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.