Plan Document Analyst

Job Summary

The Plan Document Analyst drafts, revises and maintains ERISA-compliant Plan Documents and amendments, Summary Plan Descriptions, and ACA-compliant Summaries of Benefits and Coverages as directed by the Plan Administrator, ensuring these documents are in compliance with all applicable federal laws and regulations.

Requirements

• Educational Requirement: Bachelor’s degree in Technical Writing, Business, Healthcare Management or related field. Alternatively, five (5) years' non-clerical experience with an insurance, managed care or healthcare organization.
• Experience: Minimum three (3) years' writing documentation or instructional materials experience. Minimum Three (3) Years' Analysis And/or Research Experience.
• Knowledge: In-depth knowledge of managed care, health insurance or third-party administrative services. Knowledge of products and services associated with self-funded clients preferred. Knowledge of federal and state laws and regulations impacting self-funded clients preferred.

Skills

• Project Management experience preferred.
• Collaborative Communications
• Continuous Learning
• Cross-Functional Communications
• Cross-Functional Planning
• Customer Relationship Management (CRM)
• Interpersonal Relationship Management
• Microsoft Excel
• Microsoft Word
• Oral Communications
• Problem Sensitivity
• Process Improvements
• Researching
• Service Oriented Writing
• Written Communication

Responsibilities

• Analyzes and resolves issues reported by external and internal users.
• Attends and/or facilitates new group implementation meetings to obtain detailed benefit information.
• Collaborates with Legal to resolve compliance issues.
• Captures and coordinates Plan Document language with the Benefit team for purposes of system configuration and benefit administration.
• Ensures systems configuration leadership is aware of problems and the actions taken to correct problems.
• Develops and maintains Plan Documents, amendments, Summary Plan Descriptions, and Summaries of Benefits and Coverages; ensuring that all documents are signed or approved in a timely manner by the Plan Administrator through direct contact with the Plan Administrator and coordination through the regional offices.
• Maintains electronic storage of Plan Documents and amendments for internal staff and Web-based storage for the clients.
• Provides support to the Benefit Team and internal team.
• Utilizes an internet-based Plan Document system to create the initial Plan Document template.
• Creates and maintains libraries for the purposes of custom-tailoring of each document with language specific to the plan administration, benefit plan design, and client practices.