Plan Documents Manager

Centivo • Buffalo, NY

2d • $105,000 - $120,000 • Hybrid

About The Position

Under the guidance of the VP Claims Operations, the Plan Documents Manager will work cross-functionally with the Configuration, and Client Success 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 Plan Documents Manager is a key member the Operations team, facilitating client onboarding for document preparation, client changes, document management, and other duties related to requirements for employer-sponsored welfare benefit plans under various federal and employment laws.

Requirements

• Demonstrated abilities with process development and improvement as well as change management
• Strong organizational and multi-tasking skills, attention to detail
• Excellent written, verbal, and interpersonal communication skills
• Ability to manage time effectively, set priorities effectively, and meet deadlines
• Advanced knowledge of Microsoft Office products (Excel, PowerPoint, Word)
• Demonstrated ability to meet performance goals, including accuracy and productivity
• Ability to take initiative and be self-motivated while exercising proactivity in problem-solving and appropriate decision-making
• Ability to work independently with minimal supervision
• 5+ years’ employee benefits paralegal or similar job experience required
• 5+ years’ experience in Health and Welfare benefit consulting in ERISA & Non-ERISA plans
• 5+ years’ experience in client management in self-funding document creation and management
• Associate degree required; Bachelor’s degree preferred or equivalent job experience

Nice To Haves

• Phia Group’s PDM online portal document management experience or similar use of a portal for document creation and management
• Prior lead or management experience in plan document drafting and management

Responsibilities

• Manage the Plan Documents team’s workload and task assignments to support coordination and completion (drafting) of Centivo’s SBC’s, SPD’s, SOB’s
• Identify workflow process improvements, working with the management team to implement changes and/or create policy and procedures
• Train new hires in the functionality of PDM, including teaching the mechanics of how it works, utilizing the checklist, and creating and maintaining document management
• Attend meetings and collaborate with other departments as needed for representation of the Plan Documents team
• Assist in client implementation and client plan changes, defining clients' benefits and structure for document preparation and required plan document creation
• Manage benefit plan documentation processes
• Conduct and manage complete, section-by-section review of prospective conversion plan documents, including Summary Plan Descriptions (SPD), Summary of Material Modification (SMM), plan amendments, and Summary of Benefits and Coverage (SBC)
• Verify eligibility status and requirements from the plan to be included in the documents
• Draft, finalize, and maintain benefit plan documents (SBCs, SPDs, SMMs)
• Identify missing items needed for document preparation
• Submit finalized plan documents and any changes to stop loss carriers
• Determine changes to plan documents to ensure accuracy, seamless coverage, and necessary updates
• Support client communications, including introductory calls
• Supply team members with information and reference documents on compliance and regulatory changes
• Stay current on requirements under ERISA, PPACA, and other related laws/regulations as they relate to plan benefits
• Elevate client issues and concerns to appropriate leadership or Client Success team members
• Perform other miscellaneous projects, assignments, and duties as assigned

Benefits

• affordable, high-quality healthcare

What This Job Offers

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