[Remote] Plan Document Administration, Lead

Note: The job is a remote job and is open to candidates in USA. Imagine360 is a health plan solution company that combines decades of self-funding healthcare expertise with customized, member-focused solutions. The Plan Document Administrator, Lead supports the preparation and administration of plan documents and related materials, leads onboarding and training, coordinates team production, and improves workflows using project-management principles.

Responsibilities

• Maintains knowledge of applicable state and federal laws, industry regulations, HIPAA requirements, company procedures, systems, service expectations, and interdepartmental dependencies
• Maintains current document versions for internal systems and departments
• Maintains organized plan document draft and final-document records to support accurate and efficient retrieval
• Tracks open files, outstanding signatures; issues follow-up notices and communicates with clients, brokers, vendors, and internal departments to keep work progressing
• Leads the onboarding and training of new Plan Document Administrators on company procedures, systems, documentation standards, quality expectations, and departmental workflows
• Manages team production by coordinating assignments, monitoring workload and progress, identifying capacity or workflow constraints, and driving timely completion of deliverables
• Creates and maintains standard operating procedures, job aids, and process documentation to promote consistency, quality, and operational continuity
• Evaluates workflows and implements process improvements that reduce inefficiencies, strengthen quality controls, anticipate production needs, and maximize scalable, proactive output
• Partners with Plan Document Analysts on departmental projects, research, reporting, tracking, and coordinated plan document initiatives
• Applies project-management principles to organize multiple workstreams, establish priorities and milestones, track dependencies and deliverables, communicate status, and resolve barriers to completion

Skills

• 3+ years of office/administrative experience or 1 year with medical/health insurance experience
• Familiarity with HIPAA procedures and policies
• High School Diploma or GED required
• Working knowledge of computers and software including but not limited to Microsoft Office products
• Demonstrated ability to train and onboard employees
• Coordinate team production
• Develop standard operating procedures
• Improve processes
• Manage competing priorities
• Organize multiple workstreams using project-management principles
• Health Care Administration background a plus

Benefits

• Multiple Health plan options
• Company paid employee premiums for disability and life insurance
• Parental Leave Policy
• 20 days PTO to start / 10 Paid Holidays
• Tuition reimbursement
• 401k Company contribution
• Company paid Short & Long term Disability plus Life Insurance
• Professional development initiatives / continuous learning opportunities
• Opportunities to participate in and support the company's diversity and inclusion initiatives

Company Overview