Admin Support Associate at Planstin Administration – St George, Utah

Advance Your Career at Planstin

Located in Southern Utah, Planstin is at the forefront of benefits administration and business services. We simplify health insurance for employers and individuals, emphasizing cost-effectiveness and excellent service in a complex market. As our company grows, we’re looking for talented individuals eager to progress in their careers.

About the role

The Admin Support Associate is a critical support role within the Planstin Individual team, focused on delivering a seamless experience for members and affiliates. This position ensures accurate enrollment processing, timely communication, and efficient issue resolution. The ideal candidate is highly organized, responsive, and detail-oriented, with a strong ability to manage multiple tasks while maintaining excellent customer service standards.

What you'll do

• Confirm new member enrollments and distribute portal access links, welcome emails, and secure affiliate enrollment confirmations.
• Handle incoming calls by verifying member details, identifying issues, documenting interactions in real time within the CRM, and routing inquiries appropriately.
• Review CRM notes to determine proper routing of member or affiliate inquiries, ensuring follow-up with the last point of contact or next available team member.
• Monitor shared inboxes (e.g., Solutions Box), assign incoming requests appropriately, and ensure timely follow-up
• Escalate complex or unresolved issues to the appropriate tracking systems (e.g., Asana).
• Review and manage outstanding member issues at the close of each business day to ensure resolution or proper follow-up.
• Send follow-up communications including membership resources, provider directories, and booking links.
• Process membership updates including terminations, cancellations, and age-outs accurately and efficiently.
• Run reports as needed to support team operations and tracking.
• Routinely review internal and external resources (e.g., website, assets) and identify necessary updates or improvements.
• Support ongoing administrative needs related to membership changes and account maintenance.

Qualifications

• Experience in an administrative or customer support role, preferably in a high-volume, fast-paced environment
• Strong attention to detail with the ability to manage and document tasks accurately
• Excellent organizational and time management skills, with the ability to prioritize effectively
• Comfortable handling phone and email communications with professionalism and clarity
• Proficiency with CRM systems and Microsoft Office Suite (Outlook, Teams, Excel)
• Ability to quickly learn and navigate internal systems and tools
• Strong written and verbal communication skills
• Problem-solving mindset with the ability to escalate issues appropriately

Planstin's Employee Benefits:

• 12 paid holidays plus 3 weeks of paid time off to balance work and life.
• Comprehensive insurance coverage including health, dental, vision, and accident plans tailored for your well-being.
• Discounted membership to Zion HealthShare.
• Free membership for you and your dependents to Primestin Care Clinic.
• Invest in your future with a 401k plan backed by a solid 4% match from us.
• Free snacks and regular lunches available onsite.