Plan Documents Specialist Jr.

The Plan Documents Specialist, Jr. will support client onboarding by preparing and managing benefit plan documentation, including Summary of Material Modification, plan amendments, and Summary of Benefits and Coverage. This role involves conducting section-by-section reviews of plan documents, drafting and finalizing standard benefit plan documents, and assisting in the creation of Summary Plan Descriptions. Responsibilities also include identifying missing information for document preparation, submitting finalized documents to relevant parties, ensuring accuracy and seamless coverage through necessary updates, and managing a portfolio of mid-market accounts or assigned projects. The specialist will stay current on relevant laws and regulations, escalate client issues as needed, and may assist in training junior team members and supporting client communications.