Plan Document Specialist

Job Summary

Supporting the Document Team in a remote capacity, the Plan Document Specialist will manage the creation, maintenance, and revision of plan documentation, including Summary of Benefits & Coverage (SBC) and Summary Plan Descriptions (SPD), ensuring compliance and accuracy for both new and renewing business.

Key responsibilities

• Prepare and update medical benefit plan documents, ensuring alignment with regulatory requirements
• Track document inventory and status, monitoring timelines from intake through delivery
• Collaborate with internal stakeholders to verify document details and maintain data integrity across platforms

Required qualifications

• Bachelor's degree or equivalent work experience, preferably in a healthcare or benefits TPA setting
• 2+ years of experience in a healthcare, insurance, or plan document role
• Strong familiarity with medical and employee benefit terminology and various plan documents
• Solid working knowledge of MS Word, Excel, Outlook, and experience with SharePoint
• Willingness to work outside of regular business hours during peak periods