Personify Health

Plan Documents Specialist

Job Locations US-Remote
Job ID
2025-3957
Category
Legal
Posted Date
9 hours ago(4/25/2025 6:06 PM)
Type
Full-Time

Overview

Now is the time to join us! 

 

We’re Personify Health. We’re the first and only personalized health platform company to bring health, wellbeing, and navigation solutions together. Helping businesses optimize investments in their members while empowering people to meaningfully engage with their health. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we’re shaping a healthier, more engaged future.

Responsibilities

Who are you?

 

The Plan Document department is responsible for preparing materials, specifically the Summary Plan Description (SPD), Summary of Benefits and Coverage (SBC), and Summary of Material Modification (SMM) required by U.S. federal laws and regulations governing group health plans. These plans are sponsored by the clients of Personify Health. Plan designs vary from client to client.

 

In this role you will wear many hats, but your knowledge will be essential in the following:  

  • Prepare new and restated Summary Plan Description (SPD) booklets for moderate to complex plan designs.
  • Complete annual Summary of Benefits & Coverage (SBC) templates for moderate to complex plan designs.
  • Prepare Summary of Material Modifications (SMM) and Summary of Material Reduction (SMR), for moderate to complex plan designs.
  • Respond to Account Management and Operational inquiries regarding plan provisions.
  • Represent the department in calls with clients and brokers.
  • Represent the department in internal client implementation meetings.
  • Meet client performance guarantees.
  • Conduct peer reviews on documents written by other team member

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Qualifications

What you bring to the Personify Health team:

 

In order to represent the best of what we have to offer you come to us with a multitude of positive attributes including:

  • Associates degree or equivalent (English / Liberal Arts / Communication studies preferred)
  • Current position as Plan Document Specialist or minimum three years’ experience with medical benefit plans.

You also take pride in offering the following Core Skills, Competencies, and Characteristics:

  • Identify benefit/compliance issues and communicate appropriate resolution to internal and external stakeholders.
  • Research topics, convey facts, use good judgment and analyze situations accurately.
  • Intermediate knowledge of Microsoft Word and Excel.
  • Excellent oral and written communication skills.
  • Set and organize own work priorities and successfully adapt to new priorities.
  • Maintain excellent interpersonal relationships within the department and at all levels of the organization.

No candidate will meet every single desired qualification. If your experience looks a little different from what we’ve identified and you think you can bring value to the role, we’d love to learn more about you!

 

Personify Health is an equal opportunity organization and is committed to diversity, inclusion, equity, and social justice.

 

In compliance with all states and cities that require transparency of pay, the base compensation for this position ranges from $20 to $25 per hour. Note that compensation may vary based on location, skills, and experience. This position is eligible for  health, dental, vision, mental health and other benefits.

 

We strive to cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive. Personify Health is committed to driving Diversity, Equity, Inclusion and Belonging (DEIB) for all stakeholders: employees (at each organization level), members, clients and the communities in which we operate. Diversity is core to who we are and critical to our work in health and wellbeing.

 

#WeAreHiring #PersonifyHealth

 

Beware of Hiring Scams: Personify Health will never ask for payment or sensitive personal information such as social security numbers during the hiring process. All official communication will come from a verified company email address. If you receive suspicious requests or communications, please report them to talent@personifyhealth.com. All of our legitimate openings can be found on the Personify Health Career Site.

 

Application Deadline: Open until position is filled.

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