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US-FL-Orlando

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 looking for an energetic Distribution Specialist for our Orlando office.   This position is responsible for maximizing the customer experience through the accurate shipment of client pay checks and advices, as well as W2s.

 

About the Distribution Specialist Position

 The role owns the customer-facing activities related to payroll closures including printing, sorting, packaging and shipment of payroll checks and advices, as well as invoice processing. Must work effectively with customers, vendors, and internal partners to resolve escalated situations, identify solutions, and facilitate communication with clients and colleagues. This role requires a high attention to detail, and a strong drive for accuracy.

 

In addition, your primary responsibilities will include:

  • Responsible for autonomously managing the daily payroll shipment processes including primarily:
    • Printing of pay checks and advices
    • Sorting and packaging of checks and advices per client instructions in SalesForce
    • Review and send client invoices; add additional fees
    • Maintain accurate count of all pieces printed and shipped
  • Leverage client shipment information in SalesForce to accurately package and ship payrolls
  • Completes accuracy check to confirm all checks/advices are sent to the correct location by pay date
  • Confirms that all packages have been picked up by appropriate courier on a daily basis.
  • Proactively notify customers of ‘at-risk’ deliveries as identified by UPS tracking systems
  • Troubleshooting shipment and delivery issues to provide best service recovery for clients while protecting interests of PlanSource
  • Responsible for fielding inbound customer calls and emails related to shipping and distribution
  • Maintain equipment by scheduling required maintenance and repairs with service partners
  • Oversight and collaboration with carrier and equipment service partners to minimize potential exceptions impacting service
  • Oversee and report any internal issues regarding automation of payroll files or invoices to appropriate team for resolution
  • Stock all packing and shipping supplies and reorder before stock is depleted
  • Run monthly tax reconciliation reporting and create cases to Tier II for any error reports
  • Prepare monthly shipment reports
  • Project manage printing and mailing of W2’s each year for all clients maintaining same accuracy measures used for payroll checks/advices
  • Cross-train to possess the ability to support all functions within the department during shipment downtime
  • May be deployed to other operational centers in UT or MN for business continuity during natural disasters impacting Central Florida.
US-FL-Orlando

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 looking for an experienced Senior 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 need.  You will also drive increased value to client relationships and to exceed budgeted retention rate and maximize revenue per client.   Responsible for exceeding budgeted retention rate and maximizing revenue per client.

 

About the Senior Account Manager

In this role you will establish and maintain relationship with all key Decision Makers / Executive Level client contacts for strategic planning and upsell opportunities.  You will manage and/or participate in the account implementation process serving as technical and process best practices expert and helping build expectations for future relationship.

 

In addition, you will:

  • Provide leadership and coaching for Account Managers and Technical Services Consultants.
  • Work with their aligned team to resolve escalations.
  • Responsible for Account Management client assignments.
  • Determine Client priorities.
  • Visit clients on a quarterly basis to perform Stewardship meetings.
  • Work with the AVP of Account Management to develop client strategies.
  • Partner with Ongoing Service Teams to deliver high quality services to Client.
  • Bring subject matter experts from the organization into client relationship as needed to address specific issues / projects.
  • Partner with Ongoing Service Teams to deliver high quality services to Client.
  • Bring subject matter experts from the organization into client relationship as needed to address specific issues / projects.
  • Determine Client Priorities
  • Establish point of escalation contact with day to day contacts at Client Company.
  • Meet at least quarterly with day to day contacts to review service level agreements and proactively solicit feedback on team performance.
  • Drive continual efficiency and value to the relationship by implementing additional system functionality / processes.
  • Continually seek opportunities to increase revenue by up-selling additional service offerings or converting additional employer groups.
  • Maintain documentation regarding client activity and responsible for updating all client documentation including client action plans and CRM cases.
  • Act as project manager / coordinator for all client special projects including annual open enrollment.
  • Participate with and coordinate with other departments regarding client specific issues including billing and collections.
  • Solicit sales leads from client.
  • Communicate, negotiate, and manage contractual changes with clients.
  • Reintroduce Account Teams as necessary.
  • Develop metrics to report to clients.
  • Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager. 

