Plan Document Specialist
Job Summary
To support a growing client base, the full-time salaried Plan Document Specialist will prepare and amend plan documents and summary descriptions for various benefit plans while ensuring compliance with applicable laws, all in a 100% remote environment.
Key responsibilities:
- Drafts, restates, and amends plan documents for existing and new clients, ensuring compliance with state and federal regulations
- Communicates with clients and brokers to expedite the amendment and creation of plan documents, coordinating with internal teams as necessary
- Maintains an electronic Plan Document Directory and organizes conference calls to prioritize deadlines and escalate issues appropriately
Required qualifications:
- High School Diploma or equivalent; some college preferred
- 4+ years of legal compliance experience or related work experience
- Working knowledge of benefit and insurance regulations and laws
- Proficiency in Microsoft Office and other relevant software
- Experience with the Relius Document System is a plus
Complete Job Description
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