Plan Document Specialist

2 months ago


Nashville, United States Lucent Health Solutions LLC Full time
Job DescriptionJob DescriptionPlan Document Specialist Job Description
Nashville, TN / Hybrid


Summary: 

The Plan Document Specialist completes analysis on Summary Plan Descriptions and Summary of Benefits and Coverage for health insurance plans. The Plan Document Specialist will assist with the analysis and coordination of implementation for new regulations and legislative requirements in relation to Summary Plan Descriptions and Summary of Benefits and Coverage. 

The Plan Document Specialist provides timely creation of Plan Documents, Plan Amendments, and Summary of Benefits and Coverage for health insurance plans for internal use and submission to internal partners for distribution to clients, brokers/consultants and stop loss carriers as it relates to the client’s group health plan(s). 


Essential Duties and/or Responsibilities:

  • Analyze and interpret previous carrier’s documents to generate a customized plan document for distribution to Internal Operational Team members for release to the Client, Stop Loss Carrier, Associated Cost Containment Vendors and Utilization Management Team.
  • Identify, research, develop and amend documents to support and comply with legislative requirements, client requests, and/or industry practices. 
  • Assist in education and informational communications to internal and external clients about existing and new plan compliance requirements (annual plan notices, summary of benefits and coverage, etc.) due to existing and new legislative regulations; 
  • Work with supporting departments to resolve issues or provide required information when benefit interpretation varies; 
  • Review, develop, and update summary of benefits and coverage (SBC) to comply with legislative requirements, plan changes, and client requests. 
  • Perform other projects or tasks as required. 

Knowledge, Skills and Education Required: 

  • Five years of experience in employee benefits, document drafting, or equivalent is preferred
  • Experience with self funded insurance is a plus  
  • Comprehensive knowledge of both group health insurance and employee benefits 
  • Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations
  • Ability to organize material according to set standards regarding order, clarity, conciseness, style and terminology 
  • Effective business correspondence skills, including issuing prompt and detailed accurate follow-up 
  • Excellent interpersonal and communication skills (written and verbal) 
  • Commitment to a team-oriented office environment 
  • Proficient with systems including Microsoft Word, Outlook, Excel, Adobe Pro 4, Smartsheet, SharePoint
  • Strong client focus, and service-oriented 
  • Strong planning and organizational skills 

Attributes of a Successful Plan Document Specialist 

  • Self-managed, autonomous 
  • Detail oriented 
  • Well-organized 
  • Accountable 
  • Flexible 
  • Precise and accurate 
  • Strong communication skills 

Lucent Health is an equal opportunity employer.



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