 

Management Duties:

  • Manage the Account Management Team.
  • Define and measure variable compensation programs for team members
  • Analyze, assign and maintain client levels based on annual gross profit
  • Define goals and objectives for and orchestrate Account Management’s involvement in the annual Open Enrollment process
  • Coordinate all department training efforts
  • Serve as Account Manager for designated accounts
  • Serve as point of escalation on client issues
  • Assisting sales reps on sales calls when the Account Management component is key part of sale
  • Develop metrics to report to clients
  • Actively coordinate and participate in large-scale implementations, projects and/or key strategic partnerships
  • Serve as liaison between Account Management department and other departments in the organization (i.e. Sales, Development, etc.)
  • In conjunction with Customer Service, maintain referenceable client information.
  • 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

 

US-FL-Orlando

PlanSource is a high-growth software company headquartered in Orlando, Florida with offices inSalt Lake City, Minneapolis, Charleston, Las Vegas and Ada, MI.  We are currently looking for a Client Support Specialist to provide support to brokers and employers utilizing the PlanSource Platform. In this role, you will work closely with the Tier 2 and Senior Client Support Specialists to ensure that client expectations are continually met or exceeded. This position will function as part of the Client Support Services Team responsible for all help desk services.

  

About the Client Support Specialist Position

As a Client Support Specialist, you will provide help desk support to PlanSource Clients including:

  • Respond to client phone calls and emails regarding system-related questions
  • Utilize tools such as GoTo Meeting to assist clients with system issues
  • Engage and coordinate with other PlanSource teams and departments to ensure client issue resolution
  • Read all release notes and technical updates to stay familiar with all system functionality
  • Comply with general and Client specific Service Level Agreements (SLAs)
  • Documentation of client activity (phone calls, emails) via client relationship management tracking software
  • Facilitate client issue/inquiry resolution by working with 3rd parties and health insurance carrier contacts
  • Escalate items that are not resolved in accordance with SLA’s to Tier 2 level colleagues or Team Lead
  • Log tickets in designated system for technical support on reported issues
  • Assist other departments when work load requires, as may be directed by Management
  • Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager. 
  • Other duties as may be deemed necessary by Management
US-FL-Orlando

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 – COBRA to provide support to brokers and employers utilizing the PlanSource COBRA service.   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
US-UT-Salt Lake City

PlanSource was created by successful entrepreneurs and technology leaders who formed the company with a singular goal:  to create cloud-based, user-focused solutions and to leverage the best in technology to help our customers – insurance carriers, brokers, and employers of all types – be more successful by revolutionizing the way that employee benefits, payroll, and HRIS solutions are bought, sold, and managed.

 

We realize that an important part of any successful company is hiring and keeping the best talent available, and our Corporate Values reflect that understanding and reinforce our mission and culture. Those values are:

  • Change is good
  • Empowerment leads to improvement
  • Exceptional Customer Experience
  • Fun is important 

If you're looking for a fast-growing, forward-looking company where you can make a difference, then PlanSource is the place for you.

 

As the Director over PlanSource Contact Center Team, you are responsible in driving key business projects within the growing Contact Center to help improve processes, partnerships and performance. Manage and coach a team of licensed and non-licensed representatives to deliver superior customer service to our consumers. You are responsible for appropriately allocating resources against the needs of the client, team, and business. You will define, oversee and execute against the department's quality initiatives, strategic objectives, and training plans to support continued process and performance improvements. You'll take lead with implementing innovative technology and processes. In addition, you will manage escalated and complex customer service issues.

