Note: The job is a remote job and is open to candidates in USA. PlanSource is a leading cloud-based provider of benefits administration technology and services, and they are seeking Account Managers for COBRA and Consumer Health Accounts. The roles involve managing client accounts, overseeing implementations, and ensuring high-quality service delivery and compliance with regulations.
Responsibilities
- Serve as the escalation and governance point of contact for COBRA customers
- Build and maintain strong client relationships with a focus on service quality and retention
- Lead recurring service reviews and proactively identify risks and improvement opportunities
- Support and/or Lead client onboarding and implementation activities for COBRA services
- Coordinate with internal teams to ensure:
- Accurate eligibility and plan configuration
- Timely file setup and integration readiness
- Completion of compliance-related setup requirements
- Validate readiness for go-live and ensure a smooth implementation experience
- Provide client training and transition to steady-state operations
- Own client outcomes across implementation, migration, stabilization, and steady-state service delivery including:
- Qualifying event processing
- Election notices and timelines
- Premium billing and payment tracking
- Monitor service performance against SLAs and internal KPIs
- Ensure compliance with COBRA regulations and audit requirements
- Identify and drive resolution of data discrepancies or processing issues
- Identify opportunities to improve efficiency, accuracy, and client experience
- Participate in audit remediation, data clean-up initiatives, and process standardization efforts
- Maintain detailed documentation of client configurations and processes
- Partner with Product/Tech teams to escalate system gaps and enhancement needs
- Serve as the primary contact for CHA services
- Build strong partnerships focused on retention and service satisfaction
- Lead service reviews, track deliverables, and proactively manage client expectations
- Own issue resolution and coordinate cross-functional support as needed
- Lead implementation of FSA, HSA, and HRA programs, including:
- Plan configuration and eligibility setup
- Contribution and funding rules
- Debit card and claims processing setup
- Coordinate with internal teams and external partners to ensure readiness
- Validate data integrity and plan design prior to go-live
- Deliver client training and ensure a successful transition to ongoing support
- Owns client outcomes across CHA implementation, stabilization, and ongoing service delivery including:
- Claims processing and substantiation
- Contribution tracking and reconciliation
- Participant issue resolution
- Monitor and manage compliance with IRS and regulatory requirements
- Track service performance metrics and identify gaps, risks, and recurring issue trends
- Ensure accuracy and compliance in all account administration activities
- Support audits, non-discrimination testing coordination, and data validation efforts
- Maintain accurate documentation of plan rules, funding processes, client configurations, exceptions, risks, and standardization efforts
- Identify recurring issues, determine root cause, and drive process improvements to enhance accuracy, efficiency and participant experience
Skills
- 3–5+ years of experience in COBRA administration
- Strong understanding of COBRA regulations and compliance requirements
- Experience supporting client implementations and ongoing service delivery
- Ability to maintain accurate documentation of client configurations, workflows, risks, exceptions, and repeatable SOPs
- Excellent client-facing communication and relationship management skills
- Strong problem-solving, organization, and attention to detail
- Ability to manage multiple clients and priorities in a fast-paced environment
- 3–5+ years of experience in consumer-directed health accounts (FSA, HSA, HRA) or benefits administration
- Strong understanding of IRS regulations and compliance frameworks
- Experience supporting implementations and ongoing account management
- Excellent client communication and stakeholder coordination skills
- Strong analytical and problem-solving capabilities
- Experience working with COBRA platforms
- Working knowledge of eligibility file, data validation, or EDI/834 concepts
- Experience with data audits, configuration reviews, vendor migrations or platform conversions
- Knowledge of audit practices and regulatory reporting
- Experience working with custodial partners and card processors
- Familiarity with claims adjudication and substantiation processes
- Experience with benefits platforms (PlanSource, Alegeus, WEX, etc.)
- Comfort working in a changing environment including platform, vendor, process, and operational model changes
Benefits
- Comprehensive health coverage with multiple medical plan options - all covering 100% of in-network preventive care.
- Employer‑funded Health Savings Account (HSA) - up to $1,000 annually for family coverage.
- Dental & Vision plans with 100% coverage for routine dental care and $250 vision frame allowance, plus employee-only vision premiums at $0.
- 401(k) with immediate vesting and a 50% company match up to 6% of contributions.
- Generous paid parental leave, adoption assistance, and fertility benefits.
- Flexible PTO, paid holidays, a strong culture of work‑life balance and Flex Fridays in the summer.
- Mental health & wellbeing support, including Employee Assistance Program (EAP), movement and wellness resources.
- Rewards and recognition programs that celebrate employees through peer recognition, awards, and quarterly recognition initiatives.
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