Example posting:
Paralegal (Remote) (50468)
Duties And Responsibilities
Drafting Documents
Draft customized comprehensive ERISA plan documents, summary plan descriptions, summaries of benefits and coverage, material modifications, and ERISA wrap documents.
Adhere to document production timelines to ensure efficiency and timely document production
Develop audit protocol to ensure accuracy of documentation.
Complete continuing education credits through an approved and accredited institution or vendor to stay up to date on latest documentation technique and best practices to ensure that our organizations are using cutting edge language.
Sales Support & Internal Client Communication
Work directly with the account management and sales team to manage and facilitate the sales process with clients by describing document production services, turn-around times, and availability of customization.
Provide technical guidance regarding plan language and training for prospects, clients, brokers, consultants and the internal team as needed. Provide assistance when a client or team member requires assistance understanding the plan language or the underlying legal requirement giving rise to the language.
Provide annual amendment recommendations based on changes in the laws/regulations or best practice changes in the self-insurance industry.
Develop and implement interdepartmental guidelines as needed to improve turnaround time of requests for information from key contacts.
Record Keeping
Maintain client order log including status of open, pending, and completed orders.
Develop expertise with legal department document retention software in order to maintain compliance with document retention polices.
Maintain version control of documentation including original, modifications, and amendments.
Maintain record of plan notices, summaries of material modifications, and client communications.
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