PLAN DOCUMENT SPECIALIST

## Description

**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
**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.