Plan Document Specialist Jr.

Added
less than a minute ago
Type
Full time
Salary
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Related skills

excel microsoft office powerpoint document management word

๐Ÿ“‹ Description

  • Assist in client implementation and plan changes for document prep.
  • Manage benefit plan documentation processes and reviews (SMM, SBC, SPD).
  • Review prospective conversion plan documents and SPDs for accuracy.
  • Draft, finalize, and maintain standard plan documents (SBCs, amendments).
  • Stay current on ERISA, PPACA, COBRA, HIPAA, ACA requirements.
  • Support client communications and cross-functional collaboration.

๐ŸŽฏ Requirements

  • 1-3 years employee benefits paralegal or similar experience.
  • 1-3 years Health and Welfare benefit consulting in ERISA & Non-ERISA.
  • 3 years client management in self-funding document creation and management.
  • Bachelorโ€™s degree or equivalent; paralegal degree preferred.
  • PDM portal doc management experience or SBC templates is a plus.
  • Proficiency in Microsoft Office (Excel, PowerPoint, Word) and 60-70 WPM typing.

๐ŸŽ Benefits

  • Remote work from home.
  • Collaborative cross-functional team.
  • Growth and development opportunities.
  • Meaningful work improving healthcare access.
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