Health Plan Specialist

Relation Insurance Services • Tulsa, OK

21h • $26 - $36

About The Position

The Health Plan Specialist is responsible for the creation, maintenance, and delivery of compliant health plan documentation for ERISA and non-ERISA health plans. The individual in this role ensures all plan materials meet federal and state regulatory requirements, while aligning with client benefit designs and organizational standards. The Specialist collaborates cross-functionally and participates in client implementation activities to support accurate and timely document production.

Requirements

• High School diploma or equivalent.
• Bachelor’s degree in Business, Health Administration, Public Policy, English, or related field; equivalent experience preferred.
• Strong writing, editing, and proofreading skills with attention to detail.
• Basic knowledge of employee benefits and health plan concepts (medical, Rx, dental, vision, HSA/HRA/FSA).
• Working knowledge of the laws and regulations associated with HIPAA.
• Knowledge of and basic understanding of benefit plans & terminology.
• Willingness to adhere to all principles of confidentiality.
• Proficiency with Microsoft Word (templates/styles), Excel, and Adobe Acrobat.
• Ability to manage multiple deadlines in a fast-paced, high-volume environment.
• Excellent communication and collaboration skills.

Nice To Haves

• A Life Accident and Health License from state of domicile is preferred.
• Certified in Healthcare Compliance (CHC) is helpful.
• Familiarity with plan document generation platforms or template libraries preferred.
• Exposure to ERISA, ACA, HIPAA, COBRA, MHPAEA, and state benefit mandates preferred.
• Familiarity with SBC templates and plan document generation platforms preferred.

Responsibilities

• Creates, maintains, and updates PHIA-regulated Summary Plan Descriptions (SPDs) and Plan Documents for ERISA and non-ERISA health plans, ensuring compliance with all applicable regulations.
• Produces Summaries of Benefits and Coverage (SBCs) in accordance with federal and state compliance requirements.
• Manages plan renewals and drafts plan amendments, ensuring accuracy, consistency, and timely delivery across a high-volume document environment.
• Supports the production and delivery of 80+ plan documents per month, adhering to established timelines and quality standards.
• Participates in client implementation meetings to review benefit outlines, clarify plan requirements, and gather all necessary information prior to document creation.
• Collaborates with cross-functional teams (e.g., implementation, compliance, operations) to ensure plan materials are aligned, compliant, and reflective of client expectations.
• Conducts quality reviews to confirm plan documents accurately reflect approved benefit designs and regulatory requirements.
• Maintains organized documentation records and version control in accordance with internal procedures and compliance standards.
• Performs other projects, duties, and tasks, as assigned.

Benefits

• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees