Client Support Specialist

Job Locations US-FL-Orlando
# of Openings
Customer Success
Regular Full-Time


PlanSource is a high-growth software company headquartered in Orlando, Florida with offices inSalt Lake City, Minneapolis, Charleston, Las Vegas and Ada, MI.  We are currently looking for a Client Support Specialist to provide support to brokers and employers utilizing the PlanSource Platform. In this role, you will work closely with the Tier 2 and Senior Client Support Specialists to ensure that client expectations are continually met or exceeded. This position will function as part of the Client Support Services Team responsible for all help desk services.


About the Client Support Specialist Position

As a Client Support Specialist, you will provide help desk support to PlanSource Clients including:

  • Respond to client phone calls and emails regarding system-related questions
  • Utilize tools such as GoTo Meeting to assist clients with system issues
  • Engage and coordinate with other PlanSource teams and departments to ensure client issue resolution
  • Read all release notes and technical updates to stay familiar with all system functionality
  • Comply with general and Client specific Service Level Agreements (SLAs)
  • Documentation of client activity (phone calls, emails) via client relationship management tracking software
  • Facilitate client issue/inquiry resolution by working with 3rd parties and health insurance carrier contacts
  • Escalate items that are not resolved in accordance with SLA’s to Tier 2 level colleagues or Team Lead
  • Log tickets in designated system for technical support on reported issues
  • Assist other departments when work load requires, as may be directed by Management
  • Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager. 
  • Other duties as may be deemed necessary by Management

About You

As the Client Support Specialist you will bring a strong technical aptitude, a strong customer orientation and excellent problem solving skills.


Additionally, you will have:

  • High School Diploma, college degree or job experience equivalency
  • 1-3 years in a related field
  • Creative and professional verbal and written communication skills
  • Must demonstrate above-average initiative, self-reliance and autonomy, with the judgment to know when to take the lead, when to involve others, and how to set priorities of the work functions assigned
  • Strong keyboarding skills
  • Familiar with Microsoft Office
  • Ability to be an effective team member
  • Must be able to work outside of normal work hours   

What We Offer

  • Great compensation package, including a full suite of benefits.
  • The chance to work for a fast-growing, established tech company, and work side-by-side with a dynamic team of talented professionals.
  • Fast-paced environment with big goals and the opportunity make a big impact.


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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