Plan Document Specialist

Personify Health • Remote,

3d • $52,000 - $57,000

About The Position

Personify Health created the first and only personalized health platform—bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together in one place. We serve employers, health plans, and health systems with data-driven solutions that reduce costs while actually improving health outcomes. Together, our team is on a mission to empower people to lead healthier lives.

This role turns complex benefit designs into clear, accurate documents that clients, members, and regulators rely on. You’ll shape how plans are communicated and executed making sure what’s written aligns with how plans are built, administered, and experienced.

Requirements

• English language proficiency.
• Associate’s degree or equivalent in related field.
• Knowledge of Federal Health Care Laws.
• Good writing, editing, and analytical skills with keen attention to detail.
• Strong problem-solving, organizational, and interpersonal communication skills.
• Ability to identify benefit/compliance issues and communicate appropriate resolutions to internal and external stakeholders.
• Research topics, convey facts, use good judgment and analyze situations accurately.
• Intermediate knowledge of Microsoft Office Suite (e.g. Word, Excel, PowerPoint, Outlook, etc.)
• Excellent oral and written communication skills, including the ability to effectively communicate complex concepts.
• Good time management skills, including being highly organized.
• Ability to pivot priorities and meet tight deadlines.
• Set and organize own work priorities and successfully adapt to new priorities.
• Maintain excellent interpersonal relationships within the department and at all levels of the organization.
• Maintain professionalism in a fast-paced, high-pressure environment.

Nice To Haves

• Experience with similar positions desirable.
• Prior experience with self-funded health plan development and implementation (preferred).

Responsibilities

• Create, write, review, and edit Summary Plan Descriptions (SPDs), restatements, changes, revisions, and benefit summaries.
• Create, write, review, and edit Summary of Benefits & Coverage (SBC) documents.
• Assist with the creation of amendments, Summary of Material Modifications (SMM), and Summary of Material Reduction (SMR).
• Assess client intent by reviewing internal documentation and/or plan documents prepared by previous health plan administrators.
• Conduct reviews of internal benefit documents to ensure accurate plan build set-up.
• Review and interpret plan documents and update regulatory language as required.
• Respond to Account Management, Plan Build team, and Operational inquiries regarding plan provisions.

Benefits

• Competitive base salary and benefits effective day one
• Comprehensive medical and dental through our own health solutions
• Unlimited PTO—rest and recharge time is non-negotiable
• Mental health support, retirement planning, and financial protection
• Professional development with clear career progression and learning budgets
• Mission-driven culture where diverse perspectives drive real impact on people's health

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree