Plan Document 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.

Centivo is hiring a Junior Plan Documents Specialist! Under the guidance of the Plan Documents Manager, the Jr. 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 Jr. 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:

• 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 needed

• Drafting, 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 the ability to identify more complex tasks and request assistance from Senior team member(s) and/or Plan Documents Manager when needed.

• Drafting standard SPDs (or those that require minimal customization) with some assistance from Senior team member(s) and/or Plan Documents Manager. Must have the 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 process.

• Identifying missing items needed for document preparation

• Submitting finalized plan documents and any changes to stop loss carriers or Stop Loss team as well as PDM vendor.

• Determining changes to plan documents to ensure accuracy, seamless coverage, and any additional updates as necessary.

• Managing and maintaining a book of business primarily relating to Mid-Market accounts and/or assigned projects at direction of Plan Documents Manager

• Stay current on requirements under ERISA, PPACA, and other related laws/regulations as it relates to plan benefits.

• Elevating client issues and concerns to appropriate to leadership and or Client Success team members when necessary.

• May assist in training process of Analyst and newly hired Junior team members at the direction of Plan Documents Manager.

• May support client communications, including, but not limited to, introductory calls with assistance/feedback from Senior team member(s) and/or Plan Documents Manager.

• Performing other miscellaneous projects, assignments, and duties as assigned

Required Skills and Abilities:

• Strong organizational and multi-tasking skills, attention to detail

• Excellent written, verbal, and interpersonal communication skills; including ability to identify and communicate clearly on inconsistencies and issues found during drafting process

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

• Intermediate to advanced knowledge of Microsoft Office products (Excel, Power Point, Word)

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

• Ability to take initiative and be self-motivated while exercising proactivity and creativity in problem solving and appropriate decision-making

• Display, at minimum, an intermediat