Plan Document Systems and Workflow Specialist

Imagine360 is seeking a Plan Document Systems and Workflow Specialist to join the team! The Plan Document Systems and Workflow Specialist is responsible for designing, building, maintaining, and improving scalable SharePoint sites, internal tools, trackers, workflows, and system-support processes used by the Plan Documents department. This position supports the technical infrastructure behind the department's work by helping ensure that tools, sites, workflows, and system enhancements remain efficient, sustainable, accurate, and responsive to changing business needs. The role also supports system enhancement efforts, and partners with department leadership and internal stakeholders to translate operational needs into practical, well-organized technical solutions. Position Location: 100% remote Duties/Responsibilities: Designs, builds, organizes, and maintains scalable SharePoint sites, libraries, pages, lists, and related internal tools that support Plan Documents workflows, resources, communication, and document management needs. Create sustainable technical solutions that support day-to-day operations. Maintains the technical infrastructure supporting Plan Documents work, including SharePoint structures, workflow logic, tracker integrity, access considerations, naming conventions, version control, and process documentation. Builds and updates internal tools, templates, lists, forms, dashboards, or other department resources to improve consistency, efficiency, tracking, and accountability across Plan Documents functions. Reviews existing tools and workflows on an ongoing basis to identify opportunities for improvement, simplification, automation, consolidation, or retirement of outdated resources. Assists with user testing, troubleshooting, and enhancement validation to ensure new or modified tools function as intended and align with operational requirements. Develops and maintains clear instructions, job aids, workflow documentation, and training materials for tools and processes supported by this position. Coordinates with internal stakeholders, including Legal, Operations, IT, Implementation, and other departments, as needed to support cross-functional process alignment and system usability. Helps ensure department tools and workflows are structured in a way that supports accuracy, continuity, scalability, auditability, and long-term sustainability. Performs other related duties as assigned based on department needs and business priorities. Education and Experience: Required Education: High School Diploma or GED. Preferred Education: Associate's or Bachelor's degree in Business Administration, Information Systems, Health Administration, Project Management, or a related field; or equivalent combination of education and relevant experience. Required Experience: 3+ years of experience supporting business operations, document management, workflow coordination, SharePoint sites, internal tracking tools, systems, or process improvement. Experience working with Microsoft Office products and maintaining organized electronic records, trackers, or departmental resources. Preferred Experience: Experience designing or administering SharePoint sites or lists; experience with workflow tools, business process documentation, system testing, reporting, automation. Skills and Abilities: Working knowledge of Microsoft Office products, SharePoint, Teams, Excel, and related Microsoft 365 tools. Ability to design organized, scalable internal sites, trackers, lists, workflows, and resource structures that are easy for business users to navigate and maintain. Strong attention to detail, accuracy, consistency, formatting, naming conventions, and process documentation. Ability to evaluate existing workflows and recommend practical improvements that reduce rework, improve visibility, and support sustainable operations. Ability to translate business needs into functional technical requirements, tool layouts, tracker fields, workflow steps, and user-friendly instructions. Strong problem-solving skills, including the ability to troubleshoot issues, test enhancements, document findings, and follow through to resolution. Ability to manage multiple priorities, changing requirements, and time-sensitive requests while maintaining professionalism and accuracy. Strong written and verbal communication skills, including the ability to explain technical concepts in clear, practical, business-friendly language. Ability to work independently while collaborating effectively with department leadership, peers, IT, operations, and other internal stakeholders. Commitment to maintaining efficient, sustainable, and well-documented tools and processes that support the Plan Documents department. Licenses or Certification: None required. SharePoint, Microsoft 365, Power Platform, Power Automate Flows, Copilot Agents, project management, or related technology/process certifications preferred. Physical Requirements: Not Specified 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 Want to see our latest job opportunities? Follow us on LinkedIn 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**