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Job Locations 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
Job Locations US-UT-Salt Lake City
PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, Charleston, Las Vegas and Grand Rapids, MI.  We are currently looking for a Contact Center Representativeto provide support to employees/consumers, utilizing the PlanSource Platform. Ensure that client expectations are continually met or exceeded.   About the Contact Center Representative Position As Contact Center Representative you will provide help desk support through phone, email and chat services while supporting general questions related to utilizing the online enrollment software   Your responsibilities will include: - Document client activity (calls, emails, chat) via CRM tracking software - Research information and contact clients when follow-up as required. Research can involve a number of resources, such as asking other team members, using online databases, reviewing documentation, or asking other knowledge experts within PlanSource - Facilitate client issue/inquiry resolution by working with 3rd parties and health insurance carrier contacts - Provide professional and courteous service to every caller and ensure issues are resolved in a timely manner and escalate issues to appropriate resources, as necessary to ensure resolution - Escalate items that are not resolved in accordance with SLA’s - Additional tasks may be required as determined by management
Job Locations 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 Benefits 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 Benefits 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.  
Job Locations US-UT-Salt Lake City
PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, and Charleston SC. 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
Job Locations US-FL-Orlando
PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, and Charleston SC. 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
Job Locations US-FL-Orlando
PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Denver, Minneapolis, San Mateo, CA and Charleston, SC.  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
Job Locations 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 Grand Rapids, MI. We are currently looking for a Benefits Administration 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.  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.   About the COBRA Benefits Administration Implementation Project Manager Position In this role you manage the turnover process from Sales to Implementation in triage call by gathering all facts and documents utilized during the sales process.  You will ensure accountability for the success of assigned projects while establishing a relationship with the employer group and broker contacts.   In addition, your responsibilities will include: - 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 COBRA Configuration Analyst as they update all required employer group documentation - Test the employer group’s COBRA Benefits Administration site and in partnership with the Configuration Analyst, 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 Implementation 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
Job Locations US-FL-Orlando
PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, Charleston, SC, and Ada, MI. We are currently looking for a COBRA Benefits Administration Implementation Configuration Analyst 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.    About the COBRA Benefits Administration Implementation Configuration Analyst Position In this role you will provide support to the COOBRA Implementation Project Manager by handling all aspects of data configuration, import, and updates as it pertains to an employer group’s COBRA and their COBRA qualified beneficiaries. You will work closely with Implementation Project Manager to for 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: - In partnership with the Implementation Project Manager, support in gathering all facts and documents utilized during the sales process. - Configuration and test the employer group’s COBRA Benefits Administration site - Work with QA on configuration audits - Download employer group census, and upload into the COBRA system   - In partnership with the Implementation Project Manager, support the flow/timeline of the implementation to the established deadlines and escalate when necessary -  Support the EDI Team on managing the implementation of all electronic interfaces requested by the employer group. - Resolve employer group data discrepancies and validation report errors - In partnership with the Project Manager, support the handoff process from Implementation to Service/Account Management to ensure employer group satisfaction and continuity - Retain accountability for successful implementation projects - Backup to Implementation Project Manager - 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  
Job Locations US-MN-Minneapolis
PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Denver, Minneapolis, Charleston, Las Vegas and Grand Rapids, MI.  We are currently looking for a Service Manager, Ancillary Benefits to manage specialists providing support to the brokers and employers utilizing COBRA, FSA and ACA services.   About the Service Manager, Ancillary Benefits Position In this role, you will work closely with the VP of Quality Process and Operational Delivery, EDI Team Manager, Account Managers, and Implementation Team Manager to ensure that client expectations are continually met or exceeded. Manage and coach a team of Account Managers to deliver superior customer service to our consumers who utilize our reimbursement account, COBRA, and/or ACA administration services. You are responsible for appropriately allocating resources against the needs of the client, team, and business. You will oversee and execute against the department's quality initiatives, strategic objectives, and training plans to support continued process and performance improvements. You'll assist with implementing new technologies and processes. You will define and manage against key department metrics. In addition, you will manage escalated and complex customer service issues.   Your responsibilities will include: - Manage operations and activities within Ancillary Benefits (Reimbursement Accounts/COBRA/ACA) - In charge of scheduling, hiring, training, and improvement of key performance indicators - Manage software used by these teams in conjunction with the Product Team - Monitor performance, quality assurance, and employee development/mentoring - Ensure that productivity goals established for these services are met daily, monthly, quarterly, and annually - Responsible for the establishment of and compliance with best practices as well as continual implementation of process improvements - Provide leadership and clear day to day direction for direct reports - Build a team environment through regular contact, communication, onsite meetings and conference contact meetings with management - Coordinate with operations management team to ensure highest levels of customer satisfaction - Coordinate with other functional areas who provide support to the reimbursement account, COBRA and ACA administration teams - Work closely with management to develop and implement comprehensive strategies in core business, job competencies and other ancillary service functions - Recruit and retain high-quality staff to keep up with business growth - Ensure accurate and timely delivery of all reporting metrics to measure and monitor performance - 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.  
