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:
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:
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.