• Client Support Specialist - Reimbursement Accounts

    Job Locations 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, Las Vegas and Ada, MI. We are currently looking for a Client Support Specialist – Reimbursement Accounts to provide support to brokers and employers utilizing our Reimbursement services.   In this role, you will report to the Service Manager, Ancillary Services with the primary goal of meeting or exceeding client expectations. This position will function as part of the Quality Process and Operational Delivery department.


    About the Client Support Specialist – Reimbursement Accounts Position

    As a Client Support Specialist – Reimbursement Accounts, you will be expected to perform the following duties:

    • Establish and maintain relationships with key clients and/or brokers as assigned.
    • Respond to client and broker escalations from the Service team via email and phone.
    • Respond to participant escalations as received via cases created by the Contact Center or Service team.
    • Research client/broker/participant escalations received from the Service team or Contact Center.
    • Work with the assigned Account Management team to resolve any outstanding issues and participate in any required meetings.
    • Notify the Finance Department to changes regarding one-time or ongoing service fees.
    • Provide QA review of annual renewal and ensure open enrollment materials are send as needed
    • Monitor New implantation process and go live tracking
    • Ensure that SalesForce is properly set up to track implementations and EDI cases
    • Plan Document Creation/Compliance testing for new client groups
    • Engage and coordinate with other PlanSource teams and departments to ensure client issue resolution
    • Work in software system Alegeus to monitor client plans and employee records
    • Provide needed reports or training on pulling reports for clients/ brokers
    • Assist to work any reports or monthly audits of systems for accuracy
    • Other duties as may be deemed necessary by Management

    About You

    As the Client Support Specialist – Reimbursement Accounts, you will bring a strong technical aptitude, a strong customer orientation and excellent problem solving skills.


    Additionally, you will have:

    • High School Diploma (college degree preferred) or job experience equivalency
    • 1-3 years in a related field
    • Creative and professional verbal and written communication skills
    • Must demonstrate above-average initiative, self-reliance and autonomy, with the judgment to know when to take the lead, when to involve others, and how to set priorities of the work functions assigned
    • Strong keyboarding skills
    • Familiar with Microsoft Office
    • Ability to be an effective team member
    • Must be able to work outside of normal work hours   
    • Knowledge of the Alegeus system a plus

    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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