• Dependent Audit Processor

    Job Locations US-MI-Grand Rapids | US-UT-Salt Lake City
    # of Openings
    Customer Success
    Regular Full-Time
  • Summary

    PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, Charleston, and Grand Rapids, MI. We are looking for an experienced Account Manager to be accountable for the client account and relationship from closing of sales process through implementation and ongoing. Will maintain consistent communication, regular meetings, and solicit proactive feedback from client and coordinate efforts internally to respond to client needs and to drive increased value to client relationships. Responsible for exceeding budgeted retention rate and maximizing revenue per client.


    About the Dependent Audit Processor

    In this role you will work closely with the Dependent Audit Account Manager to service dependent audit clients.  Communicate with clients and employees regarding audit status.  Review and process document submissions ensuring utmost accuracy and attention to detail. Ensure processing timelines are followed and work within the established best practices. 


    In addition, you will:

    • Provide excellent customer service to clients and their employees.
    • Bring subject matter experts from the organization into client relationship as needed to address specific issues / projects.
    • Aid in scanning documentation to be saved in a soft copy format.
    • Review audit results with Dependent Audit leadership.
    • Generate audit reports for clients.
    • Drive continual efficiency and value to the dependent audit team processes.
    • Process according to client approved documentation regarding the audit procedures.
    • Serve as a quality check for communications sent to clients and employees.
    • Communicate potential client/employee issues to dependent audit leadership.
    • 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 a Dependent Audit Processor you will have 1 year of experience in a client service position with strong customer service and orientation skills. 


    You will also have:

    • Excellent oral and written communication skills
    • Excellent organization and prioritization skills
    • Strong problem solving skills
    • Ability to be an effective team member
    • Must be able to work outside of normal work hours
    • Must have ability to travel as required (approx. 10%)
    • Familiar with Microsoft Office and Microsoft Outlook

    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 five reasons to come to PlanSource


    #5: The size is right. Join an established tech company that’s growing fast but is still small enough for you to have a big impact.


    #4: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and within the company.


    #3: The benefits industry is on fire. Ongoing regulatory changes create an urgent and pervasive need in the marketplace for technology.


    #2: PlanSource has the right product. Show off our sophisticated cloud-based technology that has a mobile-friendly UI and 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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