Plan Documents Manager

Job Summary

To support the Operations team, the full-time remote Plan Documents Manager will manage the workload of the Plan Documents team, oversee document preparation for employer-sponsored welfare benefit plans, and facilitate client onboarding while ensuring compliance with relevant federal laws.

Key responsibilities:

• Manage the team's workload and task assignments to ensure timely completion of plan documents
• Identify and implement workflow process improvements in collaboration with management
• Train new hires on document management processes and compliance requirements

Required qualifications:

• 5+ years of experience in employee benefits paralegal work or a similar role
• 5+ years of experience in Health and Welfare benefit consulting related to ERISA and Non-ERISA plans
• 5+ years of client management experience in self-funding document creation and management
• Associate degree required; Bachelor's degree preferred or equivalent experience
• Advanced knowledge of Microsoft Office products (Excel, PowerPoint, Word)