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

What can Imagine360 offer you?

• 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

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Imagine360 is a health plan solution company that combines 50+ years of self-funding healthcare expertise. Over the years, we've helped thousands of employers save billions on healthcare. Our breakthrough total health plan solution is fixing today's one-size-fits-none PPO insurance problems with powerful, customized, member-focused solutions.

Imagine360 is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

**RECRUITMENT AGENCIES PLEASE NOTE: Imagine360 will only accept applications from agencies/business partners that have been invited to work on a specific role. Candidate Resumes/CV's submitted without permission or directly to Hiring Managers will be considered unsolicited and no fee will be payable. Thank you for your cooperation**