Senior Plan Document Consultant jobs in United States
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CVS Health · 4 days ago

Senior Plan Document Consultant

CVS Health is the nation’s leading health solutions company, dedicated to transforming health care. The Senior Plan Document Consultant provides benefit plan consulting services to Plan Sponsors, ensuring accurate and timely completion of plan contracts and certificates.

Health CareMedicalPharmaceuticalRetailSales

Responsibilities

Executes both routine and non-routine business support tasks for the Benefit area under limited supervision, referring deviations from standard practices to managers
Follows area protocols, standards, and policies to provide effective and timely support
Prepares, reviews and/or edits employer certificates, contracts, and employee booklets according to pre-determined standards ensuring benefits are mapped accordingly and drafts all legislatively mandated booklets and contracts requested by plan sponsors
Communicates any required revisions and or changes to avoid unintended liability in support of the plan
Completes legislative comparisons and assists with state filing processes
Takes direction to execute techniques, processes, and responsibilities

Qualification

Benefit plan consultingLegislative comparisonsClient managementProblem solvingDecision making

Required

5+ years work experience
Working knowledge of problem solving and decision making skills
High school diploma or equivalent required

Preferred

Client facing experience, such as Account Executive/Client Management, a plus

Benefits

Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.
No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.

Company

CVS Health

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CVS Health is a health solutions company that provides an integrated healthcare services to its members.

Funding

Current Stage
Public Company
Total Funding
$4B
Key Investors
Michigan Economic Development CorporationStarboard Value
2025-08-15Post Ipo Debt· $4B
2025-07-17Grant· $1.5M
2019-11-25Post Ipo Equity

Leadership Team

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David Joyner
President and CEO
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Chandra McMahon
SVP & CISO
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Company data provided by crunchbase