PLAN DOCUMENT SPECIALIST

Position Overview: This position is responsible for maintaining, creating, updating and coordinating all plan document related functions. This includes but is not limited to ERISA plans, non-ERISA plans, Grandfathered and non-Grandfathered medical plans, dental plans, vision plans and HRA/HSA plans. Works under minimal direction with extensive latitude for the use of initiative and independent judgment. Reports to the Director of Implementation.

Key Responsibilities:

• Create all new medical, dental, and vision plan documents.
• Works with the Director of Implementation to utilize Phia’s document tools.
• Create plan document amendments for plan changes when needed.
• Maintain plan document tool and templates.
• Responsible for staying up to date on regulation changes affecting all self-funded plans as it pertains to the plan document.
• Work with Account Management, Implementation, and Renewal teams on updating plan documents for new clients and current clients.
• Create, update and maintain SBCs for new clients as well as current clients at renewal.
• Create, update and maintain faxback document for new clients as well as current clients at renewal.
• Submit Plan Document to Plan Building department and respond to questions.
• Submit documents to internal departments for publication to portals and provider fax systems.
• Attend training sessions both internally and externally to enhance knowledge of plan document compliance.
• Perform other duties as assigned by the Director of Implementation.