Full-Time

Employee Benefits Document Manager

Posted on 6/27/2024

Centivo

Centivo

201-500 employees

Affordable health insurance with primary care focus

Financial Services
Healthcare

Compensation Overview

$66k - $88kAnnually

+ Bonus + Health Benefits + PTO + Equity Option Grants

Junior, Mid, Senior

Remote in USA

Category
Legal
Risk & Compliance
Legal & Compliance
Required Skills
Communications
Management
Requirements
  • 3+ years of employee benefits paralegal or similar job experience required (Junior)
  • 3+ years of experience in Health and Welfare benefit consulting in ERISA & Non-ERISA plans (Junior)
  • 3+ years of experience in client management in self-funding document creation and management (Junior)
  • Associate’s degree required; Bachelor’s degree preferred or equivalent job experience required (Junior)
  • A paralegal or related degree a plus (Junior)
  • 5+ years of employee benefits paralegal or similar job experience required (Senior)
  • 5+ years of experience in Health and Welfare benefit consulting in ERISA & Non-ERISA plans (Senior)
  • 5+ years of experience in client management in self-funding document creation and management (Senior)
  • Bachelor’s degree required; paralegal or related degree preferred (Senior)
  • Certifications in Compliance/Insurance is a plus (Senior)
  • Demonstrated abilities with process development and improvement as well as change management (Sr. level)
  • Strong organizational and multi-tasking skills, attention to detail
  • Excellent written, verbal, and interpersonal communication skills; including ability to identify and communicate clearly on inconsistencies and issues found during drafting process
  • Ability to manage time effectively, set priorities effectively, and meet deadlines
  • Advanced knowledge of Microsoft Office products (Excel, Power Point, Word)
  • Demonstrated ability to meet performance goals, including accuracy and productivity
  • Ability to take initiative and be self-motivated while exercising proactivity and creativity in problem solving and appropriate decision-making
  • Display, at minimum, intermediary level of understanding on compliance principles as it applies to document drafting and client communication
  • Prior experience working on, at minimum, intermediary-level of complexity SPDs, amendments, and/or SMMs
  • Team player and willingness to take instruction when necessary
  • Must be able to adapt, be flexible, and have the ability to function efficiently during fast-paced work environment
  • Have passion and drive in delivering quality documents
  • Must have strong research and proofreading skills
  • Must have ability to collaborate with both internal and external parties for issue resolution
  • Ability to work independently with minimal supervision
  • Typing speed of at least 60-70 WPM
Responsibilities
  • Assisting in client implementation and client plan changes, defining clients benefits and structure for document preparation/completion for required plan document creation (Junior)
  • Managing benefit plan documentation processes including: (Junior)
  • Conducting and managing a complete, section-by-section review of prospective conversion plan documents, including, but not limited to, Summary of Material Modification (SMM), plan amendments, and Summary of Benefits and Coverage (SBC). (Junior)
  • Conducting and managing a complete, section-by-section review of prospective conversion plan documents for Summary Plan Descriptions (SPD) with some feedback/assistance from Senior and/or Lead, if needed. (Junior)
  • Drafting, finalizing, and maintenance of standard benefit plan documents (i.e. SBCs, simple to intermediate level plan amendments) by identifying/understanding change requests and their requirements. Must have ability to identify more complex tasks and request assistance from Senior and/or Lead EBDMs when needed. (Junior)
  • Drafting of standard SPDs (or those that require minimal customization) with some assistance from Senior and/or Lead EBDM. Must have ability to work with and take instruction from Senior and/or Lead EBDM in order to complete SPDs that may become more involved during process. (Junior)
  • Identifying missing items needed for document preparation (Junior)
  • Submitting finalized plan documents and any changes to stop loss carriers or Stop Loss team as well as PDM vendor (Junior)
  • Determining changes to plan documents to ensure accuracy, seamless coverage, and any additional updates as necessary (Junior)
  • Managing and maintaining book of business relating to Mid-Market accounts and/or assigned projects at direction of Lead EBDM (Junior)
  • Stay current on requirements under ERISA, PPACA and other related laws/regulations as it relates to plan benefits (Junior)
  • Elevating client issues and concerns to appropriate to leadership and or Client Success team members when necessary (Junior)
  • May assist in training process of Analyst team members at the direction of Lead EBDM (Junior)
  • Performing other miscellaneous projects, assignments, and duties as assigned (Junior)
  • Assisting in client implementation and client plan changes, defining clients benefits and structure for document preparation/completion for required plan document creation (Senior)
  • Managing benefit plan documentation processes including: (Senior)
  • Conducting and managing 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). (Senior)
  • Verifying eligibility status and requirements for the plan to be included in the documents (Senior)
  • Drafting, finalizing, and maintenance of non-standard or moderate to complex benefit plan documents (i.e. SBCs, SPDs, SMMs) with little to no assistance from Lead (Senior)
  • Identifying missing items needed for document preparation (Senior)
  • Submitting finalized plan documents and any changes to stop loss carriers or Stop Loss team as well as PDM vendor (Senior)
  • Determining changes to plan documents to ensure accuracy, seamless coverage, and any additional updates as necessary (Senior)
  • Supporting client communications, including, but not limited to, introductory calls (Senior)
  • Assisting Junior Members with more complex drafting requests (Senior)
  • Managing and maintaining book of business relating to Enterprise or Strategic accounts, but not limited to, and/or assigned projects at direction of Lead EBDM. (Senior)
  • Stay current on requirements under ERISA, PPACA and other related laws/regulations as it relates to plan benefits (Senior)
  • Elevating client issues and concerns to appropriate leadership and or Client Success team members when necessary (Senior)
  • Identifying workflow process improvements, working with management team to implement changes (Senior)
  • Assisting with client/internal departments on inquiries such as those escalated due to SPD language concerns, compliance issues, or customization requests with assistance from Lead EBDM when needed (Senior)
  • May assist with PDM vendor contact including discussions pertaining to federal/state mandates, governmental changes, or customized requests along with Lead EBDM (Senior)
  • Assist in training process of Analyst, Junior, or newly hired Senior members at direction of Lead (Senior)
  • Performing other miscellaneous projects, assignments, and duties as assigned (Senior)

