Junior Plan Document Analyst

Imagine360 is seeking a Junior Plan Document Analyst to join the team!  This position is to prepare you to become a Plan Document Analyst, teaching you how to perform proficiently in order to deliver a high level of service, quality and production, and prepares you with a comprehensive understanding of the plan document(s) under their scope of responsibility.

Position Location: 100% remote

Responsibilities include but are not limited to:

Plan Documents Responsibilities

• Supports the Plan Document Specialists in the preparation or auditing of the Plan Document.

• Administrative

• Acts as a liaison between other departments, vendors and clients to ensure collaborative progress toward desired state.
• Demonstrates strategic business acumen in making decisions to affect bottom line focus.
• Develop, generate, trend and deliver reports accurately and timely
• Assists in first line troubleshooting for technical issues.
• Actively facilitates/participates in committee meetings as assigned.

• Customer Service and Relationship Management

• Supports Account Management and the Plan Document Specialists in Customer meetings.
• Provides timely and thorough follow-up with internal and external customers.
• Acts as a role model in demonstrating the core values in customer service delivery.

• Quality Assurance

• Attends and participates in committee meetings and training sessions.
• Performs self-quality monitoring in order to develop and execute plans to meet established goals.
• Provides ongoing feedback to help optimize quality performance.
• Collaborates with staff and cross-departmentally to improve or streamline procedures.

Required Experience/Education:

• High School Diploma or equivalent
• Bachelor's degree preferred or equivalent combination of education and experience
• Strong working understanding of Third-Party Administration
• Working knowledge of ERISA, ACA and other employee benefit regulations

Skills and Abilities:

• Working knowledge of computers and software including but not limited to Microsoft Office products
• Proficient mathematical, 10-key and typing skills
• Demonstrated organizational skills, problem-solving, analytical skills and detail oriented
• Demonstrated ability to remain neutral and maintain confidentiality
• Strong written and oral communication skills
• Demonstrated ability to work independently, prioritize workloads multi-task and manage priorities in order to meet deadlines