Cobra Account Manager and Consumer Health Accounts roles

About the role

Join Us at PlanSource: Your Exciting Career Awaits!

At PlanSource, a leading cloud-based provider of benefits administration technology and services, we are on a mission to simplify how people choose, use, and manage benefits through cutting-edge, AI-powered experiences. This is an incredible time to launch your career with us!

Responsibilities

• Client Ownership & Relationship Management

• 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.

• Implementation & Onboarding

• 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.

• Ongoing Service Delivery

• 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.

• Operational Excellence & Process Improvement

• 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.

Requirements

• Required Qualifications

• 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.

• Preferred Qualifications

• 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.

Qualifications

• Required Qualifications

• 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.

• Preferred Qualifications

• 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.

Benefits

What We Offer

• 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.

Pay

Details about pay will be provided during the interview process.

Schedule

Details about schedule will be provided during the interview process.