The purpose of this position is to partner with the Implementation project manager in the onboarding process for outsourced clients by working with the Broker, Employer Group, Sales Team to gather information about the client’s current Benefit processes, to effectively configure the Benefits Administration portal and Decision Support (PSHR) tools. Provide support to the employer group and data team as needed to facilitate electronic transfer of eligibility and payroll information. Work with Implementation Project Manager to for transitioning the employer group to the Customer Support Team and/or account management for ongoing service. Ensure accountability for the success of assigned projects.
Responsibilities / Duties:
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.