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Under the guidance of the Director of Systems Configuration, the Employee Benefits Document Manager- Lead will work cross-functionally with the Configuration, Implementation, and Client Success, Product teams to ensure best-in-class output, client experience, and satisfaction, which can include regular interaction with brokers, agents, TPAs, stop loss carriers, and other applicable vendors and clients.

The Employee Benefits Document Manager Lead is a key member of the Client Delivery & Operations team, facilitating client onboarding for document preparation, client changes, document management, and other duties related to requirements for employer-sponsored welfare benefit plans under the following federal and employment laws:

• Employee Retirement Income Security Act (ERISA)
• Internal Revenue Code (Code)
• Health Insurance Patient Portability and Accountability Act (HIPAA)
• Medicare Secondary Payer Act (MSP)
• Consolidated Omnibus Budget Reconciliation Act (COBRA)
• Affordable Care Act (ACA)
• Women’s Health and Cancer Rights Act (WHCRA)

Responsibilities Include:

Lead Responsibilities Include:

• Manage EBDM teams workload and task assignments to support coordination and completion (drafting) of Centivo’s SBC’s, SPD’s, SOB’s
• Identifying workflow process improvements, working with the management team to implement changes and/or create policy and procedures
• Training new hires in the functionality of PDM and teaching the mechanics of how it works, utilizing the checklist, and creating and maintaining document management within
• Attend meetings and collaborate with other departments as needed for representation of the Employee Benefits Document Management team

EBDM Responsibilities Include:

• Assisting in client implementation and client plan changes, defining clients' benefits and structure for document preparation/completion for required plan document creation.
• Managing benefit plan documentation processes including:
• Conduct and manage a complete, section-by-section review of prospective conversion plan documents, including, but not limited to, Summary Plan Descriptions (SPD), Summary of Material Modification (SMM), plan amendments, and Summary of Benefits and Coverage (SBC).
• Verification of eligibility status and requirements from the plan to be included in the documents
• Drafting, finalizing, and maintenance of benefit plan documents (i.e., SBCs, SPDs, SMMs)
• Identify missing items needed for document preparation
• Submitting finalized plan documents and any changes to stop loss carriers
• Determining changes to plan documents to ensure accuracy, seamless coverage, and any additional updates as necessary
• Supporting client communications, including, but not limited to, introductory calls
• Supplying team members with information and reference documents on compliance and regulatory changes
• Stay current on requirements under ERISA, PPACA and other related laws/regulations as it relates to plan benefits
• Elevating client issues and concerns to appropriate leadership and/or Client Success team members
• Performing other miscellaneous projects, assignments, and duties as assigned

Qualifications:

Required Skills and Abilities:

• Demonstrated abilities with process development and improvement as well as change management
• Strong organizational and multi-tasking skills, attention to detail
• Excellent written, verbal, and interpersonal communication skills
• Ability to manage time effectively, set priorities effectively and meet deadlines
• Advanced knowledge of Microsoft Office products (Excel, PowerPoint, Word)
• Demonstrated ability to meet performance goals, including accuracy and productivity
• Ability to take initiative and be self-motivated while exercising proactivity in problem-solving and appropriate decision-making
• Ability to work independently with minimal supervision

Education and Experience:

• 10+ years’ employee benefits paralegal or similar job experience required
• 6+ years’ experience in Health and Welfare benefit consulting in ERISA & Non-ERISA plans
• 5+ years’ experience in client management in self-funding document creation and management
• Associate degree required; Bachelor degree preferred or equivalent job experience

Preferred Qualifications:

• Phia Group’s PDM online portal document management experience or similar use of a portal for document creation and management
• Prior lead or management experience in plan document drafting and management

Work Location:

• An ideal candidate would be assigned to the Buffalo, NY Office
• This position is hybrid