Under the guidance of the Manager of Employee Benefit Documents, the Employee Benefits Document Manager, will work cross functionally with the Configuration, Implementation, Client Success, and Product teams to ensure best-in-class output, client experience and satisfaction, which can include regular interaction with brokers, agents, TPAs, stop loss carriers, and other applicable vendors and clients.

The Employee Benefits Document Manager is a key member of the sales operations team, facilitating client onboarding for document preparation, client changes, document management, and other duties related to requirements for employer-sponsored welfare benefit plans under the following federal and employment laws:

• Employee Retirement Income Security Act (ERISA)
• Internal Revenue Code (Code)
• Health Insurance Patient Portability and Accountability Act (HIPAA)
• Medicare Secondary Payer Act (MSP)
• Consolidated Omnibus Budget Reconciliation Act (COBRA)
• Affordable Care Act (ACA)
• Women’s Health and Cancer Rights Act (WHCRA)

Responsibilities Include:

• Assisting in client implementation and client plan changes, defining clients benefits and structure for document preparation/completion for required plan document creation.
• Managing benefit plan documentation processes including:
  • Conducting and managing a complete, section-by-section review of prospective conversion plan documents, including, but not limited to, Summary Plan Descriptions (SPD), Summary of Material Modification (SMM), plan amendments and Summary of Benefits and Coverage (SBC).
  • Verifying eligibility status and requirements form the plan to be included in the documents
  • Drafting, finalizing, and maintenance of benefit plan documents (i.e. SBCs, SPDs, SMMs)
  • Identifying missing items needed for document preparation
  • Submitting finalized plan documents and any changes to stop loss carriers
  • Determining changes to plan documents to ensure accuracy, seamless coverage, and any additional updates as necessary
• Identifying workflow process improvements, working with management team to implement changes
• Supporting client communications, including, but not limited to, introductory calls
• Remaining current on requirements under ERISA, PPACA and other related laws/regulations as it relates to plan benefits
• Elevating client issues and concerns to appropriate to leadership and or Client Success team members when necessary
• Performing other miscellaneous projects, assignments, and duties as assigned

Qualifications:

Required Knowledge, Skills and Abilities:

• Demonstrated abilities with process development and improvement as well as change management
• Strong organizational and multi-tasking skills, attention to detail
• Excellent written, verbal, and interpersonal communication skills
• Ability to manage time effectively, set priorities effectively and meet deadlines
• Advanced knowledge of Microsoft Office products (Excel, Power Point, Word)
• Demonstrated ability to meet performance goals, including accuracy and productivity
• Ability to take initiative and be self-motivated while exercising proactivity in problem solving and appropriate decision-making
• Ability to work independently with minimal supervision

Education and Experience:

• 5+ years of employee benefits paralegal or similar job experience required
• 5+ years of experience in Health and Welfare benefit consulting in ERISA & Non-ERISA plans
• 5+ years of experience in client management in self-funding document creation and management
• Associate degree required; Bachelor degree preferred or equivalent job experience

Preferred Qualifications:

• Phia Group’s PDM online portal document management experience or similar use of a portal for document creation and management
• Worked with DOL Summary of Benefits and Coverage (SBCs) templates and SBC Coverage Examples Calculator

Work Location:

• This position is remote