Centivo · 1 day ago
Plan Documents Specialist, Sr.
United States
Full-time
Remote
Mid, Senior Level
$70K/yr - $85K/yr
3+ years expCentivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. The Plan Documents Specialist, Sr. will work cross-functionally to ensure best-in-class output and client satisfaction, facilitating client onboarding and managing document preparation for employer-sponsored welfare benefit plans.
Health CareInformation TechnologyMedical
Responsibilities
Verifying eligibility status and requirements for the plan to be included in the documents
Drafting, finalizing, and maintenance of non-standard or moderate to complex benefit plan documents (i.e. SBCs, SPDs, SMMs) by identifying/understanding change requests and their requirements with little to no assistance from Plan Documents Manager
Supporting client communications, including, but not limited to, introductory calls
Assisting Junior members with more complex drafting requests
Managing and maintaining a book of business relating to Mid-Market accounts, Enterprise, or Strategic accounts, but not limited to, and/or assigned projects at direction of the Plan Documents Manager
Assisting with client/internal departments on inquiries such as those escalated due to SBC and SPD language concerns, compliance issues, or customization requests with assistance from Plan Documents Manager when needed
May assist with PDM vendor contact, including discussions pertaining to federal/state mandates, governmental changes, or customized requests, along with Plan Documents Manager
Assist in training process of Analyst, Junior, or newly hired Senior members at direction of Plan Documents Manager
Qualification
Required
Strong organizational and multi-tasking skills, attention to detail
Excellent written, verbal, and interpersonal communication skills; including ability to identify and communicate clearly on inconsistencies and issues found during drafting process
Ability to manage time effectively, set priorities effectively and meet deadlines
Intermediate to 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 and creativity in problem solving and appropriate decision-making
Display, at minimum, an intermediate level of understanding for compliance principles as it applies to document drafting and client communication
Team player and willingness to take instruction when necessary
Must be able to adapt, be flexible, and have the ability to function efficiently during fast-paced work environment
Have passion and drive in delivering quality documents
Ability to work independently with minimal supervision
Typing speed of at least 60-70 WPM
3-5 years of employee benefits paralegal or similar job experience required
3-5 years of experience in Health and Welfare benefit consulting in ERISA & Non-ERISA plans
3-5 years of experience in client management in self-funding document creation and management
Must have exposure to plan/policy documents, including amendments/SMMs, in prior work environments
Preferred
Bachelor's degree or equivalent job experience required
A paralegal or related degree
Phia Group's PDM online portal document management experience or similar use of a portal for document creation and management is a plus
Worked with DOL Summary of Benefits and Coverage (SBC) templates and SBC Coverage Examples Calculator
Exposure to plan/policy documents, including amendments/SMMs, in prior work environments is a plus
Certifications in Compliance/Insurance are a plus
Claims Litigation experience and/or Insurance-related designation(s) are a plus
1-3 years of prior training experience
Company
Centivo
Centivo offers a digital health plan aimed at self-funded employers looking to provide employees with care.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$226.4MKey Investors
Morgan HealthB CapitalBain Capital Ventures
2024-09-24Series Unknown· $75M
2024-09-24Debt Financing
2022-07-19Series B· $30M
Leadership Team
Alan Cohen
Chief Product Officer & Co-Founder
Wayne Jenkin
Chief Medical Officer
Recent News
2025-08-26
2025-08-20
Company Ventures
2025-08-12
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