Paralegal

Overview

This position reports to the Vice President of Compliance and is responsible for drafting, amending, and tracking changes to ERISA and non-ERISA health plan coverage documentation. Responsibilities include work such as summary plan descriptions, summaries of benefits and coverage, amendments, summaries of material modification, and ERISA wrap documents.

Compensation & Benefits

• Compensation: $81,624.24–$106,110.27
• Benefits: Rich benefits package including profit-sharing.

Responsibilities

Drafting Documents

• Draft customized comprehensive ERISA plan documents, summary plan descriptions, summary of benefits and coverage, material modifications, and ERISA wrap documents.
• Adhere to document production timelines to ensure efficient and timely document production.
• Develop audit protocol to ensure accuracy of documentation.
• Complete continuing education credits through an approved and accredited institution or vendor to stay current on documentation techniques and best practices.

Sales Support & Internal Client Communication

• Work directly with the account management and sales team to manage and facilitate the sales process with clients by describing document production services, turn-around times, and availability of customization.
• Provide technical guidance regarding plan language and training for prospects, clients, brokers, consultants, and internal teams as needed.
• Assist clients and team members in understanding plan language and the underlying legal requirement supporting the language.
• Provide annual amendment recommendations based on changes in laws/regulations or best practices in the self-insurance industry.
• Develop and implement interdepartmental guidelines as needed to improve turnaround time for requests for information from key contacts.

Record Keeping

• Maintain a client order log, including the status of open, pending, and completed orders.
• Develop expertise with legal department document retention software to maintain compliance with document retention policies.
• Maintain version control of documentation, including original documents, modifications, and amendments.
• Maintain records of plan notices, summaries of material modifications, and client communications.

Other Duties

• Stay current on laws and regulations impacting employee benefits, claims procedures, and notice requirements using legal database subscriptions.
• Conduct research, analyze, and understand changes in applicable laws and/or regulations.
• Maintain an active Paralegal Certification.
• Perform all other duties as assigned.

Requirements

• Bachelor’s degree in health care administration, English, or legal studies, or equivalent concentration preferred.
• Active Paralegal Certification required.
• 10 years’ experience in the self-insured health benefits industry with prior work history at a third-party administrator, sophisticated health insurance brokerage house, or insurer providing Administrative Services Only (ASO) arrangements.
• 10 years’ experience drafting, amending, and tracking changes to self-insured health benefit plan documents, summary plan descriptions, and summaries of benefits and coverage.
• Detailed understanding of laws governing self-insured health plans, including:
  • Affordable Care Act
  • ERISA
  • COBRA
  • HIPAA
  • Applicable Internal Revenue Code Sections 105 & 125
• Understanding of cafeteria plans, section 125 flexible spending arrangements, and health savings accounts.
• Experience filing form 5500s preferred.
• Understanding of multiple employer welfare arrangements preferred.
• Expertise with Microsoft Office programs including Word, Excel, and Outlook.
• Excellent analytical, writing, and verbal skills.
• Outstanding organizational skills and customer service, including phone and email communication and research abilities.

Preferred Qualifications

• Certification as health benefits specialist.
• Experience filing form 5500s.
• Understanding of multiple employer welfare arrangements.

Physical Demands / Work Environment

• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• The employee regularly is required to communicate with others.
• The employee frequently is required to move around the office.
• The employee is often required to use tools, objects, and controls.
• Noise level is usually moderate.