Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. PlanSource is highly rated with our customers. Be proud of our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs. Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company. Share our values. Be part of a team that values diversity and representation in all levels of the organization.
COBRA Account Manager
Location
United States
Posted
3 days ago
Salary
0
Seniority
Lead
No structured requirement data.
Job Description
COBRA Account Manager
Plansource
Role Description 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 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. 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 - 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. Company Description - Join a company redefining how benefits work. - Our platform powers some of the most complex benefits programs in the market. - Recognized as a top workplace with multiple Great Place to Work certifications. - Career growth opportunities with structured development paths. - A culture rooted in connection, inclusion, and shared success.
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