• Data Analyst

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

    About the Data Analyst Position

    In this role you will be responsible for insuring the validity of the data in the PlanSource Benefits Administration System and proactively resolving any potential issues. They will work with both internal and external teams to ensure data is accurate.


    Additionally, as a Data Analyst you will also:

    • Proactively audit high-profile client files (both inbound and outbound), to identify potential issues
    • Ensure that all internal and external service levels are met in a timely and high-quality manner
    • Resolve escalated issues in a timely manner, including long-term root cause resolution. Ensure timely and accurate delivery of client data.
    • Monitor and prevent potential data impacts caused by system development/releases.
    • Review system setup changes to determine potential data impacts to ensure accuracy.
    • Work to determine root cause of the issues and develop solutions.
    • Partner with EDI and Implementation Teams to ensure consistent use of best practices and processes.
    • Coordinate with programming and development staff for Development of PlanSource system.
    • Maintain subject matter expert status on imports and exports for PlanSource Benefit Admin System. 834 files for example).
    • Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager.
    • Other duties as deemed necessary by management.

    About You

    As the Data Analyst you will have a strong technical aptitude with previous experience with data analysis in Benefits Administration and/or Payroll environment.


    In addition, you will also have:

    • Customer Service Experience
    • Strong knowledge of Delimited File conventions, other industry standard data formats and data transmission methodologies
    • Ability to read 834 file format preferred
    • Ability to work independently
    • Excellent oral and written communication skills
    • Must be able to work outside of normal work hours
    • Ability to read 834 file format preferred
    • Proven ability to develop and improve processes to drive accuracy and efficiency
    • Excellent organization and prioritization skills       
    • Strong Interpersonal skills-ability to relate well to clients and understand their needs
    • Expert with Microsoft Office (Word, Excel, and Access)
    • Understands standard database concepts and ideas
    • Familiar with SQL concepts
    • Ability to analyze data for potential issues and problems
    • Experienced in manipulating and scrubbing data to meet the needs of multiple systems
    • Ability to be an effective team member

    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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