Benefit Specialist - Dayton Office

McGohan Brabender

Position: Benefit Specialist

About Us:

McGohan Brabender is renowned for recruiting top-tier talent within the employee benefits industry. As one of the nation's largest employee-owned (ESOP) benefit firms, we are true entrepreneurial disruptors in the field. Our team embodies agility, serving as advisors, financial strategists, and innovative problem solvers.

Our corporate culture is infectious, grounded in our unwavering commitment to fostering a diverse and inclusive workplace where every individual is accorded the utmost dignity and respect. At the core of all our values, whether in life or business, lies our dedication to people. We wholeheartedly encourage everyone to bring their authentic selves to work every single day.

About the Role:

As a Benefit Specialist at McGohan Brabender, you will be at the forefront of our mission to provide comprehensive benefit solutions to our clients. As part of an Account Management team, you will collaborate closely with clients, insurance carriers, and internal teams to design, implement, and manage employee benefit programs that align with our clients' objectives and meet the needs of their workforce.

We believe that with the right attitude, a commitment to learning, and a passion for helping others, you can excel in the role of Benefit Specialist, even if you haven't previously worked in the insurance or benefits industry. We are committed to providing comprehensive training and professional development opportunities to help you succeed in your role and contribute to our mission of delivering exceptional benefit solutions to our clients.

Key Responsibilities:

1. Client Support: Act as a trusted partner to our clients, conduct needs assessments, and offer exceptional customer service by responding to day to day service issues, scheduling client meetings and answering questions in a timely manner.

2. Compliance and Regulatory Expertise: Compose templated compliance emails to send to clients, ensuring they remain in adherence.

3. Employee Education and Engagement: Create, design, facilitate, and present open enrollment materials for meetings with clients, empowering employees to make informed decisions about their benefits. Open enrollment materials include, but are not limited to, open enrollment PowerPoints, Xplore websites, and/or Benefit Overviews. Will also create communication pieces throughout the year using AccelerateGo, in addition to creating benefit guides.

4. Vendor Management: Manage relationships with insurance carriers, third-party administrators, and other benefit providers to ensure seamless service delivery.

5. Benefits Administration: Oversee benefit enrollment, changes, and terminations, maintaining accurate records and addressing employee inquiries.

6. Technology Utilization: Stay informed on benefits technology platforms clients may utilize to streamline administration and enhance employee and client experiences. Additionally, take full advantage of the Microsoft Office Suite, including Excel, Publisher, and PowerPoint. Will also use SalesForce CRM software to update account details, renew policies, and audit information.

8. Quoting Management: Assist Account Managers with the quoting process by preparing presentations and documents, gathering census information, and guiding the client through the FormFire process.

9. Policy Implementation: Manage the implementation of new benefit policies by acting as the liaison between the carrier and the client; assist the client with installation paperwork, terminate any prior policies, and request a deductible credit report and certificate of coverage for the new policy.

Qualifications:

• Bachelor's degree preferred.
• Self-starter who will take initiative in meeting client's needs.
• Exceptional communication (both oral and written) and interpersonal skills.
• Client-centric mindset.
• Detail-oriented with excellent organizational and project management abilities.
• Proficiency in Microsoft Office Suite.
• Ability to work independently and collaboratively within a team.
• Comfortable presenting in front of groups (once knowledge base is acquired).