Legal Document Specialist

Temp Position

Job Summary: The ideal candidate for this position will have experience working in the health
insurance industry especially with compliance responsibilities.


Associate/Bachelor’s degree in paralegal studies, communications, or similar field of study along with two years of experience in a professional setting. Experience in the insurance or financial industries, especially with compliance responsibilities, is preferred

Very strong written and verbal communication skills

Highly developed organizational and analytical skills, especially thorough proof-reading

Ability to synthesize large amounts of complex material into a concise written format

Multi-tasking and detailed orientation skills

Very skilled with Microsoft Suite Office products, especially Word and Excel, and with PDF documents

Demonstrated listening and problem resolution skills with the ability to follow written procedures

Ability to work in a fast-paced, urgent at times, and intense working environment

Be an active participating member of the team, and as needed, assist Underwriting in preparation of Letter of Agreements (LOA) leading up to brochure process:

Prepare LOAs by comparing filings of the new carrier to brochures of the previous carrier

Prepare brochures by comparing LOAs to filings, to new and renewal brochures, policies, and Spartacus database.

Compare new client’s plans to the existing filing in that state while in the brochure process

Compare brochure and policy language to state/federal requirements

Create templates for various states/products.

Review and prepare draft and final brochures, Summary of Benefits and Coverage (SBC), and policies. Coordinate with Sales, Account Management, Underwriting, agents and carriers where applicable. Strive for Continuous Process Improvement with efficiency and accuracy as the goal

Answer questions from Account Managers regarding benefits language with input from Compliance team when appropriate

Develop spreadsheet of all groups (student and employer groups) with benefit structures.

Understand benefit structures of plans

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