COBRA Account Manager

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!

Role Overview 

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.

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.

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 planswith 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 

Join a company redefining how benefits work. Backed by Vista Equity Partners, PlanSource is continuously investing in innovation, bringing together AI, automation, and human insight to simplify complex processes and deliver real outcomes. This is your opportunity to build the future of benefits at scale.

#4: Make an impact with technology our customers trust 

Our platform powers some of the most complex benefits programs in the market, and our customers rely on us to get it right. From a unified benefits ecosystem to AI-driven decision support, everything we build is designed to deliver clarity, confidence, and measurable impact for the people who use it every day.

#3: Be recognized, supported, and set up to thrive

We believe great work deserves recognition and real support. From meaningful rewards and recognition programs to a comprehensive approach to employee support, we invest in helping our people perform at their best and feel valued along the way.

Recognized as a top workplace, PlanSource has earned multiple Great Place to Work certifications and numerous awards, including Best Company for Culture, Work-Life Balance, and Compensation, reinforcing our commitment to an exceptional employee experience.

#2: Grow your career with intention

At PlanSource, career growth doesn’t happen by accident. With a strong track record of internal mobility, structured development paths, and opportunities to take on new challenges, you’ll have the support and flexibility to build a career that evolves with you.

#1: Be part of a culture built on connection and impact

Our culture is rooted in connection, inclusion, and shared success. Guided by our S.O.U.R.C.E. values, we lead with service by putting others first, approach challenges with optimism, and act with urgency to drive meaningful outcomes. We hold ourselves accountable through reliability, continuously grow through curiosity, and operate with efficiency to maximize the impact of our work. Here, diverse perspectives are valued and they directly shape how we collaborate, innovate, and deliver an exceptional experience for our customers.

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.

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June 2026