 

Responsibilities / Duties:

  • Manages operations and activities within the contact center, including capacity planning, hiring, training, and improvement of key performance indicators, management of Contact Center software, performance monitoring/quality assurance, and employee development /mentoring
  • Maintains and improves productivity goals established for the Contact Center based products and services are met daily, monthly, quarterly, and annually
  • Ensures accurate and timely delivery of all Contact Center KPIs reporting metrics to measure and monitor performance
  • Responsible for the establishment of and compliance with best practices as well as continual implementation of process improvements
  • Provides leadership and clear day to day direction for supervisors and agents. Build a team environment through regular contact, communication, onsite meetings and conference contact meetings with management
  • Coordinates with the operations management team to ensure highest levels of customer satisfaction.
  • Coordinates with other functional areas regarding telephony and IT operations reliability and functionality
  • Manage and/or participate in the client Contact Center implementation process serving as project lead and process best practices expert, helping build expectations for future relationship.
  • Works closely with management to develop and implement comprehensive strategies in core business, job competencies and other contact center functions
  • Recruits and retains high-quality staff to keep up with business growth.
  • Conducts regular performance evaluations
  • May be required to work off-shift or occasional travel to other sites for training or as needed
  • Additional tasks may be required as determined by management
US-FL-Orlando

The purpose of this position is to manage the on-boarding process for outsourced employer groups by working with the Broker, Employer Group, Sales Team to gather information about the client’s current Benefit processes, to work with the Configuration Analyst as they configure the Benefits Administration portal and Decision Support (PSHR) tools. Oversee and provide support to the employer group and data team as needed to facilitate electronic transfer of eligibility and payroll information. Work with Configuration Analyst in transitioning the employer group to the Customer Support Team and/or account management for ongoing service. Ensure accountability for the success of assigned projects.

 

US-MI-Ada | US-UT-Salt Lake City | US-FL-Orlando

PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Denver, Minneapolis, Foster City, CA 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.  
US-UT-Salt Lake City

PlanSource is a high-growth software company headquartered in Orlando, Florida with offices inSalt Lake City, Minneapolis, Charleston, Las Vegas and Ada, MI.  We are currently looking for a Client Support Specialist to provide support to brokers and employers utilizing the PlanSource Platform. In this role, you will work closely with the Tier 2 and Senior Client Support Specialists to ensure that client expectations are continually met or exceeded. This position will function as part of the Client Support Services Team responsible for all help desk services.

  

About the Client Support Specialist Position

As a Client Support Specialist, you will provide help desk support to PlanSource Clients including:

  • Respond to client phone calls and emails regarding system-related questions
  • Utilize tools such as GoTo Meeting to assist clients with system issues
  • Engage and coordinate with other PlanSource teams and departments to ensure client issue resolution
  • Read all release notes and technical updates to stay familiar with all system functionality
  • Comply with general and Client specific Service Level Agreements (SLAs)
  • Documentation of client activity (phone calls, emails) via client relationship management tracking software
  • Facilitate client issue/inquiry resolution by working with 3rd parties and health insurance carrier contacts
  • Escalate items that are not resolved in accordance with SLA’s to Tier 2 level colleagues or Team Lead
  • Log tickets in designated system for technical support on reported issues
  • Assist other departments when work load requires, as may be directed by Management
  • Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager. 
  • Other duties as may be deemed necessary by Management
US-FL-Orlando | US-UT-Salt Lake City

PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Denver, Minneapolis, Foster City, CA 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.  
US-FL-Orlando | US-UT-Salt Lake City

This position is 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.

