Client Operations Manager - Plansource - AssuredPartners

At AssuredPartners, Our Wayne, PA office is hiring for a remote Client Operations Manager - PlanSource. In this position, you are responsible for reviewing requirements documentation to build the Plansource administration platform, testing sites to go live, updating sites for open enrollment, testing new system functionality, and coordinating internal teams to ensure internal teams have what they need for accurate data imports, EDI file testing, billing administration, and COBRA administration.

As one of the fastest-growing insurance brokers in the U.S., we are excited to bring on those interested in growing their careers in the insurance industry. Opportunity awaits you with us!  

Why this Role? 

• Build meaningful relationships with clients while providing them with impactful solutions.
• High visibility to Senior Leadership – work alongside Client Services, Sales, and Agency Leadership, who prioritize your learning and development.
• Opportunity for upward mobility and advancement opportunities across AssuredPartners! 

• Configuration for new clients including company organization, benefit policies, and applicable software integrations.
• Coordination with clients and carriers for annual renewals including benefit system updates, testing, and EDI files.
• Data entry during configuration process for new clients and renewals.
• Assist in data integrity reporting by identifying, researching, and resolving data discrepancies. This includes demographic, enrollment, billing, and payroll data.
• Support team in ad hoc reporting activities.
• Identify, research, and resolve system related issues.
• Maintain comprehensive knowledge of insurance plan rules for all plans including but not limited to health, life, disability, and voluntary benefits.
• Maintain comprehensive knowledge of client organization and policies as they relate to benefit and payroll system configuration.
• Assist in user acceptance testing of self-serve webs and system enhancements.
• Represent AP Benefit Advisors in a positive and professional fashion with both internal and external customers.
• Contribute to the team goals by accomplishing related projects.
• Update job knowledge by participating in educational opportunities and reading professional publications.
• Maintain composure and effectiveness under pressure in a deadline driven environment.
• Perform other duties and special projects as assigned.

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary   
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
• Pet benefits & discounts    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners

• Bachelor’s degree or combination of education and/or equivalent work experience
• One year of experience on Plansource preferred
• Insurance knowledge of health, life, and disability plans preferred
• Demonstrated ability to learn new software systems
• Proficient with Microsoft Office products – strong Excel skills required
• Results-oriented with strong attention to detail
• Strong organizational, analytical, communication, and problem-solving skills
• Ability to interact with internal and external customers
• Ability to work independently as well as with a team
• Ability to meet operational deadlines and manage timelines
• Quality focus and skilled multi-tasking
• Professional presentation & attire
• Superior written & verbal communication skills

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!