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What are the key skills and qualifications needed to thrive as a PlanSource Benefits Administration Specialist, and why are they important?

To thrive as a PlanSource Benefits Administration Specialist, you need a solid understanding of benefits administration, HR processes, and often a background in human resources or business. Familiarity with PlanSource software, payroll systems, and benefits management platforms is crucial, and certifications like SHRM-CP can be advantageous. Strong attention to detail, problem-solving skills, and effective communication help you support employees and navigate complex benefits issues. These abilities ensure accurate benefits processing, regulatory compliance, and a positive experience for both employers and employees.

What are some common challenges faced by Benefits Administrators working with PlanSource, and how can they be addressed?

Benefits Administrators using PlanSource often encounter challenges such as managing complex benefits enrollments during open enrollment periods and ensuring data accuracy when integrating with multiple carriers. To address these challenges, it’s important to stay organized, regularly attend PlanSource training sessions, and utilize the platform’s support resources. Collaborating closely with HR and IT teams can also help streamline processes and resolve issues more efficiently, ensuring a smoother experience for both administrators and employees.

What is PlanSource and what does the company do?

PlanSource is a technology company that provides cloud-based software solutions for employee benefits administration. Their platform helps employers and HR professionals manage benefits enrollment, compliance, and employee communications more efficiently. PlanSource streamlines the process of offering, enrolling, and managing benefits, making it easier for organizations to handle complex benefits programs and ensure regulatory compliance. Their solutions are used by companies of various sizes and industries to enhance the employee benefits experience.

What is the difference between Plansource vs Benefits Administrator?

AspectPlansourceBenefits Administrator
Primary RoleProvides benefits management software solutions for employers and insurersManages employee benefits programs, including enrollment and communication
Work EnvironmentSoftware companies, HR tech providersCorporate HR departments, insurance firms
CredentialsIT, software, or HR certifications often preferredHR certifications like CEBS, benefits-specific training
Industry UsageUsed by HR tech vendors and benefits platformsUsed within organizations for benefits administration

Plansource focuses on providing benefits management software solutions, while Benefits Administrators handle the day-to-day administration of employee benefits programs. Both roles are essential in the benefits industry but serve different functions—one from a technology perspective and the other from an operational perspective.

What are popular job titles related to Plansource jobs in Ohio? For Plansource jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Plansource jobs in Ohio look for? The top searched job categories for Plansource jobs in Ohio are:
Plansource jobs near you
Infographic showing various Plansource job openings in Ohio as of July 2026, with employment types broken down into 100% Full Time. Highlights an 93% Physical, and 7% Remote job distribution.
Benefits Specialist

Benefits Specialist

Resilience Group

Cleveland, OH

$75K - $95K/yr

Full-time

Medical, Dental, Vision, Life

Posted 24 days ago

Job description


Responsibilities


  • Process enrollments and annual updates into the HRIS including enrollments and changes for group life including GUL, GVUL, and disability insurances from Personnel Action Notices (PAN’s), benefit enrollment forms, benefit change forms and correspondence. Notify payroll of premium deduction requirements.
  • Complete all activities related to the Affordable Care Act (ACA) including annual notifications, monthly eligibility administration, and electronic IRS filing and any state filings.
  • Reconcile accounts and pay monthly premiums for Health, Dental, Vision, group life including GTL, VAIP, GUL, GVUL, and disability income insurances.
  • Communicate with professional and support staff as well as insurance carriers relating to general coverage and issues.
  • Perform daily audit of Benefit Administration system within HRIS.
  • Answer questions regarding Health, Dental, Vision, LTC, group life including AD&D, VAIP, GUL, GVUL, and long-term disability benefits.
  • Coordinate LTD claims with carrier and communicate claim requirements with claimants.
  • Update new hire benefit orientations and conduct said orientations. Assist with year-end promotion and new partner processing.
  • Prepare annual benefit audits.
  • Assist with benefit mailings as required, including annual credible coverage notifications.
  • Calculate and enter new premiums for life insurances; maintain partner, senior partner, and of counsel premiums in the HRIS. Inform payroll of premium deduction changes/additions.
  • Coordinate the administrative aspects of the annual benefits open enrollment process, including update open enrollment materials and other duties as required.
  • Other duties as requested and assigned.

Requirements


  • Bachelor’s degree and a minimum of 5 years of related benefits experience is required.
  • Prior ACA administration experience is required.
  • Ability to read and interpret documents such as plan documents, summary plan descriptions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively to all levels of professional and support staff.
  • Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages.
  • Ability to apply concepts of basic accounting and recordkeeping.
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
  • Working knowledge of personal computer applications including HRIS and Microsoft Office Suite—Word, Excel, and PowerPoint.
  • Working knowledge of UKG preferred; Benefits Administration (PlanSource) is a plus.