 

Responsibilities / Duties:

  • Establish and maintain relationship with all key decision makers / contacts at Client Company. Relationships need to be established across all levels of client organization, especially executive level.
  • Manage and/or participate in the account implementation process serving as technical and process best practices expert and helping build expectations for future relationship.
  • Partner with Ongoing Service Teams to deliver high quality services to Client.
  • Bring subject matter experts from the organization into client relationship as needed to address specific issues / projects.
  • Establish point of escalation contact with day to day contacts at Client Company.
  • Meet at least quarterly with day to day contacts to review service level agreements and proactively solicit feedback on team performance.
  • Drive continual efficiency and value to the relationship by implementing additional system functionality / processes.
  • Continually seek opportunities to increase revenue by up-selling additional service offerings or converting additional employer groups.
  • Maintain documentation regarding client activity and responsible for updating all client documentation.
  • Act as project manager / coordinator for all client special projects including annual open enrollment.
  • Participate with and coordinate with other departments regarding client specific issues including billing and collections.
  • Solicit sales leads from client.
  • Communicate, negotiate, and manage contractual changes with clients.
  • Reintroduce Account Teams as necessary.
  • Develop metrics to report to clients.
  • 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
US-FL-Orlando | US-UT-Salt Lake City | US-MI-Ada

PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, Charleston, Las Vegas, and Ada, MI. The Dependent Audit Manager works collaboratively with our clients and other departments to ensure the dependent audit project is aligned with business needs, while planning, organizing, and managing both resources and processes in order to achieve client team expectations.

 

About the Dependent Audit Manager Position

In this role you will manage the day-to-day operations of the Dependent Audit Services team, providing direction and coordination to internal and external project teams to accomplish work within schedule and budget.

 

Responsibilities / Duties:

  • Manage change orders and change estimates
  • Provide support in the discovering and managing customer expectations and requirements
  • Organize and conduct regular status meetings with all stakeholders
  • Support continuous improvement efforts to drive greater efficiency of Dependent Audit implementations and operations
  • Proactively communicate project status, issues & risks to management
  • Find and work to remove development and project roadblocks
  • Configuration and testing of the Benefits Administration System as required
  • Maintain long-lasting relationship with PlanSource customers
  • Participate in building the foundation for scaling the Dependent Audit Services business and operational model.
  • Other duties deemed necessary by management

Leadership Duties:

  • Manage the Project Team Resources
  • Monitor and report key performance indicators to leadership
US-UT-Salt Lake City

PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Denver, Minneapolis, Foster City, CA 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.  
US-UT-Salt Lake City

This position is 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.

 

Responsibilities / Duties:

  • Establish and maintain relationship with all key decision makers / contacts at Client Company. Relationships need to be established across all levels of client organization, especially executive level.
  • Manage and/or participate in the account implementation process serving as technical and process best practices expert and helping build expectations for future relationship.
  • Partner with Ongoing Service Teams to deliver high quality services to Client.
  • Bring subject matter experts from the organization into client relationship as needed to address specific issues / projects.
  • Establish point of escalation contact with day to day contacts at Client Company.
  • Meet at least quarterly with day to day contacts to review service level agreements and proactively solicit feedback on team performance.
  • Drive continual efficiency and value to the relationship by implementing additional system functionality / processes.
  • Continually seek opportunities to increase revenue by up-selling additional service offerings or converting additional employer groups.
  • Maintain documentation regarding client activity and responsible for updating all client documentation.
  • Act as project manager / coordinator for all client special projects including annual open enrollment.
  • Participate with and coordinate with other departments regarding client specific issues including billing and collections.
  • Solicit sales leads from client.
  • Communicate, negotiate, and manage contractual changes with clients.
  • Reintroduce Account Teams as necessary.
  • Develop metrics to report to clients.
  • 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
US-FL-Orlando

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.

US-FL-Orlando

 

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 looking for an experienced ACA Support Consultant to become a Subject Manager Expert for ACA and the PlanSource ACA Product. Including but not limited to all of the rules and guidelines from the current laws as well as any new developments in the law.

 

About the ACA Support Consultant Position

 

In this role you will provide support for the PlanSource’s Affordable Care Act (ACA) product. Working with the other departments to identify additional needs, troubleshoot problems, consult and complete complex configuration and/or data tasks involving the ACA product. Additionally, during peak open enrollment periods, this position will assist the other departments servicing and/or implementing clients.  You will work closely with the Account Managers and Implementation Project Managers to ensure that client expectations are continually met or exceeded.

