Centivo · 19 hours ago
Senior Plan Documents Specialist
United States
Full-time
Remote
Mid, Senior Level
$75K/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. They are hiring a Senior Plan Documents Specialist to work cross-functionally with various teams to ensure best-in-class output and client satisfaction, focusing on document preparation and compliance with federal laws.
Health CareInformation TechnologyMedical
Responsibilities
Verify eligibility status and plan requirements to ensure accurate inclusion in plan documents
Draft, finalize, and maintain non-standard or moderately complex benefit plan documents (including SBCs, SPDs, and SMMs) by identifying and understanding change requests and their requirements, with little to no assistance from the Plan Documents Manager
Assist with client and internal department inquiries escalated due to SBC and SPD language concerns, compliance issues, or customization requests, with support from the Plan Documents Manager when needed
May assist with PDM vendor communications, including discussions related to federal/state mandates, governmental changes, or customized requests, in collaboration with the Plan Documents Manager
Support client communications, including—but not limited to—introductory client calls
Manage and maintain a book of business related to Mid-Market, Enterprise, or Strategic accounts, and/or assigned projects as directed by the Plan Documents Manager
Assist Junior team members with more complex drafting requests
Support the training of Analysts, Junior team members, or newly hired Senior team members at the direction of the Plan Documents Manager
Qualification
Required
Strong organizational and multi-tasking skills with exceptional attention to detail
Ability to manage time effectively, set priorities appropriately, and meet deadlines
Demonstrated ability to meet performance goals, including accuracy and productivity
Ability to work independently with minimal supervision
Typing speed of 60–70 WPM
3–5 years of employee benefits paralegal or similar professional experience required
3–5 years of experience in Health and Welfare benefits consulting with ERISA and Non-ERISA plans
3–5 years of experience in client management related to self-funded plan document creation and management
Must have exposure to plan/policy documents, including amendments and SMMs, in prior work environments
Preferred
Bachelor's degree or equivalent job experience
Paralegal or related degree
Experience using Phia Group's PDM online portal or similar document management platforms
Experience working with DOL Summary of Benefits and Coverage (SBC) templates and the SBC Coverage Examples Calculator
Exposure to plan/policy documents, including amendments and SMMs, in prior work environments
Compliance or insurance-related certifications
Claims litigation experience and/or insurance-related designations
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
Company data provided by crunchbase