Plan Document Writer (Remote)

We are hiring 2 experienced Plan Document Writers to join a high-performing, collaborative team supporting medical benefit plan documentation for new implementations and renewals.

If you have direct experience drafting SPDs and SBCs within health insurance and thrive in a fast-paced, detail-driven environment — this role was built for you.

The Impact You’ll Make

1. Draft, update, and publish medical benefit plan documents including:
2. Summary Plan Descriptions (SPD)
3. Summary of Benefits & Coverage (SBC)
4. Benefit Plan Descriptions (BPD)
5. Summary of Material Modifications (SMM)
6. Amendments
7. Evaluate existing plan documents and identify required updates for new and renewing groups
8. Ensure documentation accurately reflects plan design and operational execution

Compliance & Research Leadership

1. Serve as a subject matter expert on ERISA and federal benefits legislation
2. Audit documents for legal accuracy and regulatory compliance
3. Research complex benefit questions using internal and external sources
4. Maintain audit-ready documentation at all times

Operational Excellence

1. Manage strict turnaround times and SLAs
2. Navigate advanced platforms including Salesforce, SmartSheets, and MS Office
3. Maintain accurate documentation tracking across systems
4. Support high-volume group renewals (especially during Q4 peak season)

What the Environment Looks Like

1. Remote-first culture — highly collaborative and communicative
2. “Work hard, play hard” mentality — relaxed but high-output
3. Fast-paced renewal season (Q4):
4. Manage 40–60+ documents
5. Oversee documentation for ~15 groups simultaneously
6. Extended hours common during peak season
7. Minimal formal training — must hit the ground running

This role requires someone analytical, adaptable, and comfortable navigating complex, highly detailed processes independently.

Required Experience

1. 3+ years of technical writing experience specifically within:
2. Health Insurance
3. Benefits Administration
4. TPA environments
5. Direct, hands-on experience drafting SPDs and SBCs
6. Strong understanding of differences between:
7. SPD
8. SBC
9. BPD
10. SMM/SMR
11. Amendments
12. Knowledge of ERISA and federal benefit compliance standards
13. Advanced MS Word (styles, formatting, templates)
14. Experience with Salesforce, SmartSheets, Excel
15. Ability to audit prior documents and identify discrepancies with 100% accuracy
16. Adaptable and able to pivot quickly in changing benefit environments

Preferred Qualifications

1. QSEHRA experience
2. Medical terminology knowledge
3. TPA or insurance tenure
4. High-volume document management experience
5. Strong audit and compliance mindset
6. Analytical, “legal-style” writing background

Day-to-Day Snapshot

1. Participate in new group implementations
2. Evaluate and revise existing plan documents
3. Identify missing documentation or compliance gaps
4. Manage multiple active documents simultaneously (3–6 per group in Q4)
5. Collaborate heavily with Implementation and Account Management teams
6. Meet strict deadlines while maintaining absolute accuracy
7. Monday–Friday schedule
8. Remote eligible in: AZ, FL, GA, IL, IN, KS, KY, MI, NJ, NY, OH, OK, SC, TN, TX
9. Target start: ASAP

Who Will Thrive Here

1. Analytical, detail-obsessed writers
2. Self-starters who require minimal ramp-up
3. Professionals comfortable managing 40+ renewals at once
4. Individuals who understand benefits compliance beyond surface level
5. Collaborative team players who still work independently

If you have direct experience drafting medical benefit plan documents and can confidently discuss building an SPD from scratch — we’d love to connect!!

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