.
• Perform detailed quality assurance reviews to ensure accuracy, consistency, and compliance prior to document distribution.
• Partner with Account Management, Sales, Implementation, Operations, Compliance, Legal, and other internal stakeholders to gather plan information, clarify requirements, and ensure timely completion of plan documents.
• Serve as a subject matter expert on plan document language, regulatory requirements, and document best practices, providing guidance to internal teams and supporting client discussions as needed.
• Monitor regulatory changes affecting employee benefit plans and incorporate required updates into plan documents, templates, and drafting processes.
• Develop, maintain, and improve standard document templates, workflows, and operating procedures to enhance efficiency, consistency, and quality.
• Maintain organized document management practices, including version control and accurate recordkeeping.
• Identify opportunities to improve processes, reduce errors, and increase operational efficiency within the Plan Document department.
• Support departmental projects, audits, committee participation, and continuous improvement initiatives.
• Mentor and provide guidance to junior team members by sharing technical knowledge and best practices.
• Deliver exceptional internal and external customer service through timely communication, responsiveness, and a commitment to quality.
• Effectively manage multiple priorities and deadlines while maintaining exceptional attention to detail in a fast-paced, high-volume environment.
• Maintain the highest level of confidentiality when handling client, member, and proprietary company information.
• Other duties as assigned.

Education:

• High School Diploma or equivalent required.
• Bachelor's degree preferred or an equivalent combination of education and experience.

Required Experience:

• Minimum of five (5) years of experience drafting employee benefit plan documents and Summary Plan Descriptions (SPDs).
• Strong working knowledge of self-funded employee benefit plans and Third-Party Administration (TPA) operations preferred.
• Comprehensive knowledge of ERISA, ACA, HIPAA, COBRA, and other applicable employee benefits regulations.
• Experience interpreting plan language and translating benefit designs into compliant plan documents.
• Advanced proficiency in Microsoft Word, including formatting, styles, templates, document comparisons, and complex editing.
• Proficiency in Microsoft Excel for tracking, reporting, and document management.

Skills and Abilities:

• Exceptional attention to detail with a commitment to producing highly accurate work.
• Strong organizational and time management skills with the ability to effectively manage competing priorities.
• Demonstrated ability to thrive in a fast-paced, high-volume environment while consistently meeting deadlines.
• Excellent wri