PLAN DOCUMENT SPECIALIST

Position Overview:

This position is responsible for maintaining, creating, updating and coordinating all plan document related functions. This includes but is not limited to ERISA plans, non-ERISA plans, Grandfathered and non-Grandfathered medical plans, dental plans, vision plans and HRA/HSA plans. Works under minimal direction with extensive latitude for the use of initiative and independent judgment. Reports to the Director of Implementation.

Key Responsibilities:

Create all new medical, dental, and vision plan documents. Works with the Director of Implementation to utilize Phia's document tools. Create plan document amendments for plan changes when needed. Maintain plan document tool and templates. Responsible for staying up to date on regulation changes affecting all self-funded plans as it pertains to the plan document. Work with Account Management, Implementation, and Renewal teams on updating plan documents for new clients and current clients. Create, update and maintain SBCs for new clients as well as current clients at renewal. Create, update and maintain faxback document for new clients as well as current clients at renewal. Submit Plan Document to Plan Building department and respond to questions. Submit documents to internal departments for publication to portals and provider fax systems. Attend training sessions both internally and externally to enhance knowledge of plan document compliance. Perform other duties as assigned by the Director of Implementation.

Qualifications:

High school diploma or equivalent with some college or related experience. Experience and education may be substituted for one another. At least two years of self-funded health insurance-related experience. Experience with Phia Plan Documents preferred Knowledge, Skills, and Abilities Knowledge of creating and maintaining Self-Funded Plan Documents and SBCs Knowledge of internal policies and procedures. Ability to interpret plan documents and amendments. Ability to adapt to a constantly changing environment. Ability to multi-task. Ability to accurately compile data and perform detailed work. Employee benefits experience required. TPA experience preferred. Must have exceptional interpersonal and written communication skills. Must have a passion for customer service. Must have exceptional documentation and organization skills. Must be able to work independently Must possess a team player mentality with focus on collaboration skills. General knowledge of business correspondence, filing, and general office procedures. Skill using Microsoft Word, Excel and Access. Skill in critical thinking. Ability to meet deadlines Ability to maintain regular attendance Ability to maintain confidentiality of material and information Ability to maintain professional appearance and demeanor Ability to work as a member of a team and with other departments. Work Environment / Physical Requirements Prolonged periods sitting at a desk and working on a computer. Must be able to lift to 15 pounds at times.