Document Specialist I

    • Job Tracking ID: 512935-720650
    • Job Location: Meridian, ID
    • Job Level: Mid Career (2+ years)
    • Level of Education: Any
    • Job Type: Full-Time/Regular
    • Date Updated: January 28, 2020
    • Years of Experience: Not Applicable
    • Starting Date: March 9, 2020
    • Salary Type:: Hourly
    • Rate:: 15.99
Invite a friend
facebook LinkedIn Twitter Email

Job Description:

Job Summary

The Document Specialist I assists senior level Document Specialists to onboard new clients and maintain various client level documents. The position is responsible for generating, editing, and formatting content and language required for existing and new client plan documents, amendments, and Summaries of Benefits and Coverage (SBCs). The Document Specialist I works with the Document Team to develop language for plan documents by coordinating researched information, input from other AmeriBen departments, client level clarifications provided through the Account & Business Development Department, government agency publications, and AmeriBen’s Legal Counsel. The Specialist is required to stay up-to date on current regulatory and industry standards, to be able to explain them clearly and accurately to internal and external stakeholders with support, and provide both documentation and resources to support the information. The Specialist is expected to have a high level of research capability and excellent record keeping. The Document Specialist I is expected to develop an understanding of regulations and the unique ways different types of medical benefits interact with each other and identify their potential downstream impacts. They work closely with other internal departments to ensure client benefits are accurate and fully understood. Each Specialist maintains a roster of ongoing clients and provides continuous exceptional customer service to AmeriBen business units and external clients.

Key Result Areas

  • Develops a strong understanding of self-funded insurance industry regulations and mandates.
  • Becomes familiar with resources regarding self-funded insurance industry regulations and mandates.
  • Shadows and assists Document Specialist II/III during implementation of new clients.
  • Participates in the process of benefit clarifications: analyze plan design, clarify plan intentions, and communicate benefit specifics to affected departments.
  • Maintains accurate and detailed documentation of benefit decisions.
  • Researches historical benefit decisions and document drafting decisions.
  • Audits and prepares SBCs for plans upon request, including calculating coverage examples, and formatting within federal guidelines.
  • Maintains existing client documents and generates necessary Plan Documents, amendments, restatements, and SBCs.
  • Audits final documents for formatting errors.
  • Participates in document scrub sessions and makes updates in templates.
  • Prioritizes workload and organizes tasks to accomplish them within strict deadlines.
  • Clearly communicates turnaround time expectations.
  • Regularly and accurately updates Time Tracking spreadsheet.
  • Provides metrics as needed to Account Business & Development.
  • Formats documents for preparation and uploading to internal systems.
  • Posts and organizes documentation from various internal and external sources to the online Document Management system and
  • Adheres to Turnaround Time (TAT) commitments.
  • Consistently meets or exceeds project timelines in a timely and accurate manner.
  • Meets documented position standards and delivers metrics to evaluate those standards.
  • Participates in miscellaneous teams/committees as needed.
  • Performs other duties as assigned or needed.

Experience and Skills:


  • Bachelor’s degree (or equivalent experience) preferred.
  • Basic understanding of Third-Party Administration industry and healthcare industry preferred.
  • Exceptional interpersonal communication skills; ability to negotiate and coordinate diplomatically between multiple parties and manage expectations.
  • Strong critical thinking capability.
  • Exceptional verbal and written communication skills.
  • Strong research and record keeping ability.
  • Ability to understand and generate complex content.
  • Ability to learn additional software packages as needed.
  • Positive attitude, with strong drive to help others.
  • Ability to use good judgment in problem solving.
  • Display above average quality service.
  • Requires extensive computer work.
  • Intermediate Microsoft Word skills including the use of Styles, Track Changes, Tables, Forms, and various other formatting functions in order to design & edit documents.
  • Basic Adobe Acrobat skills in order to format & edit documents.
  • This position could have flexible working hours and possibly allow work to be done remotely after the completion of the training period.
  • Types 45 wpm, 10-key, and computer knowledge.
  • Able to demonstrate excellent attendance and punctuality.
  • Excellent customer service attitude and professionalism.
  • Demonstrate Accuracy, Customer Service, Timely Turn-Around (ACT)
  • Proficiency using Microsoft Office (Word, Excel, Outlook, etc.).
  • Ability to work efficiently, perform multi-tasking, prioritize tasks, and meet tight deadlines in a fast paced, self-directed environment.
  • Possess a high degree of integrity and discretion, as well as the ability to adhere to both company policies and best practices.
  • Ensure compliance with security practices and procedures, including HIPAA and HITRUST standards.
  • Ability to efficiently and effectively perform the Key Result Areas with or without a reasonable accommodation without posing a direct safety threat to others or self.
  • Protect and enhance the Core Purpose and the Core Values of AmeriBen.

AmeriBen is an Equal Opportunity/Affirmative Action Employer committed to creating an environment of diversity and inclusion for equal employment and advancement opportunities to all employees and applicants for employment. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, national origin, sex, sexual orientation, gender identity and/or expression, genetic information, disability, veteran or military status, or any other category protected by federal, state and/or local law.

If you are unable to use our online application process due to a disability, please contact the Human Resources Department at or 1-800-786-7930.


  • This position could have flexible working hours and possibly allow work to be done remotely after the completion of the training period.