Job Locations US | US-FL-Orlando | US-MI-Ada | US-MN-Minneapolis | US-UT-Salt Lake City
PlanSource is a high-growth software company headquartered in Orlando, Florida with offices throughout the U.S. including Salt Lake City, Minneapolis, Charleston, Las Vegas and Ada, MI. We are looking for a Director of National Accounts.  PlanSource sells through insurance brokers and carriers, and does not sell direct to employers, so this position is focused on growing our existing book of business through our National Accounts and their regional offices.   This role is highly visible and important at PlanSource, and involves collaborating with various internal departments including Implementation, Account Management, and Marketing. The Director of National Accounts will be a remote position and will report directly to the AVP of National Accounts.   About the Position As the Director of National Accounts, you will be responsible for increasing the number of Benefit Administration and Human Capital Management (HCM) lives with PlanSource and specifically within National Accounts. This is accomplished through deep and focused key account management, thought leader development, creating value based solutions, customizing tools, co-marketing, and aligning resources to customer needs. The successful Director of National Accounts will gain deep account knowledge, become an integrated partner and establish value beyond product offerings. High performing team members will work closely with both the Implementation Project Lead to integrate Benefit Administration and Human Capital Management lives in all key functional areas within the National Account. Key competencies include the ability to identify opportunities to bring added value to key accounts, assess business needs, execute new strategies and tactics, effective customer communication across multiple layers of management (including C Suite level), implement account plan development and execution, and develop and present strategic plans.   The Director of National Accounts will: - Achieving growth targets as defined by the AVP of National Accounts. - Establish and maintain relationship with all key decision makers and contacts for National Accounts.     Relationships will need to be established across executive levels. - Understand that large partners will have unique requirements that will potentially require flexibility and more integrated work flows and systems. Work to accommodate unique National Accounts needs while ensuring a level of rigor and scalability that ensures high quality and efficient results. - Maximize sales opportunities by recognizing how National Accounts prospective customers can get the most out of our product portfolio and suggest solutions to help each regional office capitalize on opportunities. - Work closely with Implementation Project Leads to implement and manage strategic initiatives. - Identify and create initiatives to help broker’s improve their business processes and remove roadblocks within both Sales and Operations. - Create strategies to overcome weaknesses, minimize competitive threats, capitalize on their strengths, and identify opportunities at the corporate and regional levels. - Create sales and marketing strategies to include materials, communications, and demonstrations and/or seminars, with the Marketing department’s support. - Lead National Account meetings to review current functionality issues and identify potential upcoming issues. Participate, partner with, and contribute towards providing immediate workarounds and long term resolutions and prevention. - Assist the Sales department with large client presentations and site visits. - Become an expert in PlanSource’s products & services. - Provide reporting updates to internal teams and management. - Contribute to and 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. - Track opportunities – ensure that all potential customers and other opportunities are tracked in Salesforce and each interaction is logged. - Determine client priorities across National Accounts Channel. - Visit National Accounts on a quarterly basis to perform Stewardship/Quarterly Business Review (QBR) meetings. - Work with the AVP of National Accounts and AVP of Account Management to develop client strategies. - Partner with Ongoing Service Teams to deliver high quality services to each client. - Bring subject matter experts from the organization into client relationship as needed to address specific issues and projects. - Maintain client activity utilizing our internal CRM (Salesforce). - Participate with and coordinate with other departments regarding client specific issues including billing and collections. - Solicit sales leads from clients. - Communicate, negotiate, and manage contractual changes with clients. - Develop metrics to report to National Accounts. - All other duties as deemed necessary by management.
