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Compliance Manager, Employee Benefit Documents



Buffalo, NY, USA
Posted on Friday, November 10, 2023

We exist for American workers and their employers -- who are the backbone of our economy. That is where Centivo comes in -- our mission is to bring affordable, high-quality healthcare to the millions of Americans who struggle to pay their healthcare bills.

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


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
Pay Transparency
To determine our range, we consider as many of the following data points as are available to us: external market salary survey data, internal data in terms of comparable roles and our budget for the position. Compensation is both an art and a science (as is negotiating a salary for a new job at a new company!), so what we have posted is our good faith estimate of what we expect to pay. We encourage candidates to apply for positions that are of interest and share their desired salary. We consider that as an additional data point, along with candidate skills and qualifications as part of our process.
Salary Range
$93,500$118,500 USD

Who we are:

Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions of working Americans who struggle to pay their medical bills. Anchored around a primary care based ACO model, Centivo saves employers 15 to 30 percent compared to traditional insurance carriers. Employees also realize significant savings through our free primary care (including virtual), predictable copay and no-deductible benefit plan design. Centivo works with employers ranging in size from 51 employees to Fortune 500 companies. For more information, visit

Headquartered in Buffalo, NY with offices in New York City and Buffalo, Centivo is backed by leading healthcare and technology investors, including a recent round of investment from Morgan Health, a business unit of JPMorgan Chase & Co.