ERISA Plan Documents Specialist

Health Plan; Northern (KY); Hybrid; USD 38,000 - 52,000; Full time

Job summary

Health Plan is seeking a Document Coordinator to manage SPD development and related documents for self-funded and fully insured clients. The role emphasizes accuracy, regulatory awareness (ERISA/ACA), and collaboration with compliance and sales teams.

Responsibilities include amendments, EOC development, SB&C maintenance, and preparing pricing and renewal proposals. Strong Word/Acrobat skills and detail orientation are required.

Qualifications

• High School Diploma or GED required.
• Associate degree or comparable work experience preferred.
• Experience with document development and maintenance is a plus.
• Strong Word and Acrobat skills are essential.
• Willingness to learn new programs as needed.

Responsibilities

• Develop and maintain Summary Plan Documents (SPDs) for self-funded clients.
• Create amendments and restatements when revisions are needed.
• Interact with state insurance departments for product form filings via SERFF.
• Develop Evidence of Coverage and SB&C per ACA guidelines.
• Maintain benefit plan grids and administrative service agreements.
• Assist in pricing proposals and updating quotes.
• Support compliance audits with documentation.

Skills

Organizational skills

Interpersonal skills

Attention to detail

Ability to work independently

Adaptability

Time management

Verbal communication

Education

High School Diploma or GED

Associate Degree or comparable experience

Tools

Microsoft Word

Adobe Acrobat

Job description

Health Plan is seeking a Document Coordinator to manage SPD development and related documents for self-funded and fully insured clients. The role emphasizes accuracy, regulatory awareness (ERISA/ACA), and collaboration with compliance and sales teams.

Responsibilities include amendments, EOC development, SB&C maintenance, and preparing pricing and renewal proposals. Strong Word/Acrobat skills and detail orientation are required.