Job Locations 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 Senior 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 Senior 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 Senior 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
Job Locations 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, SC, Grand Rapids, MI, and Las Vegas. 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 – COBRA/Direct Billing Position As a Client Support Specialist – COBRA/Direct Billing, you will be expected to perform the following duties: - Establish and maintain relationships with key clients and/or brokers as assigned. - Responsible for ensuring that clients remain compliant with COBRA Regulations as set forth by the US Department of Labor. - Answer questions regarding COBRA and/or Direct Billing for participants/clients. - Work with the assigned Account Management team to resolve any outstanding issues and participate in any required meetings. - Maintain proficiency in the COBRA/Direct Billing Administration software and work with vendor as needed. - Provide initial and on-going training to groups using the COBRA/Direct Billing Administration software. - Coordinate with Premium Specialists with any questions or concerns regarding Monthly Remittance. - Notify the Finance Department to changes regarding one-time or ongoing service fees. - Provide QA review of annual renewal and ensure open enrollment packets are sent timely. - Work with the Carrier Connect team to correct/investigate coverage issues for participants and work with the insurance carriers as needed. - Oversee COBRA Administration and/or Direct Billing process, including sending Initial Notices, Qualifying Event Notice, or other needed notices.  - Receive reports from COBRA/Direct Billing Administration software and process changes within the PlanSource system. - Communicate internally with Carrier Connect team to timely enroll or terminate employees from coverage.   - If necessary, post payments to participant files and send letters when payments are not correct.    - Receive monthly audit discrepancies from the EDI teamand investigate and/or make changes where necessary. - Complete other job duties as assigned.
Job Locations US-UT-Salt Lake City | 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 Grand Rapids, MI. We are currently looking for Project Manager to achieve operational objectives by managing multiple projects.   About the Project Manager Position In this role you will prepare, manage and complete project plans, resolve problems, and assist with implementing change as needed. You will utilize best practices and standards for project management. The Project Manager works in a matrix environment and in conjunction with the Operations management team to meet division objectives and project timelines. You will monitor and report 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
Job Locations 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 Managerto 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  
Job Locations 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. The Premium Administrator will act as the primary point of contact for Billing Reconciliation Services clients for all billing and eligibility related issues.   About the Premium Administrator Position In this role you will complete monthly reconciliations and/or billing reports for all healthcare benefits, preparing detailed reports for distribution to group health/welfare carriers, brokers, and clients.   You will be responsible to perform frequent audits of the database versus group health/welfare carrier billings to ensure accurate charges.   Responsibilities / Duties: Key responsibilities of the position include, but are not limited to: - Provide team support for internal quality control reviews - Participate in yearly open enrollment updates for Billing Reconciliation Services clients - Ensure billing support is provided within applicable Service Level Agreements and other contractual requirements. - Work closely with employers/carriers and internal teams to resolve billing and enrollment related issues - Assist with other duties and projects as required
Job Locations US | US-FL-Orlando | US-MI-Ada | 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.
Job Locations US-UT-Salt Lake City
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 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
Job Locations 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, Charleston, SC, Grand Rapids, MI, Las Vegas and Blacksburg, VA. We are currently looking for a Contact Center Representativeto provide support to employees/consumers, utilizing the PlanSource Platform. Ensure that client expectations are continually met or exceeded.   About the Contact Center Representative Position As Contact Center Representative you will provide help desk support through phone, email and chat services while supporting general questions related to utilizing the online enrollment software   Your responsibilities will include: - Document client activity (calls, emails, chat) via CRM tracking software - Research information and contact clients when follow-up as required. Research can involve a number of resources, such as asking other team members, using online databases, reviewing documentation, or asking other knowledge experts within PlanSource - Facilitate client issue/inquiry resolution by working with 3rd parties and health insurance carrier contacts - Provide professional and courteous service to every caller and ensure issues are resolved in a timely manner and escalate issues to appropriate resources, as necessary to ensure resolution - Escalate items that are not resolved in accordance with SLA’s - Additional tasks may be required as determined by management
Job Locations US-MI-Ada
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 a Contact Center Representativeto provide support to employees/consumers, utilizing the PlanSource Platform. Ensure that client expectations are continually met or exceeded.   About the Contact Center Representative Position As Contact Center Representative you will provide help desk support through phone, email and chat services while supporting general questions related to utilizing the online enrollment software   Your responsibilities will include: - Document client activity (calls, emails, chat) via CRM tracking software - Research information and contact clients when follow-up as required. Research can involve a number of resources, such as asking other team members, using online databases, reviewing documentation, or asking other knowledge experts within PlanSource - Facilitate client issue/inquiry resolution by working with 3rd parties and health insurance carrier contacts - Provide professional and courteous service to every caller and ensure issues are resolved in a timely manner and escalate issues to appropriate resources, as necessary to ensure resolution - Escalate items that are not resolved in accordance with SLA’s - Additional tasks may be required as determined by management Hours for this position are Monday - Friday 8am-5pm

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