
Plan Document Writer - 250976
Medix™, New York, NY, United States
Develop and maintain benefit plan documents, including Summary Plan Descriptions (SPDs), Summaries of Benefits and Coverage (SBCs), Summaries of Material Modifications (SMMs), and plan amendments
Update plan documents for renewals, ensuring all changes are accurately reflected and aligned with client requirements and regulatory standards
Ensure ERISA compliance and regulatory accuracy across all documentation by applying knowledge of federal and state guidelines
Review and evaluate existing plan documents, identifying gaps, inconsistencies, or missing requirements based on group needs and prior plan history
Conduct research on benefit-related questions, interpreting regulations and applying findings to plan documentation
Collaborate cross-functionally with implementation, compliance, and operations teams to gather requirements and ensure alignment
Manage high-volume document production with strict adherence to deadlines and turnaround times
Support audit processes by ensuring documentation meets internal and external review standards
Publish and distribute finalized plan documents in accordance with client and regulatory requirements
Adapt quickly to changing requirements, including last-minute updates during peak enrollment cycles
Workload & Performance Expectations
Manage an average of 30+ document assignments concurrently, increasing significantly during peak periods
Support multiple client groups simultaneously (typically 10–15+ groups at a time)
Handle increased volume during Q4, with up to 60 documents per writer tied to Open Enrollment deadlines
Operate within strict production timelines, particularly leading up to 1/1 effective dates
Maintain a high level of accuracy and quality under tight deadlines
Required Qualifications
Direct experience writing health and welfare benefit plan documents (required)
Strong working knowledge of:
Summary Plan Descriptions (SPDs)
Summaries of Benefits and Coverage (SBCs)
Summaries of Material Modifications (SMMs)
Solid understanding of ERISA and benefits compliance requirements, with the ability to research and apply regulatory guidance
Demonstrated ability to work in a high-volume, deadline-driven environment with strict processes
Exceptional attention to detail, particularly in legal-style writing and documentation accuracy
Strong analytical skills with the ability to review prior documents and identify gaps or inconsistencies
Ability to work independently with minimal training and quickly ramp in a fast-paced environment
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