Plan Document Specialist
About The Position
Because health is personal. That's why 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. Learn even more about the work that drives us at personifyhealth.com. Ready To Translate Complex Health Plan Designs into Clear, Compliant Documents? Why This Role Matters Health plans only work if they’re understood. 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
- Associate’s degree or equivalent in a related field
- English language proficiency
- Experience in a similar role
- Knowledge of Federal Health Care Laws
- Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Document drafting and editing for SPDs, SBCs, SMMs, and SMRs
- Review and interpretation of health plan documents and benefit structures
- Research and application of regulatory language in plan documentation
Nice To Haves
- Prior experience with self-funded health plan development and implementation (preferred)
Responsibilities
- Draft and maintain plan documents: Write, review, and update Summary Plan Descriptions (SPDs), restatements, revisions, and benefit summaries to reflect current plan design.
- Produce regulatory materials: Create and edit Summary of Benefits & Coverage (SBC), Summary of Material Modifications (SMM), and Summary of Material Reduction (SMR) documents.
- Interpret plan intent: Review internal documentation and legacy plan documents to translate client intent into accurate, enforceable language.
- Ensure regulatory alignment: Update plan documents with required regulatory language and confirm compliance across all materials.
- Validate plan accuracy: Review internal benefit documentation to ensure alignment with plan builds and operational setup.
- Resolve plan questions: Respond to Account Management, Plan Build, and Operations teams on plan provisions and documentation details.
Benefits
- Competitive base salary and benefits effective day one
- Comprehensive medical and dental through our own health solutions (yes, we use what we build)
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
