Client Service Specialist - Employee Benefits

COMPANY OVERVIEW

About Daybright Financial

Simply put, we are one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work – USA,” certification and serve more than 22,000 employer groups and 3.6 million plan participants nationally.

Daybright Financial also operates a dedicated independent divisional team, Daybright Broker Solutions, to further enhance the services, support, and marketing resources to grow the businesses of benefits brokers and consultants and enable professional employer organizations (PEOs) to bring more to the table for their clients — through the seamless delivery of Fortune 500-level health and financial wellness solutions.

For more information on Daybright Financial, visit Follow Daybright on LinkedIn, Instagram, Facebook, and YouTube.

Daybright is currently seeking a Client Service Specialist to join our Employer Benefits Solutions East Segment located in Rochester, NY . Be part of a team of thought leaders and seasoned benefits and retirement planning professionals.

POSITION SUMMARY

• The Client Service Specialist is responsible for working collaboratively with other members of the Account Management team to ensure team is equipped to support and consult clients on their employee benefits programs.
• Field and manage client, employee, and carrier inquiries. Escalate issues to senior account team members as required for resolution.
• Assist with employee claim issues and follow up on pending claims issues.
• Manage and process enrollments at the carrier level.
• Manage and process COBRA offerings and participants.
• Review incoming paperwork from clients and team members, as well as outgoing paperwork to carriers.
• Support activities surrounding client payment review/reporting (e.g. common remittance or revenue audits).
• Support the RFP (Request for Proposal) process by preparing RFP templates, collecting data, summarizing results, and completing quality review upon request.
• With senior team member oversight, support renewal administration for client, including preparing presentations, benefit guides, and enrollment meeting materials as required.
• Review benefit summaries and SBCs (Summary of Benefits & Coverage) for accuracy.
• Work with carriers and account team members to implement appropriate coverage for clients.
• Support in the implementation and ongoing maintenance/review of Benefits Administration and Call Center engagements.
• Support account team members while maintaining data integrity and quality with practice management system and other applicable technology platforms.
• With senior team member oversight, contribute to completion of reports and administrative activities for clients including Form 5500 filings, benchmarking & trend research, implementation workbooks, licensing & appointment paperwork, and summary plan descriptions and certificates.
• Conduct technical (data, formulas, metrics) and editorial (spelling, grammar, formatting) review of client presentations and employee materials.
• Handle ongoing client maintenance projects as determined by account team.
• Achieve and sustain client satisfaction on assigned accounts by managing client expectations according to our services agreement.
• Other duties as assigned.

JOB QUALIFICATIONS

• Minimum 1 year of client service experience with employee benefits, including major medical and voluntary and/or worksite benefits OR bachelor’s degree in risk management/insurance.
• Life, Accident and Health Insurance License required OR able to obtain within 6 months of hire (Daybright will cover costs for the training/exam).
• Customer service and interpersonal skills for dealing with different types of team members and clients.
• Communication skills, both written and verbal.
• Client service orientation and ability to respond to all communications effectively and timely.
• Proficient in Excel and Office 365.

ADDITIONAL CONSIDERATIONS

• Insurance experience managing client and carrier relationships a plus.
• A good sense of humor and positive attitude.
• Strong organizational skills.
• Bi-lingual in Spanish a plus.