Centivo · 4 hours ago
Junior Plan Documents Specialist
United States
Full-time
Remote
Entry Level
$70K/yr - $75K/yr
1+ 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 Junior Plan Documents Specialist will work cross-functionally with various teams to ensure best-in-class output and client satisfaction, handling document preparation and management for employer-sponsored welfare benefit plans.
Health CareInformation TechnologyMedical
Responsibilities
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 of Material Modification (SMM), plan amendments, and Summary of Benefits and Coverage (SBC)
Conducting and managing a complete, section-by-section review of prospective conversion plan documents for a Summary Plan Description (SPD) with some feedback/assistance from Senior team member(s) and/or Plan Documents Manager, if needed
Drafting, finalizing, and maintenance of standard benefit plan documents (i.e. SBCs, standard to intermediate level plan amendments) by identifying/understanding change requests and their requirements. Must have the ability to identify more complex tasks and request assistance from Senior team member(s) and/or Plan Documents Manager when needed
Drafting standard SPDs (or those that require minimal customization) with some assistance from Senior team member(s) and/or Plan Documents Manager. Must have the ability to work with and take instruction from Senior team member(s) and/or Plan Documents Manager in order to complete SPDs that may become more involved during process
Identifying missing items needed for document preparation
Submitting finalized plan documents and any changes to stop loss carriers or Stop Loss team as well as PDM vendor
Determining changes to plan documents to ensure accuracy, seamless coverage, and any additional updates as necessary
Managing and maintaining a book of business primarily relating to Mid-Market accounts and/or assigned projects at direction of Plan Documents Manager
Stay 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
May assist in training process of Analyst and newly hired Junior team members at the direction of Plan Documents Manager
May support client communications, including, but not limited to, introductory calls with assistance/feedback from Senior team member(s) and/or Plan Documents Manager
Performing other miscellaneous projects, assignments, and duties as assigned
Qualification
Required
1-3 years of employee benefits paralegal or similar job experience required
1-3 years of experience in Health and Welfare benefit consulting in ERISA & Non-ERISA plans
3 years of experience in client management in self-funding document creation and management
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
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
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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