Careers

The Administrative Assistant position encompasses a wide variety of responsibilities that are completed in a fast-paced, detail oriented and deadline driven environment. Primary emphasis in this role involves coordination of benefit plan enrollments, invoicing for company services, and general administrative duties. This is a fast-paced position that provides critical day-to-day support to all areas of the Company.

Essential Job Duties and Responsibilities

Client Invoicing

1. Develop strong working knowledge of plan billing process and nuances that may affect client invoicing.
2. Generate monthly client invoices utilizing internal spreadsheets and QuickBooks.
3. Perform invoicing audits.
4. Respond to client invoicing inquiries.
5. Generate monthly statements, identify past-due accounts and send notifications to clients.

Benefit Plan Enrollment Coordination

1. Work directly with clients to coordinate annual Flexible Spending Account (FSA) enrollments.
2. Prepare an effective tracking system to ensure that all enrollments are received, entered and audited by plan deadlines.
3. Coordinate distribution of FSA and HSA enrollment materials.
4. Work directly with Data Analysts on the import of enrollment data files.
5. Regularly evaluate and provide input on process improvements to gain efficiency and increase accuracy of enrollments.

Company Administrative Support

1. Serve as backup for reception as needed.
2. Send out W-9 Forms as requested by clients.
3. Generate and process quarterly agent commission reports and issue payments.
4. Generate and track annual client renewal letters for all benefit plans administered.
5. Assist with Form 5500 filing process.
6. Coordinate distribution of non-discrimination testing materials to clients, assist with client questions, run tests and work directly with Compliance Department to work through test failures.

Required Work Skills

1. Mid to high level competency in MS Office Suite of products.
2. Exceptional oral and written communication skills.
3. Strong numbers aptitude.
4. Enjoy working in a fast-paced, deadline-driven environment with a high volume of data.
5. Outstanding organizational and analytical skills, meticulous attention to detail and thorough follow through skills are critical.
6. Ability to quickly learn and become proficient working with varied software programs.
7. Professional interpersonal skills, high degree of confidentiality, self-motivation with the ability to effectively manage multiple tasks and prioritize without sacrificing quality.
8. Ability to identify, resolve and escalate issues.
9. Proven successful experience in a fast-paced, deadline driven environment that involved high detail orientation and strong multi-tasking skill.

Preferred Work Skills

1. Prior experience in financial services, benefits, human resources or related industries.
2. Experience working in QuickBooks or similar software.

The Director of Sales is an experienced senior-level leader responsible for leading and further developing the Sales team, establishing aggressive yet obtainable sales goals, and developing strategies to achieve those goals. This role includes participation in organizational strategic planning, budgeting, motivating and developing the DBS sales team, identifying target markets, developing effective sales strategies to generate new sales and to expand market share while retaining current clients, and ensuring alliance with the objectives and growth strategies of the Company.

Essential Job Duties and Responsibilities

Business Management

1. Provide ethical leadership that supports the Company Mission, Vision and Values, and base decisions on what is in the best interest of the Company.
2. Collaborate with the Company President and Leadership Team to determine key long-term company initiatives as well as develop metrics that evaluate results and measure success.
3. Communicate with strategic plans and create buy-in with the sales team.
4. Develop and implement new sales initiatives, strategies and programs to gain market share and retain current clients.
5. Establish goals for high-performing sales team, setting individual and team performance metrics.
6. Project and forecast annual and quarterly revenue utilizing the CRM system.
7. Achieve growth and annual sales targets by effectively training and managing the sales team.
8. Develop, track, analyze, and communicate key metrics and business trends as they relate to customers. (Customers include clients, prospects, agents and agencies.)
9. Report on sales team activity along with customer input to Leadership Team.
10. Analyze sales results and develop plans to address performance gaps.
11. Monitor competition, economic indicators, and industry trends.
12. Collaborate with DBS Management team in lead generation, internal business operations and organizational objectives. This includes resolving escalated customer issues and customer complaints regarding sales and service.
13. Identify key agency partnerships and foster relationships with leadership within those agencies.
14. Make enhancements to Sales Playbook, including creating additional tools to support key agent management system and agency partnership initiatives.
15. Participate in industry related events including seminars, trade shows, conferences and networking opportunities.
16. Collaborate with the sales team to present regularly scheduled informational webinars and video conferences to customers – the DBS Webinar Series.
17. Further develop the sales department to increase sales and propose structural changes to the department as needed.

Personnel Management

1. Set a good example for the team. Work according to company culture and values, prioritize objectives, use good communication, and deliver results effectively.
2. Recruit sales staff, set objectives, create performance plans, train, coach, and monitor performance ensuring assigned tasks and responsibilities are fulfilled.
3. Identify knowledge gaps within the team and develop a plan to fulfill them.
4. Ensure the sales team follows the Sales Playbook methodologies including key agent/agency management and agency reviews.
5. Ensure sales department representatives use the CRM system consistently and correctly.
6. Plan and implement effective training programs and skills training sessions with staff.
7. Meet with sales representatives one-on-one regularly to review performance, progress, and their individual sales plan as defined in the Sales Agreement.
8. Complete and deliver comprehensive performance reviews for each individual sales representative annually.
9. Coach individual sales representatives one-on-one through telephone work, prospecting sessions and providing current examples of suggested scripts to help improve sales performance.
10. Counsel, support and implement corrective action plan for underperforming sales representatives.
11. Conduct regular sales department meetings to share knowledge, celebrate wins, discuss challenges and review department goals and performance.

Required Work Skills

1. Minimum five years of experience managing and directing a sales team. This includes selecting, developing and motivating qualified sales representatives. Advanced degree preferred.
2. Proven leadership & management ability.
3. Experience utilizing sales tracking and analytical tools such as CRM.
4. Excellent communication, interpersonal, and organizational skills.
5. Good attention to detail and follow-through.
6. Demonstrated ability to coach, mentor, and train and develop sales team members.
7. Experience working through agent/broker networks and in the TPA industry is preferred.
8. Microsoft Office Suite includes Outlook, Excel, PowerPoint and Word.