COBRA Account Manager

Plansource • UNAVAILABLE, UNAVAILABLE

12h • Remote

About The Position

PlanSource is a leading cloud-based provider of benefits administration technology and services, aiming to simplify how people choose, use, and manage benefits through AI-powered experiences. 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. This role requires comfort operating in a changing environment where processes, systems, vendors, and/or responsibilities may evolve. The position serves as the primary client contact, ensuring accurate, compliant, and high-quality administration of COBRA programs. This role partners cross-functionally with Implementation, Operations, Compliance, and Technology teams to deliver a seamless client experience from initial setup through ongoing support.

Requirements

• 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.

Nice To Haves

• 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.

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, and 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, and 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed