Demo

PLAN DOCUMENT SPECIALIST

BC&L INC
Austin, TX Remote Full Time
POSTED ON 12/27/2025
AVAILABLE BEFORE 2/26/2026

Position Title:  Summary Plan Description Creator

Position Overview: As a Third Party Administrator (TPA) in the health benefits sector, Boon-Chapman is seeking a dedicated Summary Plan Description (SPD) Creator. This role is essential for the effective creation of Summary Plan Descriptions (PD/SPDs) and Summary of Benefits and Coverage (SBCs) on behalf of our employer clients. The SPD Creator will be responsible for the development, maintenance, and coordination of all summary plan description functions. This includes various types of health plans such as ERISA and non-ERISA plans, as well as Grandfathered and non-Grandfathered medical, dental, vision, and HRA/HSA plans. Previous experience in health benefits administration, particularly involving SPDs, SBCs, and ERISA compliance is highly desirable. If you are passionate about health benefits administration and eager to make a difference, we invite you to apply for the SPD Creator role at Boon-Chapman. Together, we can help employers provide exceptional benefits to their employees. Reports to the Director of Implementation.

Qualifications:

Qualifications:

  • High school diploma or equivalent with some college or related experience. Experience and education may be substituted for one another.
  • At least two years of self-funded health insurance-related experience.
  • Experience with Phia Plan Documents preferred

 

Knowledge, Skills, and Abilities

  • Knowledge of creating and maintaining Self-Funded Plan Documents and SBCs
  • Knowledge of internal policies and procedures.
  • Ability to interpret plan documents and amendments.
  • Ability to adapt to a constantly changing environment.
  • Ability to multi-task.
  • Ability to accurately compile data and perform detailed work.
  • Employee benefits experience required.  TPA experience preferred.
  • Must have exceptional interpersonal and written communication skills.
  • Must have a passion for customer service.
  • Must have exceptional documentation and organization skills.
  • Must be able to work independently
  • Must possess a team player mentality with focus on collaboration skills.
  • General knowledge of business correspondence, filing, and general office procedures.
  • Skill using Microsoft Word, Excel and Access.
  • Skill in critical thinking.
  • Ability to meet deadlines
  • Ability to maintain regular attendance
  • Ability to maintain confidentiality of material and information
  • Ability to maintain professional appearance and demeanor
  • Ability to work as a member of a team and with other departments.

 

Work Environment / Physical Requirements

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift to 15 pounds at times.

Salary : $55,000 - $60,000

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