Remote Plan Document Admin Lead - Process & Training

Imagine360; United States; On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health plan options

Disability & life insurance

Parental Leave

Paid time off

Tuition reimbursement

401k contribution

Professional development

Diversity & inclusion

Job summary

Imagine360 seeks a Plan Document Administrator, Lead to join our remote team. You will support amendments, plan documents, and summary plan descriptions, while supervising onboarding and training for new admins and coordinating team production.

A project-management approach will organize workstreams, improve processes, and maximize proactive output. You will maintain knowledge of HIPAA policies, state and federal regulations, and company procedures to ensure compliant, efficient document

Qualifications

• 3+ years of office/administrative experience or 1 year with medical/health insurance experience
• Familiarity with HIPAA procedures and policies
• Health Care Administration background a plus
• High School Diploma or GED required

Responsibilities

• Maintains knowledge of applicable state and federal laws, industry regulations, HIPAA requirements, company procedures, systems, service expectations, and interdepartmental dependencies.
• Maintains current document versions for internal systems and departments.
• Maintains organized plan document draft and final-document records to support accurate and efficient retrieval.
• Tracks open files, outstanding signatures; issues follow-up notices and communicates with clients, brokers, vendors, and internal departments to keep work progressing.
• Leads the onboarding and training of new Plan Document Administrators on company procedures, systems, documentation standards, quality expectations, and departmental workflows.
• Manages team production by coordinating assignments, monitoring workload and progress, identifying capacity or workflow constraints, and driving timely completion of deliverables.
• Creates and maintains standard operating procedures, job aids, and process documentation to promote consistency, quality, and operational continuity.
• Evaluates workflows and implements process improvements that reduce inefficiencies, strengthen quality controls, anticipate production needs, and maximize scalable, proactive output.
• Partners with Plan Document Analysts on departmental projects, research, reporting, tracking, and coordinated plan document initiatives.
• Applies project-management principles to organize multiple workstreams, establish priorities and milestones, track dependencies and deliverables, communicate status, and resolve barriers to completion.

Skills

Microsoft Office

Training & onboarding

Project management

Education

Health Care Administration

High School Diploma or GED

Job description

Imagine360 seeks a Plan Document Administrator, Lead to join our remote team. You will support amendments, plan documents, and summary plan descriptions, while supervising onboarding and training for new admins and coordinating team production.

A project-management approach will organize workstreams, improve processes, and maximize proactive output. You will maintain knowledge of HIPAA policies, state and federal regulations, and company procedures to ensure compliant, efficient document