Careers

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.

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.)