• Benefits Business Analyst

    Job Locations US-FL-Orlando | 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, Grand Rapids and Charleston, SC. We are looking for an experienced Benefit Analyst who will provide technical support to the PlanSource Benefits Administration client base by working with the Emerging Business Operations and Service Team to identify additional needs, troubleshoot problems, consult and complete complex configuration and/or data tasks.


    About the Benefit Analyst Position

    In this role you will work closely with the Account Managers to ensure that client expectations are continually met or exceeded.   You will provide technical support to existing clients such as: Troubleshooting Complex Client Setup Issues; Configuring the Ben Admin System as Needed (New and Open Enrollment); QA for Partner Vendor Configurations.


    Additionally, as a Benefit Analyst you will also:

    • Train new client contact on Ben Admin System
    • Provide “Tier 2” level support to clients on daily issues as escalated by service team.
    • Attend client meetings as requested by Account Manager to review functionality issues or participate in roll out discussions.
    • During peak open enrollment periods, this position will assist the service team with the renewal process for renewal clients.
    • Assist implementation team during peak periods on system configuration and client set-up
    • Maintain Standard Operating Process Documents (SOPS) on all processes performed.
    • All other duties as deemed necessary by management.

    Large Group Set-up / Implementation

    • Assist in configuration and implementation of large groups on the PlanSource Platform
    • Provide tier 1&2 level support for configuration and processing questions
    • Work with Account Manager on items requiring escalation above tier 1&2
    • Attend weekly client calls and report on issues
    • Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager.  

    About You

    As the Benefit Analyst you will bring at least two (2) years technical experience such as help desk support, time and attendance implementation or software configuration and training. Preferably, you will also have previous Project/Client Management experience.


    In additon, you will also have:

    • Associated Degree / Technical Degree or similar experience
    • Strong keyboarding skills
    • Proficient Microsoft Office
    • Must have Advanced Microsoft Excel Experience
    • Familiar with Microsoft Windows Networking Systems
    • Excellent organization and prioritization skills       
    • Strong customer orientation
    • Ability to be an effective team member
    • Must be able to work outside of normal work hours
    • Excellent written and verbal communication skills

    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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