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4myBenefits · 1 day ago

PlanSource Implementation Specialist

Cincinnati Metro

Full-time

Onsite

Entry, Mid Level

1+ years exp

4myBenefits is a leading provider of benefits administration and enrollment software, seeking a PlanSource Implementation Specialist to support benefit administration configuration. This role involves client interaction, project management, and various aspects of the software implementation process, ensuring smooth operations and effective solutions for customers.

FinanceInsuranceInsurTech

Hiring Manager

Anne England

Responsibilities

Function as the vital information source between 4myBenefits and our clients

Establish and maintain effective relationships with our clients, primarily through phone and email

Manage deadlines and progress to ensure the project is delivered on time

Organize, gather, and ensure all documentation/information is available to all parties

Provide effective administrative support

Configure the back-end technology for the benefit administration platform

Responsible for conducting various aspects of the software implementation process, including configuration, testing, training, and presentation of software to clients

Ability to thoroughly learn applicable software tools

Creation and configuration of new client websites (using third-party software)

Testing and auditing of configured software to ensure proper functioning

Qualification

PlanSource configurationInsurance knowledgeProject managementMicrosoft Office proficiencyDetail orientationCommunication skillsOrganizational skillsInitiative-taking