Plan Document Specialist - Onsite

The Plan Document Specialist plays a key role in shaping and maintaining the foundation of our health plans. In this role, you’ll generate and update important plan documents, including Summary Plan Descriptions (SPDs), Certificates of Coverage (COC), Summaries of Benefits and Coverage (SBC), and related materials, ensuring they are accurate, compliant, and tailored to each client’s unique plan design. You’ll help translate complex legal and regulatory requirements into clear, well-structured documentation, while staying current with evolving healthcare laws and standards. This position is ideal for someone who enjoys detail-oriented work, regulatory alignment, and making a meaningful impact behind the scenes of healthcare benefits. HOW YOU’LL MAKE AN IMPACT: Plan Document Development Draft, format, and revise Plan Documents and other required compliance materials. Customize templates to reflect client-specific plan designs, eligibility rules, benefits, exclusions, and funding arrangements. Ensure consistency between plan documents, contracts, and proposals. Maintain version control and assist with distribution of updated documents to clients and internal teams. Regulatory Compliance Monitor and interpret federal regulations (ERISA, ACA, HIPAA, COBRA, MHPAEA, etc.) that affect group health plans. Internal Staff Support Work with compliance, Implementation, and account managers to review and finalize documentation. Assist internal staff with understanding plan document terms, including clarifying provisions related to eligibility and coverage. Provide support during audits or legal reviews by supplying plan documentation and summaries as needed. Tools and Systems Use document automation platforms or templates (e.g., Word-based macro templates or proprietary systems). Track document creation, review, approval, and delivery using workflow management systems. WHAT YOU BRING: Bachelor's degree in business administration, legal studies, communications, or a related field, or equivalent professional experience. 1+ year of experience in document drafting, compliance support, or a related administrative role; experience in U.S. health benefits or insurance is preferred. Exposure to U.S. regulatory frameworks governing group health plans, including ERISA plan structures. Basic understanding of U.S. federal health benefit requirements such as ACA, HIPAA, and COBRA. Proficiency in Microsoft Office Suite, with emphasis on Word and Excel, as well as Adobe Acrobat