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Plan Document Specialist at MotivHealth in Remote
Skills
Job Description
The Plan Document Specialist plays a key role in shaping and maintaining the foundation of our health plans. In this role, you’ll develop and update important plan documents, including Summary Plan Descriptions (SPDs), Certificates of Coverage (COC), Summaries of Benefits and Coverage (SBC), and related materials, ensuring they are accurate, compliant, and tailored to each client’s unique plan design. You’ll help translate complex legal and regulatory requirements into clear, well-structured documentation, while staying current with evolving healthcare laws and standards. This position is ideal for someone who enjoys detail-oriented work, regulatory alignment, and making a meaningful impact behind the scenes of healthcare benefits.
This is a remote role open to candidates residing in Utah, Texas, Arizona, Idaho or Colorado.
HOW YOU’LL MAKE AN IMPACT:
Plan Document Development
Draft and revise Plan Documents and other required compliance materials.
Customize templates to reflect client-specific plan designs, eligibility rules, benefits, exclusions, and funding arrangements.
Ensure consistency between plan documents, third-party contracts, and proposals.
Maintain version control and assist with distribution of updated documents to clients and internal teams.
Regulatory Compliance
- Monitor and interpret federal regulations (ERISA, ACA, HIPAA, COBRA, MHPAEA, etc.) that affect group health plans.
- Incorporate required legal changes and guidance from the DOL, HHS, and IRS into plan documents.
Internal Staff Support
Work with compliance, Implementation, and account managers to review and finalize documentation.
Assist internal staff with understanding plan document terms, including clarifying provisions related to eligibility, coverage, and coordination of benefits.
Provide support during audits or legal reviews by supplying plan documentation and summaries as needed.
Tools and Systems
Use document automation platforms or templates (e.g., Word-based macro templates or proprietary systems).
Track document creation, review, approval, and delivery using workflow management systems.
WHAT YOU BRING:
Bachelor’s degree in health policy, business, legal studies, or related field - or equivalent professional experience.
2+ years working with plan documents in a health benefits or insurance environment, preferably for a TPA or health plan administrator.
Deep familiarity with ERISA-governed health plans, self-funded plans, and wrap document structures.
Understanding of ACA requirements, HIPAA Privacy & Security, COBRA, and other federal health benefit mandates.
HOW WE SUPPORT YOU:
- 5% annual bonus based on company profitability
- Affordable health, vision, and dental insurance for you and your family
- Company contributes up to $2,300 to Health Savings Account annually
- Wellness program that contributes additional money towards your HSA
- Automatic 3% contribution into retirement plan
- Career development and growth opportunities
- Flexible Time Off & 10 paid holidays per year
MotivHealth is a dynamic and mission-driven health insurance company dedicated to disrupting the status quo by making healthcare simpler and more affordable for our members. We believe in empowering our members to take control of their health and financial well-being. Our innovative approach requires a team of passionate, talented individuals who aren't afraid to challenge conventional thinking and build solutions that truly make a difference. If you're looking to contribute your skills to a company that values innovation and positive impact, MotivHealth is the place for you.