Careers

Account Managers hold an important role on the DBS Sales Team. The primary functions of this role are to communicate effectively with existing clients and brokers in order to further develop, enhance and retain the business relationship, and to identify and close additional sales opportunities within the existing base.

Essential Job Duties and Responsibilities

1. Develop a proficient base of knowledge regarding plans administered by DBS and the industry we work in.
2. Build business relationships with key account and broker partners, as well as establish new sales opportunities.
3. Establish effective outreach protocols for existing clients to retain current business as well as identify opportunities to introduce and sell additional DBS services.
4. Meet established client retention/sales call activity requirements.
5. Identify and follow-up on new sales opportunities with assigned key clients.
6. Explain existing DBS services and describe newly developed service features to clients.
7. Participate in calls/meetings with existing insurance agency partners to become familiar with the agency team members/account executives.
8. Make regular contact with agency team members to keep them informed of activities occurring with our shared clients.
9. Ensure timely follow up with client, brokers, and agency teams.
10. Participate in networking opportunities such as agency visits, trade shows and conferences.
11. Consistently utilize CRM software to document daily activities and to maintain current client and business partner information.
12. Actively participate in department and Company meetings.
13. Establish productive working relationships with internal teams and maintain open lines of communication.
14. Adhere to internal processes and utilize appropriate resources regarding onboarding of new clients, daily administration of plans, communication of client challenges and requesting assistance with clients and business partners.
15. Other functions that may be warranted.

Required Work Skills

1. Experience in account management with a proven track record of meeting productivity requirements (related experience in employee benefits and/or insurance brokerage preferred).
2. Business acumen and understanding of sales and account retention best practices.
3. Strong written and verbal communication skills.
4. Experience with business outreach via phone and virtually.
5. Ability to learn, retain, and clearly communicate benefit plans administered by DBS.
6. Proficiency utilizing sales software (CRM).
7. Possess high level professional customer relationship building skills.
8. Ability to represent and maintain professional standards and image of DBS with customers and fellow employees.
9. Demonstrate strong organizational, schedule coordination, detail orientation, multi-tasking, and follow-through skills.
10. Able to handle confidential Personally Identifiable Information (PII) & Private Health Information (PHI) in an appropriate manner following company guidelines and policies.
11. Able to work in a varied, fast paced, changing environment and accept change positively.
12. Able to work effectively and efficiently with varied and diverse clients and business partners.
13. Able to meet and maintain established physical and environmental job requirements.
14. Other functions as may be warranted.

Claims Specialists are responsible for day to day plan administration of pre-tax benefit plans for an assigned group of clients. This high volume, fast paced position requires strong multi-tasking and organizational skill and includes a high volume of claims processing, issuance of reimbursements, status changes, enrollments, responding to client and participant inquiries and implementation of plan set-ups/changes.

Essential Job Duties and Responsibilities

1. Provide a high level of professional service to DBS clients and benefit plan participants.
2. Responsible for day to day plan administration of pre-tax benefit plans for assigned group of clients. Includes a high volume of claims processing, issuance of reimbursements, plan changes, status changes, enrollments, responding to client and participant inquiries, plan set-up in administration software and implementing plan changes.
3. Effective regular communication with clients via phone and email regarding plan changes, claims processing, updates, questions, etc.
4. Master various PC applications and learn software programs quickly.
5. Maintain current working knowledge of benefit plan designs and IRS regulations regarding plans.
6. Accurately enter and audit participant claims and determine eligibility for reimbursement.
7. Generate reports and audit accuracy of information.
8. Provide assistance to Customer Service Team during peak times when we experience increased claims and call volume.
9. Assist with basic office coverage for team members who are out of the office.
10. Work directly with all company departments to ensure client requests are met and a high level of service is consistently provided.

Required Work Skills

1. Proven ability to provide a high level of customer service.
2. Possess excellent organizational, detail orientation, follow through, analytical and problem solving skills.
3. Possess basic math/accounting competencies required within position.
4. Effective multi-tasking skills.
5. Excellent interpersonal skills and demonstrated professionalism.
6. Ability to quickly change gears and demonstrate flexibility.
7. Proficient in the use of computers and possess the ability to quickly learn new software programs.
8. Solid working knowledge of Microsoft Office (including excel).
9. Able to effectively work with personnel of varied skill levels and work through challenging situations efficiently.
10. Able to handle information confidentially.
11. Minimum of two years of experience in a professional work environment working directly with customers.
12. Previous experience in a claims processing, payroll, banking or insurance environment is required.

