Employee Benefits Specialist

Employee Benefits Specialist – Broker Channels Daybright 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, along with retirement solutions for both the private and public sectors. For more information about Daybright, please visit our website: Daybright is currently seeking a full-time Account Manager in our Broker Solutions Benefits Segment. Be a part of our team located in Wayne, PA ! Enjoy hybrid work flexibility with 3 days a week in‑office! Position Summary & 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 escale client concerns when appropriate. Project manage cross‑segment and cross‑functional initiatives (including Call Center projects, benefit administration builds, and other internal and external team projects). 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 a growing and competitive environment. Build and solidify relationships with existing clients by providing exceptional ongoing care. Other duties as assigned. Job Qualifications At least 2 years client service experience with employee benefits, including major medical and/or worksite benefits. Strong customer service and interpersonal skills for dealing with different types of team members and clients. Strong client service orientation and ability to respond to all communications effectively and timely. Strong organizational skills. The ability to prioritize and manage several different tasks at once. Excellent communication skills, both written and verbal. Life, Accident and Health Insurance License required. Insurance experience managing client and carrier relationships. Proficient in Excel and Office 365. Additional Considerations Strong interpersonal skills. Analytical skills for analyzing, synthesizing, and suggesting best practice recommendations from client data. In‑depth understanding of major medical, voluntary plans, and benefit industry’s consumer behavior and trends. A good sense of humor and positive attitude. Self‑motivated and proactive. Seniority Level Associate Employment Type Full‑time Job Function Administrative, Strategy/Planning, and Customer Service Industries Insurance Agencies and Brokerages, Insurance, and Insurance and Employee Benefit Funds #J-18808-Ljbffr