Sr. Plan Document Specialist

Imagine360, LLC; United States; Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health plan options

Company-paid premiums for disability &

Parental Leave Policy

PTO and holidays

Tuition reimbursement

401k company contributions

Professional development

Diversity & inclusion initiatives

Job summary

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

This role collaborates with Account Management, Legal, Compliance, Operations, Sales, and clients in a fast-paced environment. Strong attention to detail and document QA are essential.

Qualifications

• Minimum five (5) years drafting employee benefit plan documents and SPDs.
• Strong knowledge of self-funded plans and TPA operations preferred.
• Excellent command of ERISA, ACA, HIPAA, COBRA and related regulations.
• Ability to translate benefit designs into compliant documents.
• Advanced Microsoft Word skills for complex editing and formatting.
• Proficiency in Microsoft Excel for tracking and reporting.

Responsibilities

• Draft, review, revise, and maintain plan documents, SPDs, amendments, summaries of modifications, and related materials.
• Ensure documents reflect client benefit designs and regulatory compliance.
• Perform detailed QA reviews prior to distribution.
• Collaborate with multiple internal teams to gather plan information and meet deadlines.
• Serve as SME on plan language, regulations, and best practices.
• Monitor regulatory changes and update templates and processes accordingly.
• Develop and improve document templates, workflows, and procedures.
• Maintain organized document management with version control.
• Identify process improvements to reduce errors and increase efficiency.
• Support audits, projects, and continuous improvement initiatives.
• Mentor junior team members and share knowledge.
• Provide exceptional customer service and maintain confidentiality.
• Manage multiple priorities and deadlines in a fast-paced environment.
• Uphold strict confidentiality of client, member, and company information.
• Other duties as assigned.

Skills

Plan documents

SPDs

ERISA

ACA

HIPAA

COBRA

Self-funded plans

MS Word

Excel

Quality assurance

Regulatory compliance

Documentation standards

Attention to detail

Education

Bachelor's degree

Job description

Imagine360 is seeking a Sr. Plan Document Specialist to join the team! The Sr. Plan Document Specialist is responsible for drafting, reviewing, auditing, and maintaining employee benefit plan documents and Summary Plan Descriptions (SPDs) for self-funded health plans while ensuring compliance with ERISA, ACA, HIPAA, COBRA, and other applicable federal regulations.

The Senior Plan Document Specialist serves as a subject matter expert and works closely with Account Management, Legal, Compliance, Operations, Sales, and clients to deliver accurate, compliant, and timely plan documents. This individual thrives in a fast-paced, high-volume environment, possesses exceptional attention to detail, and consistently delivers high-quality work while managing multiple priorities.

Position Location:

100% remote

Responsibilities include but are not limited to:

• Draft, review, revise, and maintain employee benefit plan documents, Summary Plan Descriptions (SPDs), amendments, summaries of material modifications, and other plan-related documents for self-funded health plans.
• Ensure all plan documents accurately reflect client benefit designs and comply with applicable federal regulations, including ERISA, ACA, HIPAA, COBRA, MHPAEA, and other governing laws.
• Perform detailed quality assurance reviews to ensure accuracy, consistency, and compliance prior to document distribution.
• Partner with Account Management, Sales, Implementation, Operations, Compliance, Legal, and other internal stakeholders to gather plan information, clarify requirements, and ensure timely completion of plan documents.
• Serve as a subject matter expert on plan document language, regulatory requirements, and document best practices, providing guidance to internal teams and supporting client discussions as needed.
• Monitor regulatory changes affecting employee benefit plans and incorporate required updates into plan documents, templates, and drafting processes.
• Develop, maintain, and improve standard document templates, workflows, and operating procedures to enhance efficiency, consistency, and quality.
• Maintain organized document management practices, including version control and accurate recordkeeping.
• Identify opportunities to improve processes, reduce errors, and increase operational efficiency within the Plan Document department.
• Support departmental projects, audits, committee participation, and continuous improvement initiatives.
• Mentor and provide guidance to junior team members by sharing technical knowledge and best practices.
• Deliver exceptional internal and external customer service through timely communication, responsiveness, and a commitment to quality.
• Effectively manage multiple priorities and deadlines while maintaining exceptional attention to detail in a fast-paced, high-volume environment.
• Maintain the highest level of confidentiality when handling client, member, and proprietary company information.
• Other duties as assigned.

Education:

• High School Diploma or equivalent required.
• Bachelor's degree preferred or an equivalent combination of education and experience.

Required Experience:

• Minimum of five (5) years of experience drafting employee benefit plan documents and Summary Plan Descriptions (SPDs).
• Strong working knowledge of self-funded employee benefit plans and Third-Party Administration (TPA) operations preferred.
• Comprehensive knowledge of ERISA, ACA, HIPAA, COBRA, and other applicable employee benefits regulations.
• Experience interpreting plan language and translating benefit designs into compliant plan documents.
• Advanced proficiency in Microsoft Word, including formatting, styles, templates, document comparisons, and complex editing.
• Proficiency in Microsoft Excel for tracking, reporting, and document management.

Skills and Abilities:

• Exceptional attention to detail with a commitment to producing highly accurate work.
• Strong organizational and time management skills with the ability to effectively manage competing priorities.
• Demonstrated ability to thrive in a fast-paced, high-volume environment while consistently meeting deadlines.
• Excellent written and verbal communication skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently while collaborating effectively across multiple departments.
• Demonstrated ability to maintain confidentiality and exercise sound judgment.
• Strong customer service orientation and relationship management skills.
• Continuous improvement mindset with the ability to identify efficiencies and improve processes.

What can Imagine360 offer you?

• Multiple Health plan options
• Company paid employee premiums for disability and life insurance
• Parental Leave Policy
• 20 days PTO to start / 10 Paid Holidays
• Tuition reimbursement
• 401k Company contribution
• Company paid Short & Long term Disability plus Life Insurance
• Professional development initiatives / continuous learning opportunities
• Opportunities to participate in and support the company's diversity and inclusion initiatives

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Imagine360 is a health plan solution company that combines 50+ years of self-funding healthcare expertise. Over the years, we've helped thousands of employers save billions on healthcare. Our breakthrough total health plan solution is fixing today's one-size-fits-none PPO insurance problems with powerful, customized, member-focused solutions.

Imagine360 is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.