Strategic HR Client-posted 8 days ago
Full-time • Mid Level
Cincinnati, OH
11-50 employees

Job Opportunity – PlanSource Implementation Specialist with 4myBenefits in Cincinnati, OH Do you thrive in supporting and providing effective solutions to customers? Does being a critical part of the success of a company motivate you? If so, we want to speak with you! We are seeking a PlanSource Implementation Specialist to provide benefit administration configuration support in the New Business Department. In this position, you must ensure that our day-to-day operations run smoothly, especially when they involve collaboration between multiple areas. You will function as the first point of contact and ensure that all documentation and information is available to all parties. Experience is the most important qualification for this job, but we also prefer applicants with a bachelor's degree in a field like business administration or marketing. The PlanSource Implementation Specialist is a key team member. Because the PlanSource Implementation Specialist has personal contact with clients, this individual needs to be comfortable with direct client interaction and project management. This individual is responsible for conducting various aspects of that software implementation process, including needs analysis, configuration, testing, training, and presentation of the software to clients and/or their employees. The candidate must also be meticulous, and deadline driven.

  • 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.
  • PlanSource system configuration experience; required.
  • 1-4 years of professional experience; required.
  • Insurance or healthcare industry knowledge; required.
  • Strong project management, excellent communication, and organizational skills required.
  • Detail orientation and timeliness; required.
  • Ability to prioritize, manage workload and be an initiative-taker; required.
  • Proficiency in Microsoft Word, Excel, and PowerPoint; required.
  • Bachelor's degree in business administration, marketing, or related field; preferred.
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