Remote Senior Benefit Plan Document Specialist

Imagine360, LLC; United States; On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health plan options

Company paid premiums for disability &

Life Insurance

Parental Leave Policy

PTO 20 days + 10 holidays

Tuition reimbursement

401k company contribution

Professional development opportunities

Diversity & inclusion initiatives

Job summary

Imagine360, LLC is seeking a Sr. Plan Document Specialist to draft, review, and maintain employee benefit plan documents and SPDs for self-funded health plans, ensuring ERISA and related regulations.

You will work with Account Management, Legal, Compliance, Operations, Sales, and clients to deliver accurate, compliant, and timely plan documents. The Senior Specialist role requires strong attention to detail, excellent communication, and the ability to manage multiple priorities in a fast-paced

Qualifications

• Minimum of five (5) years drafting employee benefit plan documents and SPDs.
• Strong working knowledge of self-funded employee benefit plans and TPA operations preferred.
• Comprehensive knowledge of ERISA, ACA, HIPAA, COBRA, and related regulations.
• Experience interpreting plan language and translating benefit designs into compliant documents.
• Advanced proficiency in Word, including formatting, styles, templates, and document comparisons; Excel for tracking.

Responsibilities

• Draft, review, revise, and maintain employee benefit plan documents, SPDs, amendments, and related materials.
• Ensure documents reflect client benefit designs and comply with ERISA, ACA, HIPAA, COBRA, and regulatory standards.
• Perform detailed quality assurance reviews prior to document distribution.
• Collaborate with internal teams and clients to gather plan information and ensure timely completion.
• Serve as SME on plan language, regulatory requirements, and document best practices.
• Monitor regulatory changes and incorporate updates into templates and processes.
• Develop and improve document templates, workflows, and operating procedures.
• Maintain organized document management with version control and recordkeeping.
• Mentor junior team members and support continuous improvement initiatives.

Skills

Attention to detail

Organizational skills

Communication skills

Analytical thinking

Problem solving

Independent worker

Education

Bachelor's degree preferred or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

Imagine360, LLC is seeking a Sr. Plan Document Specialist to draft, review, and maintain employee benefit plan documents and SPDs for self-funded health plans, ensuring ERISA and related regulations.

You will work with Account Management, Legal, Compliance, Operations, Sales, and clients to deliver accurate, compliant, and timely plan documents. The Senior Specialist role requires strong attention to detail, excellent communication, and the ability to manage multiple priorities in a fast-paced