 

More about this position:

  • Provide support to existing clients in areas such as:
    • Implement groups on the PlanSource ACA Product
    • Troubleshoot Complex Client Setup Issues
    • Configure the Ben Admin System as Needed (New and Open Enrollment)
    • QA for Partner Vendor Configurations
  • Train client contact on ACA Product
  • Provide “Tier 2” level support to clients on daily issues
  • Attend client meetings as requested to review functionality issues or participate in roll out discussions
  • 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
US-FL-Orlando | US-UT-Salt Lake City

About the Data Analyst Position

In this role you will be responsible for insuring the validity of the data in the PlanSource Benefits Administration System and proactively resolving any potential issues. They will work with both internal and external teams to ensure data is accurate.

 

Additionally, as a Data Analyst you will also:

  • Proactively audit high-profile client files (both inbound and outbound), to identify potential issues
  • Ensure that all internal and external service levels are met in a timely and high-quality manner
  • Resolve escalated issues in a timely manner, including long-term root cause resolution. Ensure timely and accurate delivery of client data.
  • Monitor and prevent potential data impacts caused by system development/releases.
  • Review system setup changes to determine potential data impacts to ensure accuracy.
  • Work to determine root cause of the issues and develop solutions.
  • Partner with EDI and Implementation Teams to ensure consistent use of best practices and processes.
  • Coordinate with programming and development staff for Development of PlanSource system.
  • Maintain subject matter expert status on imports and exports for PlanSource Benefit Admin System. 834 files for example).
  • 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.
US-FL-Orlando | US-UT-Salt Lake City

PlanSource is a high-growth software company headquartered in Orlando, Florida with offices inSalt Lake City, Minneapolis, Charleston, Las Vegas and Ada, MI.  We are currently looking for a Client Support Specialist to provide support to brokers and employers utilizing the PlanSource Platform. In this role, you will work closely with the Tier 2 and Senior Client Support Specialists to ensure that client expectations are continually met or exceeded. This position will function as part of the Client Support Services Team responsible for all help desk services.

  

About the Client Support Specialist Position

As a Client Support Specialist, you will provide help desk support to PlanSource Clients including:

  • Respond to client phone calls and emails regarding system-related questions
  • Utilize tools such as GoTo Meeting to assist clients with system issues
  • Engage and coordinate with other PlanSource teams and departments to ensure client issue resolution
  • Read all release notes and technical updates to stay familiar with all system functionality
  • Comply with general and Client specific Service Level Agreements (SLAs)
  • Documentation of client activity (phone calls, emails) via client relationship management tracking software
  • Facilitate client issue/inquiry resolution by working with 3rd parties and health insurance carrier contacts
  • Escalate items that are not resolved in accordance with SLA’s to Tier 2 level colleagues or Team Lead
  • Log tickets in designated system for technical support on reported issues
  • Assist other departments when work load requires, as may be directed by Management
  • Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager. 
  • Other duties as may be deemed necessary by Management
US-MN-Minneapolis | US-FL-Orlando

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 Senior Project Manager to achieve operational objectives by managing multiple projects. In this role you will prepare, manage and complete project plans, resolves problems, and assist with implementing change as needed. The Senior Project Manager utilizes best practices and standards for project management.

 

About the Senior Project Manager Position

In this role you will work in a matrix environment and in conjunction with the Operations management team to meet division objectives and project timelines. Monitors and reports project metrics to leadership and staff.

