Eligibility Processor

# of Openings
Customer Success
Regular Full-Time


PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, Charleston, Las Vegas and Grand Rapids, MI.   We are searching for an experienced Eligibility Processor to work closely with both the Data Team and the Account Managers to ensure accurate information is processed.


About Eligibility Processor position

In this role you will be responsible for the manual processing of data via entry into multiple portals as well as general communications internally and externally. 

  • Ability to work with competing priorities and escalating to management as needed.
  • Administer the PlanSource benefits administration system accurately and timely.
  • Resolving tickets regarding inaccurate information in the system.
  • Work directly with multiple internal and external teams and contacts including Account Management and EDI teams, clients and carriers.
  • Maintains client confidentiality in conformance with PlanSource and the client confidentiality policy.
  • Other duties as deemed necessary by management.

About You

The ideal candidate will bring previous benefits administration experience.  You have excellent organization and prioritization skills with the ability to manage multiple projects.


In addition you will have:

  • High school diploma required
  • College Degree preferred
  • Customer service experience
  • Good computer background and experience preferred
  • Strong technical aptitude
  • Strong ability to work independently
  • Excellent oral and written communication skills
  • Must be able to work outside of normal work hours as needed
  • Strong customer service orientation
  • Experience with Microsoft Office, particularly Excel
  • Ability to be an effective team member
  • Ability to organize, efficiently document and routinely update information; ability to apply procedures to work problems and situations
  • Strong document skills preferred

What We Offer

  • Great compensation package including a full suite of benefits
  • The opportunity to work for a fast growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals
  • Fast-paced environment with big goals and the opportunity to make a big impact (no bureaucracy)


Top ten reasons to come to PlanSource:


#10: The size is right. Join a well-funded, established tech company that’s growing fast but is still small enough for you to have a big impact.


#9: We are on a roll. Be part of a winning team – More than 10,000 employers and 3.5 million consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration.


#8: Success is rewarded.  With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, cool perks, fun offices … and no-holds-barred Nerf wars.


#7: You can grow and develop professionally. PlanSource has a great track record of internal promotions and also filling open positions within the company.


#6: We give you the support you need. Different departments support you and provide you with the access and tools you need to succeed.


#5: Our business model is strong. With a leveraged sales model, our network of partners helps the organization succeed.


#4: Strong partnerships fuel your success. National partnerships with leading insurance carriers such as MetLife, Humana, Guardian and Unum provide a competitive advantage and added credibility.


#3: The benefits industry is on fire. Legislation including the ACA has created an urgent and pervasive need in the marketplace for our technology.


#2: PlanSource has the right product. Show off our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.


#1: PlanSource is the right company. Join an up-and-coming high-growth technology company that is well funded and values its employees and their families.


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