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 365 (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.

Client Services Specialists are a primary point of contact for clients, internal staff and insurance brokers and play a key role in the onboarding of new clients, resolving service issues, maintaining high levels of client satisfaction and providing ongoing sales and client support.

Essential Job Duties and Responsibilities

Play lead role in new client onboarding

1. Serve as primary point of contact for clients, insurance brokers and internal departments throughout the new client implementation process.
2. Assume lead coordinator role for the onboarding of new clients, review/audit of plan design details and gather required information and forms.
3. Enter client data and plan details in Access database and administration software.
4. Coordinate enrollments and the creation of legal plan documents including Service Agreements, BAA/HIPAA and SPDs.
5. Identify and communicate opportunities for improvement in our onboarding/implementation process.

Provide internal sales support

1. Provide quotes and complete information about DBS products/services to insurance brokers and potential clients.
2. Communicate with sales team regarding plan options and work through unique plan design requests.
3. Build and nurture strong relationships with insurance brokers/agencies.
4. Coordinate Sales team webinars, including setup, facilitation, and ensuring smooth execution via Microsoft Teams.

Client Services

1. Build and nurture strong relationships with clients.
2. Utilize professional written and verbal business communications with clients and brokers.
3. Liaise between clients, sales executives, insurance brokers and appropriate internal personnel/departments to resolve client servicing issues.
4. Work with clients and agents to obtain plan changes and facilitate internal process to implement changes.

Technical/Business/Administrative Skills

1. Maintain current understanding of insurance marketplace and employer pre-tax benefit plans.
2. Maintain thorough understanding of Microsoft Office products including Access and DBS administration software capabilities.
3. Perform other administrative duties as required within the position.

Required Work Skills

1. Minimum of two years of experience in employee benefits or health insurance industries.
2. Experience working directly with external clients and/or insurance agents.
3. Highly professional verbal and written communication skills.
4. Proficient in the use of computers and software programs.
5. Strong problem-solving skills and the ability to understand complex issues.
6. Ability to identify issues and offer potential solutions.
7. Ability to work with internal staff and external clients of varying personalities and skill levels.

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.