                       

Responsibilities / Duties:

  • Work with project stakeholders to define project milestones, deliverables, goals, and deadlines
  • Project manage multiple projects simultaneously across different areas
  • Develop comprehensive project plans utilizing standard formats, tools and processes
  • Track project performance, specifically to analyze the successful completion of short- and long-term goals
  • Report project performance, status, risks and milestones to stakeholders, project team and leadership team
  • Meet budgetary objectives and adjust project constraints based on financial analysis
  • Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager 
  • Provide analysis and solutioning for process and project gaps
  • Ensure projects stay in scope and within the determined timeline
  • Other duties deemed necessary by management
US-FL-Orlando

PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Denver, Minneapolis, Foster City, CA, Charleston, SC, Grand Rapids, MI, Las Vegas and Blacksburg, VA. We are currently looking for an ACA Implementation Project Manager to manage the on-boarding process for outsourced employer groups by working with the Broker, Employer Group, Sales Team to gather information about the client’s current Benefit processes, to work with the Configuration Analyst as they configure the Benefits Administration portal and Decision Support (PSHR) tools.

 

 

About the ACA Implementation Project Manager Position

In this role you will oversee and provide support to the employer group and data team as needed to facilitate electronic transfer of eligibility and payroll information. Work with Configuration Analyst in transitioning the employer group to the Customer Support Team and/or account management for ongoing service. You will ensure accountability for the success of assigned projects.

 

In addition, your responsibilities will include:

  • Manage the turnover process from Sales to Implementation in triage call by gathering all facts and documents utilized during the sales process.
  • Establish a relationship with the employer group and broker contacts
  • Build implementation project timeline and manage meetings/deliverables including preparing agendas, documenting meeting notes and tracking issues.
  • Gather all required supporting documentation from employer group or broker pertaining to on-boarding
  • Coordinate the collection of information and communicate with the appropriate departments within PlanSource and with 3rd party vendors
  • Create billing reports
  • Work with the account contacts as they update all required employer group documentation (CIW)
  • Test the employer group’s Benefits Administration site and resolve identified testing issues
  • Manage the flow/timeline of the implementation to the established deadlines and escalate when necessary
  • Provide reporting updates to internal teams or management
  • Lead employer group meetings to review functionality issues or participate in roll out discussions
  • Provide system training to the broker and employer group’s key Administrative Staff
  • Manage the handoff process from Impl. to Service/Account Management to ensure employer group satisfaction and continuity
  • Retain accountability for successful implementation projects
  • Contribute to and/or maintain Standard Operating Process Documents (SOPS) and other processes performed
  • Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager 
  • All other duties as deemed necessary by management
US-FL-Orlando

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 looking for a Technical Analyst to join our Team. The Technical Analyst will be responsible for working with PlanSource and its partners to design, implement, and maintain optimal data exchange integrations (i.e. batch files, APIs, etc.) as well as other business solutions.  The Technical Analyst will become a seamless extension of the partner’s team and their spokesperson in the coordination of all PlanSource resources ensuring partners receive excellent customer services as well as effective solutions.

 

About the Technical Analyst position

In this role, you are a trusted internal and external partner, providing valuable guidance and communication to PlanSource and its partners regarding enhanced business and data exchange solutions.  The Technical Analyst will coordinate support, feature, and bug tickets, managing each through resolution.  You will be challenged, supported, and have the opportunity to learn a significant amount of human resources and benefit administration technology. You will work in a fast paced, autonomous environment with likeminded people who are passionate about what they do.  Your willingness to learn and your ability to suggest improvements will allow you to grow as PlanSource does and become a key member of our team.

 

Responsibilities / Duties

  • Manage new partner requests, provide direction and coordination to internal and external project teams to accomplish work within schedule and budget.
  • Assist in the design, requirements, testing, and delivery of software solutions
  • Interact with internal and external parties as the ongoing technical support for interface issues
  • Research and resolve data discrepancies from interfaces
  • Provide support in the discovering and managing customer expectations and requirements
  • Organize and conduct regular status meetings with all stakeholders
  • Understand and follow the Product Development Life Cycle (PDLC)
  • Proactively communicate project status, issues & risks to management
  • Find and work to remove development and project roadblocks
  • Maintain long-lasting relationship with partner technical teams
  • Other duties deemed necessary by management

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