2 openings on same team:
1) Cobra Account Manager - you can apply via Linkedin link or directly via plansource.com - Careers site.
2) Consumer Health Account Manager - please apply directly on via plansource.com - Careers site.
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!
The COBRA Account Manager is responsible for the end-to-end management of COBRA client accounts, including implementation, onboarding, vendor transitions, client risk management, and ongoing service delivery. Comfort operating in a changing environment where processes, systems, vendors and/or responsibilities may evolve. This role serves as the primary client contact and ensures accurate, compliant, and high-quality administration of COBRA programs.
This position partners cross-functionally with Implementation, Operations, Compliance, and Technology teams to deliver a seamless client experience from initial setup through ongoing support.
Key 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.
About You
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.
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The Consumer Health Accounts (CHA) Account Manager is responsible for managing the implementation and ongoing service delivery of consumer-directed health programs, including FSA, HSA, and HRA accounts.
This role serves as the escalation and governance contact, ensuring operational excellence, regulatory compliance, and a high-quality participant experience across all CHA services.
Key Responsibilities
Client Ownership & Relationship Management
- 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.
Implementation & Onboarding
- 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.
Ongoing Service Delivery
- 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.
Operational Excellence & Compliance
- 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.
Required Qualifications
- 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.
Preferred Qualifications
- 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.
About You
Required Qualifications
- 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.
Preferred Qualifications
- 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.
What We Offer
At PlanSource, benefits are at the core of what we do, and we understand their impact on our employees and their families. That’s why we’ve designed our benefits program to support overall wellbeing across health, financial security, career growth, and work‑life balance.
- 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.
Top 5 Reasons to join PlanSource
#5: Be part of what’s next in benefits technology
#4: Make an impact with technology our customers trust
#3: Be recognized, supported, and set up to thrive
#2: Grow your career with intention
#1: Be part of a culture built on connection and impact
NOTE: We will consider a remote employee for approved cities PlanSource can accommodate.
If you’re selected, you’ll receive your offer and be asked to complete a background check. This will include a drug screen, criminal record search and verification of previous employment and/or education.
Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of PlanSource will only contact you from an email address ending in @plansource.com. PlanSource will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you’ve encountered a recruiting scam, report it to the Federal Trade Commission and your state’s Attorney General.
REF 4839 - Cobra Account Manager
REF 4840 - Consumer Health Account Manager
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June 2026