Plan Document Specialist

Overview

Who We Are

Because health is personal. That's why Personify Health created the first and only personalized health platform—bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together in one place. We serve employers, health plans, and health systems with data-driven solutions that reduce costs while actually improving health outcomes. Together, our team is on a mission to empower people to lead healthier lives.

Learn even more about the work that drives us at personifyhealth.com.

Responsibilities

Ready To Translate Complex Health Plan Designs into Clear, Compliant Documents?

Why This Role Matters 

Health plans only work if they’re understood. This role turns complex benefit designs into clear, accurate documents that clients, members, and regulators rely on. You’ll shape how plans are communicated and executed making sure what’s written aligns with how plans are built, administered, and experienced.

What You'll Actually Do

Create, write, review, and edit Summary Plan Descriptions (SPDs), restatements, changes, revisions, and benefit summaries.

Create, write, review, and edit Summary of Benefits & Coverage (SBC) documents.

Assist with the creation of amendments, Summary of Material Modifications (SMM), and Summary of Material Reduction (SMR).

Assess client intent by reviewing internal documentation and/or plan documents prepared by previous health plan administrators.

Conduct reviews of internal benefit documents to ensure accurate plan build set-up.

Review and interpret plan documents and update regulatory language as required.

Respond to Account Management, Plan Build team, and Operational inquiries regarding plan provisions.

Qualifications

What You Bring to Our Team

Education & Experience

• English language proficiency.
• Associate’s degree or equivalent in related field.
• Experience with similar positions desirable.
• Prior experience with self-funded health plan development and implementation (preferred).
• Knowledge of Federal Health Care Laws.

Knowledge, Skills, and Abilities

• Good writing, editing, and analytical skills with keen attention to detail.
• Strong problem-solving, organizational, and interpersonal communication skills.
• Ability to identify benefit/compliance issues and communicate appropriate resolutions to internal and external stakeholders.
• Research topics, convey facts, use good judgment and analyze situations accurately.
• Intermediate knowledge of Microsoft Office Suite (e.g. Word, Excel, PowerPoint, Outlook, etc.)
• Excellent oral and written communication skills, including the ability to effectively communicate complex concepts.
• Good time management skills, including being highly organized.
• Ability to pivot priorities and meet tight deadlines.
• 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.
• Maintain professionalism in a fast-paced, high-pressure environment.

Our Commitment: Personify Health is an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive—because diversity is core to who we are and critical to our work in health and wellbeing.

Stay Safe: Personify Health will never ask for payment or sensitive personal information like social security numbers during hiring. All official communication comes from verified company email addresses and or our secure applicant tracking system. Suspicious requests? Report them to talent@personifyhealth.com. View all legitimate openings at personifyhealth.com/careers.