{"schemaVersion":"jobsearcher.job.v1","id":"e7d3b11ebf5f2f4b3e404f6d","url":"https://jobsearcher.com/jobs/e7d3b11ebf5f2f4b3e404f6d","canonicalUrl":"https://jobsearcher.com/jobs/e7d3b11ebf5f2f4b3e404f6d","title":"PLAN DOCUMENT SPECIALIST","description":"Position Overview: This position is responsible for maintaining, creating, updating and coordinating all plan document related functions. This includes but is not limited to ERISA plans, non-ERISA plans, Grandfathered and non-Grandfathered medical plans, dental plans, vision plans and HRA/HSA plans. Works under minimal direction with extensive latitude for the use of initiative and independent judgment. Reports to the Director of Implementation.\nKey Responsibilities:\nCreate all new medical, dental, and vision plan documents.\nWorks with the Director of Implementation to utilize Phia’s document tools.\nCreate plan document amendments for plan changes when needed.\nMaintain plan document tool and templates.\nResponsible for staying up to date on regulation changes affecting all self-funded plans as it pertains to the plan document.\nWork with Account Management, Implementation, and Renewal teams on updating plan documents for new clients and current clients.\nCreate, update and maintain SBCs for new clients as well as current clients at renewal.\nCreate, update and maintain faxback document for new clients as well as current clients at renewal.\nSubmit Plan Document to Plan Building department and respond to questions.\nSubmit documents to internal departments for publication to portals and provider fax systems.\nAttend training sessions both internally and externally to enhance knowledge of plan document compliance.\nPerform other duties as assigned by the Director of Implementation.\nQualifications:\nHigh school diploma or equivalent with some college or related experience. Experience and education may be substituted for one another.\nAt least two years of self-funded health insurance-related experience.\nExperience with Phia Plan Documents preferred\nKnowledge, Skills, and Abilities\nKnowledge of creating and maintaining Self-Funded Plan Documents and SBCs\nKnowledge of internal policies and procedures.\nAbility to interpret plan documents and amendments.\nAbility to adapt to a constantly changing environment.\nAbility to multi-task.\nAbility to accurately compile data and perform detailed work.\nEmployee benefits experience required. TPA experience preferred.\nMust have exceptional interpersonal and written communication skills.\nMust have a passion for customer service.\nMust have exceptional documentation and organization skills.\nMust be able to work independently\nMust possess a team player mentality with focus on collaboration skills.\nGeneral knowledge of business correspondence, filing, and general office procedures.\nSkill using Microsoft Word, Excel and Access.\nSkill in critical thinking.\nAbility to meet deadlines\nAbility to maintain regular attendance\nAbility to maintain confidentiality of material and information\nAbility to maintain professional appearance and demeanor\nAbility to work as a member of a team and with other departments.\nWork Environment / Physical Requirements\nProlonged periods sitting at a desk and working on a computer.\nMust be able to lift to 15 pounds at times.","company":"Bcl","rawCompany":"bcl","city":"Austin","state":"TX","isRemote":false,"isActive":false,"createdAt":"2026-08-07T10:59:16.126Z","occupations":[{"code":"15-1299.03","title":"Document Management Specialists","slug":"document-management-specialists"},{"code":"43-9041.00","title":"Insurance Claims and Policy Processing Clerks","slug":"insurance-claims-and-policy-processing-clerks"},{"code":"43-6013.00","title":"Medical Secretaries and Administrative Assistants","slug":"medical-secretaries-and-administrative-assistants"}],"industries":[{"code":"621111","title":"Offices of Physicians (except Mental Health Specialists)","slug":"offices-of-physicians-except-mental-health-specialists"},{"code":"524114","title":"Direct Health and Medical Insurance Carriers","slug":"direct-health-and-medical-insurance-carriers"},{"code":"524292","title":"Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds","slug":"pharmacy-benefit-management-and-other-third-party-administration-of-insurance-and-pension-funds"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"PLAN DOCUMENT SPECIALIST","description":"Position Overview: This position is responsible for maintaining, creating, updating and coordinating all plan document related functions. This includes but is not limited to ERISA plans, non-ERISA plans, Grandfathered and non-Grandfathered medical plans, dental plans, vision plans and HRA/HSA plans. Works under minimal direction with extensive latitude for the use of initiative and independent judgment. Reports to the Director of Implementation.\nKey Responsibilities:\nCreate all new medical, dental, and vision plan documents.\nWorks with the Director of Implementation to utilize Phia’s document tools.\nCreate plan document amendments for plan changes when needed.\nMaintain plan document tool and templates.\nResponsible for staying up to date on regulation changes affecting all self-funded plans as it pertains to the plan document.\nWork with Account Management, Implementation, and Renewal teams on updating plan documents for new clients and current clients.\nCreate, update and maintain SBCs for new clients as well as current clients at renewal.\nCreate, update and maintain faxback document for new clients as well as current clients at renewal.\nSubmit Plan Document to Plan Building department and respond to questions.\nSubmit documents to internal departments for publication to portals and provider fax systems.\nAttend training sessions both internally and externally to enhance knowledge of plan document compliance.\nPerform other duties as assigned by the Director of Implementation.\nQualifications:\nHigh school diploma or equivalent with some college or related experience. Experience and education may be substituted for one another.\nAt least two years of self-funded health insurance-related experience.\nExperience with Phia Plan Documents preferred\nKnowledge, Skills, and Abilities\nKnowledge of creating and maintaining Self-Funded Plan Documents and SBCs\nKnowledge of internal policies and procedures.\nAbility to interpret plan documents and amendments.\nAbility to adapt to a constantly changing environment.\nAbility to multi-task.\nAbility to accurately compile data and perform detailed work.\nEmployee benefits experience required. TPA experience preferred.\nMust have exceptional interpersonal and written communication skills.\nMust have a passion for customer service.\nMust have exceptional documentation and organization skills.\nMust be able to work independently\nMust possess a team player mentality with focus on collaboration skills.\nGeneral knowledge of business correspondence, filing, and general office procedures.\nSkill using Microsoft Word, Excel and Access.\nSkill in critical thinking.\nAbility to meet deadlines\nAbility to maintain regular attendance\nAbility to maintain confidentiality of material and information\nAbility to maintain professional appearance and demeanor\nAbility to work as a member of a team and with other departments.\nWork Environment / Physical Requirements\nProlonged periods sitting at a desk and working on a computer.\nMust be able to lift to 15 pounds at times.","datePosted":"2026-08-07T10:59:16.126Z","dateModified":"2026-08-07T10:59:16.126Z","hiringOrganization":{"@type":"Organization","name":"Bcl","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Austin","addressRegion":"TX","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"e7d3b11ebf5f2f4b3e404f6d"},"url":"https://jobsearcher.com/jobs/e7d3b11ebf5f2f4b3e404f6d"}}