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Daybright Financial · 14 hours ago

Employee Benefits Specialist - Broker Channels

Wayne, PA

Full-time

Hybrid

Entry, Mid Level

$70K/yr - $70K/yr

2+ years exp

Daybright Financial is one of the largest independently owned insurance brokerage firms in the country, providing a full range of employee benefits, compliance, and HR consulting services. They are currently seeking an Employee Benefits Specialist to manage client accounts, resolve service issues, and oversee various benefits administration tasks.

Financial ServicesInsuranceRetirement

Responsibilities

The Account Manager is responsible for delivering high-quality and efficient service to clients through the day-to-day account management of an assigned book of business

Resolve client service issues and concerns directly and escalate client concerns when appropriate

Project manage cross-segment and cross-functional initiatives (including Call Center projects, benefit administration builds, and other teams internal and external etc.)

Collect required information for obtaining benefit plan pricing from insurance carriers and collaborate with and supervise assigned third party service providers assigned to the client

Educate clients on applicable market trends and advise clients on employee benefits news

Review and summarize benchmarking content and create relevant materials based on client life cycle/industry trends

Manage renewal administration for client, including preparing presentations, benefit guides, and enrollment meeting materials, text message campaigns and website builds, delegating to more junior associates as appropriate

Work directly with clients and carriers on initiatives such as renewal review and negotiation, Requests for Proposal, Open Enrollment planning, and claims handling

Analyze and compare carrier quotes and coverage offerings

Examine and analyze potential plan design and benefit cost changes

Work with carriers to implement agreed upon coverages for clients

Support in the creation of client communication materials (e.g. Benefit Guides, email campaigns, text message campaigns, microsites, employee surveys)

Play key role in the delivery of annual enrollment to client employees

Perform technical and consultative review of client materials, ensuring that they are high-quality and aligned with client guiding principles/benefits objectives

Manage and process enrollments at the carrier level, delegating to more junior service team members as appropriate

Manage benefits administration communications & implementation/renewal processes

Manage Practice Management (Dynamics 365) activities, new client set-up, policy loads, policy changes, and policy renewals

Contribute to the development of junior staff

Contribute to key business outcomes such as client retention, client satisfaction, and enhancing Daybright’s value to our clients

Achieve and sustain client satisfaction & retention in assigned accounts by managing client expectations according to the committed services agreement

Create and implement processes and procedure improvements to enable improved client service and operational efficiency in growing and competitive environment

Build and solidify relationships with existing clients by providing exceptional ongoing care

Other duties as assigned

Qualification

Client service experienceLifeAccidentHealth Insurance LicenseInsurance experienceProficient in ExcelOffice 365Customer service skillsAnalytical skillsFinancial acumenInterpersonal skillsOrganizational skillsCommunication skillsSelf-motivated