Plan Document Specialist

Full Time
Austin, TX 78729
Posted
Job description

Company Overview

Boon-Chapman is not your average Third Party Administrator. In addition to traditional TPA services, Boon-Chapman administers business process outsourcing for insurance entities, and other services through its sister companies. With nearly 55 years in business, Boon-Chapman combines the legacy of a family-owned-and-operated company, with the energy and potential of a fast-growing enterprise of companies. A few of our benefits include:

  • Paid holidays & competitive PTO that increases with tenure
  • Full benefits package including healthcare, dental, 401(k), vision, paid STD & life
  • Casual everyday dress
  • Unlimited opportunities for growth – success is in your own hands!

Job 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 plans. Reports to the Director of Account Management.

  • Create all new medical, dental, and vision plan documents.
  • Create plan document amendments for plan changes when needed.
  • Maintain plan document tool and templates.
  • Responsible for staying up to date on regulation changes affecting all self-funded plans as it pertains to the plan document.
  • Work with Account Manager/Implementation Cooridinator on updating plan documents for new clients and current clients.
  • Create, update and maintain SBC’s for new clients as well as current clients at renewal.
  • Create update and maintain faxback document for new clients as well as current clients at renewal.
  • Create plan building tickets when documents are approved.
  • Attend training sessions both internally and externally to enhance knowledge of the plan document compliance.
  • Perform other duties as assigned by the Director of Account Management-Payer Services.


Knowledge, Skills and Abilities

  • High school diploma or equivalent with some college or related experience. Experience and education may be substituted for one another.
  • At least two years of self-funded health insurance-related experience.
  • Knowledge of internal policies and procedures.
  • Ability to interpret plan documents and amendments.
  • Ability to adapt to a constantly changing environment.
  • Ability to multi-task.
  • Ability to accurately compile data and perform detailed work.
  • Bachelor’s degree in business, communication or healthcare management preferred.
  • Employee benefits experience required. TPA experience preferred.
  • Must have exceptional interpersonal and written communication skills.
  • Must have a passion for customer service.
  • Must have exceptional documentation and organization skills.
  • Must be able to work independently
  • Must possess a team player mentality with focus on collaboration skills.
  • General knowledge of business correspondence, filing, and general office procedures.
  • Skill using Microsoft Word, Excel and Access.
  • Skill in critical thinking.
  • Ability to meet deadlines
  • Ability to maintain regular attendance
  • Ability to maintain confidentiality of material and information
  • Ability to maintain professional appearance and demeanor
  • Ability to work as a member of a team and with other departments.

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