Customer Service Representatives (CSRs) are responsible for providing exceptional phone service to plan participants as well as the accurate screening/entry of Flexible Benefit Plan and Health Reimbursement Arrangement claims.

Essential Job Duties and Responsibilities

1. Learn and effectively apply claims screening procedures.
2. Communicate professionally on the phone with plan participants.
3. Educate participants and resolve claim issues.
4. Perform report audits.
5. Enter benefit plan enrollments.
6. Professionally de-escalate challenging participant calls.
7. Master software programs utilized for claim entry.
8. Work effectively with varied levels of personnel.

Required Work Skills

1. Proven ability to provide a high level of customer service.
2. Possess proficient data entry and keyboarding skills.
3. Ability to effectively work with plan participants over the phone.
4. Possess strong attention to detail and demonstrate a high level of accuracy in work.
5. Previous customer service experience required.
6. Previous experience in a claims or insurance environment is a plus.

This position is responsible for performing and handling the day-to-day receptionist functions for our facility and providing administrative support to assigned areas.

Essential Job Duties and Responsibilities

1. Answer and route all incoming phone calls on multi-line phone system.
2. Route voice mail messages to appropriate personnel.
3. Maintain and be proficient on functionality of phone system including changing messages, updating extensions related to staff changes and coordinating all maintenance/service needs.
4. Greet office guests/vendors/applicants entering the lobby, identify needs and direct to the appropriate department for assistance.
5. Communicate maintenance needs to building manager and coordinate work that needs to be completed.
6. Create electronic signage/messaging pertaining to office guests, new employees and special employee recognition.
7. Maintain clean, welcoming, neat and orderly work station/reception area/kitchen areas.
8. Maintain employee directory and mailboxes.
9. Order Company office supplies.
10. Maintain company filing system by creating labels/folders for new accounts and regularly updating existing files.
11. Audit client reports; payroll reports, enrollments, invoices, etc.
12. Manage inventory of all company printed materials and order as necessary.
13. Assist with coordination of Company special events.
14. Assist with data entry projects from various departments.
15. Ensure work area, and confidential files, records, database are secured as required.
16. Other administrative support related duties and/or special project needs that may arise.

Required Work Skills

1. Proven experience working with multi-line phone system.
2. Possess basic and accurate clerical/administrative support skills, which include proficient basic data entry and key boarding skills.
3. Basic PC proficiency in Microsoft Office Products
4. Professional and positive interpersonal skills, high degree of confidentiality, self-motivated with the ability to effectively manage multiple tasks and prioritize without sacrificing quality.
5. Exceptional oral and written communication skills.
6. Able to deal positively with stress, conflict, unhappy callers/visitors, etc. without adding to or becoming part of the situation, issue or problem.
7. Able to work effectively in a fast paced team environment, be flexible, detail orientated and possess good follow through skills.
8. Able to handle information on a confidential business appropriate business need to know basis.
9. Able to effectively and efficiently work in an open environment with multiple distractions.
10. Able to meet and maintain department productivity, accuracy, quality and deadline requirements.

We continue to expand our sales team and are seeking experienced direct business to business consultative sales professionals who know their way around the benefits and/or insurance industry. This is an excellent opportunity to join a quality organization with an exceptional work environment and a skilled professional sales team. DBS offers an excellent base salary with lucrative commission/bonus compensation potential and benefits package.

Key Responsibilities

• Effective networking and prospecting of target clients including private, public and non-profit employers.
• Maintain strong working relationships with established benefit brokers, insurance agents and agencies and new accounts within regional and national territory.
• Proficiently network and prospect employers, agents and agencies including ‘warm’ and ‘cold’ calls to maintain and expand client base.
• Direct sales activities to expand market share involving our benefits related products.
• Meet or exceed sales objectives and track work activities using the CRM system.
• Conduct group meetings and presentations to educate participants and communicate plan guidelines.
• Attend conferences, tradeshows, workshops and seminars to learn and to promote DBS services.

Requirements

• Minimum of 5 years of direct business to business sales experience (preferably within the insurance or employee benefits arena).
• Experience selling “administrative type services” is a plus.
• Enjoy being part of a service based company.
• Values a solid base compensation and motivated by commission incentives.
• Highly self-motivated, ethical and reliable.
• Excellent verbal and written communications skills.
• Skilled at building and maintaining positive client, broker and agent relationships.
• Able to travel in pursuit of sales and servicing clients. (Bulk of travel is within Wisconsin and accomplished within the day.)