Centivo provides health insurance focused on making healthcare affordable and accessible. The company operates by offering free primary care, no deductibles, and low, predictable copays, which helps keep members healthier and reduces the need for hospital visits. Centivo generates revenue by charging employers for health plans provided to their employees, which leads to lower medical costs and increased usage of the plans. A key feature of Centivo's service is its integrated virtual care, allowing members to access healthcare conveniently. The company emphasizes quality by curating providers based on strict price and quality standards, particularly in primary care, and has been recognized for its commitment to lowering costs.

Company Stage

Late Stage VC

Total Funding

$183.7M

Headquarters

Buffalo, New York

Founded

2017

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

-3%

2 year growth

-3%
Simplify Jobs

Simplify's Take

What believers are saying

  • Centivo raised $75M to expand affordable health plans amid rising U.S. healthcare costs.
  • Acquisition of Eden Health enhances Centivo's virtual care and mental health services.
  • Growing trend of virtual care aligns with Centivo's integrated virtual care service.

What critics are saying

  • Integration challenges with Eden Health may disrupt service delivery if not managed well.
  • Chronic shortages in primary care access could impact Centivo's care delivery model.
  • Increased competition from AI-driven startups may challenge Centivo's market position.

What makes Centivo unique

  • Centivo emphasizes primary care partnerships to coordinate healthcare needs effectively.
  • The company offers free primary care, no deductibles, and low, predictable copays.
  • Centivo integrates virtual care and mental health services for comprehensive healthcare solutions.

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Benefits

Insurance: Medical, dental, vision, life & diability

401k plan

Access to a health savings account

Commuting and dependent care FSA

Competitive salary, bonus, & equity

INACTIVE