Plan Document Specialist

MotivHealth Insurance Company

6d • Remote

About The Position

The Plan Document Specialist plays a key role in shaping and maintaining the foundation of our health plans. In this role, you’ll develop and update important plan documents, including Summary Plan Descriptions (SPDs), Certificates of Coverage (COC), Summaries of Benefits and Coverage (SBC), and related materials, ensuring they are accurate, compliant, and tailored to each client’s unique plan design. You’ll help translate complex legal and regulatory requirements into clear, well-structured documentation, while staying current with evolving healthcare laws and standards. This position is ideal for someone who enjoys detail-oriented work, regulatory alignment, and making a meaningful impact behind the scenes of healthcare benefits. This is a remote role open to candidates residing in Utah, Texas, Arizona, Idaho or Colorado.

Requirements

• Bachelor’s degree in health policy, business, legal studies, or related field.
• 2+ years working with plan documents in a health benefits or insurance environment, preferably for a TPA or health plan administrator.
• Deep familiarity with ERISA-governed health plans, self-funded plans, and wrap document structures.
• Understanding of ACA requirements, HIPAA Privacy & Security, COBRA, and other federal health benefit mandates.

Responsibilities

• Draft and revise Plan Documents and other required compliance materials.
• Customize templates to reflect client-specific plan designs, eligibility rules, benefits, exclusions, and funding arrangements.
• Ensure consistency between plan documents, third-party contracts, and proposals.
• Maintain version control and assist with distribution of updated documents to clients and internal teams.
• Monitor and interpret federal regulations (ERISA, ACA, HIPAA, COBRA, MHPAEA, etc.) that affect group health plans.
• Incorporate required legal changes and guidance from the DOL, HHS, and IRS into plan documents.
• Work with compliance, Implementation, and account managers to review and finalize documentation.
• Assist internal staff with understanding plan document terms, including clarifying provisions related to eligibility, coverage, and coordination of benefits.
• Provide support during audits or legal reviews by supplying plan documentation and summaries as needed.
• Use document automation platforms or templates (e.g., Word-based macro templates or proprietary systems).
• Track document creation, review, approval, and delivery using workflow management systems.

Benefits

• 5% annual bonus based on company profitability
• Affordable health, vision, and dental insurance for you and your family
• Company contributes up to $2,300 to Health Savings Account annually
• Wellness program that contributes additional money towards your HSA
• Automatic 3% contribution into retirement plan
• Career development and growth opportunities
• Flexible Time Off & 10 paid holidays per year

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level