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Careers

Diversified Benefit Services, Inc. (DBS) is an industry leading third party administrator of FSAs, HRAs, HSAs and COBRA. We have provided excellence in benefit plan solutions for almost 30 years. At DBS we believe that good people are the key to our success and we understand the importance of finding qualified, motivated and positive professionals. We look for team-oriented individuals seeking opportunity in a challenging and rewarding work environment.
DBS is privately owned and is located west of Milwaukee in Hartland, Wisconsin. We offer a quality work environment and a competitive salary and benefits package.

How to Apply

To apply for a position at Diversified Benefit Services, Inc.,
please e-mail your resume and salary requirements to:
mprescott@dbsbenefits.com

Current Openings


Sales Executive

We are expanding our sales team and are seeking an experienced sales professional who knows their way around the insurance and/or benefits industries.   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 compensation potential and benefits package.

Key Responsibilities:

  • Effective networking and prospecting of target clients including private, public and non-profit employers.
  • Establish and maintain strong working relationships with benefit brokers, insurance agents and agencies.
  • 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 DBS 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.)

 



Customer Service Representative (CSR) - full-time

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, Health Reimbursement Arrangement and HSA claims. Key position requirements include:

  • Learn and effectively apply claims processing procedures.
  • Communicate professionally on the phone with plan participants.
  • Educate participants and resolve claim issues.
  • Perform report audits.
  • Enter benefit plan enrollments.
  • Professionally de-escalate challenging participant calls.
  • Master software programs utilized for claim entry.
  • Work effectively with varied levels of personnel.

Position Requirements:

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

Customer Service Representative - (part-time days)

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, Health Reimbursement Arrangement and HSA claims. Key position requirements include:

  • Learn and effectively apply claims processing procedures.
  • Communicate professionally on the phone with plan participants.
  • Educate participants and resolve claim issues.
  • Perform report audits.
  • Enter benefit plan enrollments.
  • Professionally de-escalate challenging participant calls.
  • Master software programs utilized for claim entry.
  • Work effectively with varied levels of personnel.

Position Requirements:

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

This is a 20-29 hour per week position with day shifts. Our part-time team members are eligible for benefits that include 401k (with employer match), paid vacation, paid holidays and paid sick leave. Previous experience with claims, insurance and phone service a plus.


 

 


COBRA Specialist

COBRA Specialists are responsible for the administration of COBRA benefits and for providing an exceptional level of service to all assigned clients.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:

  1. Responsible for overall administration of COBRA benefits for select clients.
  2. Maintain a strong working knowledge of COBRA and stay current with law and regulation changes.
  3. Ensure plan compliance with IRS regulations and plan documents.
  4. Communicate directly with clients, beneficiaries and brokers by phone and through email regarding COBRA; including enrollments, notices, coverage changes, terminations, reporting and premium payments.
  5. Provide a high level of customer service to all clients and beneficiaries, including timely, knowledgeable and professional response to all inquiries via phone, mail and e-mail.
  6. Responsible for software set-up/entry of all new clients and client renewals in addition to the timely processing of participant status changes/additions/terms.
  7. Possess a strong working knowledge of software systems.
  8. Generate accurate and timely client reports.
  9. Work directly with all departments within the company to ensure client requests are met and a high level of service is consistently provided.

POSITION REQUIREMENTS/SKILLS:

  1. Minimum of two years’ experience in a benefits administration, compliance, insurance or human resource environment.  Prior COBRA experience a plus.
  2. Professional written and verbal communication skills.
  3. Computer literacy and ability to quickly learn various software programs.  Proficient data entry and keyboarding skills.
  4. Strong time management, problem solving and organizational skills in a deadline driven environment.
  5. Demonstrate meticulous attention to detail.
  6. Ability to handle multiple assignments efficiently and accurately while meeting strict deadlines.
  7. Able to handle information on a confidential business appropriate need to know basis.
  8. Possess basic math/accounting competencies required within position.
  9. Assertive in obtaining information needed to perform job functions in a timely manner.
  10. Able to work in a varied, fast-paced, changing environment and accept change positively.

Administrative Assistant

The Administrative Assistant position encompasses a wide range of responsibilities and provides critical day-to-day support to all areas of the Company.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:

  1. Work directly with clients to coordinate annual FSA enrollments.
  2. Prepare effective tracking system to ensure that all enrollments are received, entered and audited in our software by plan deadlines.
  3. Collaborate with claims and IT departments regarding enrollment set-up, deadlines and importing of data files.
  4. Assist with entry and audit of annual FSA enrollments.
  5. Track and generate annual client renewal letters for all benefit plans administered.
  6. Assist with preparation of legal documents and Form 5500.
  7. Develop strong working knowledge of plan billing process and nuances that may affect invoicing.
  8. Generate monthly invoicing using Quick Books for all benefit plans administered.
  9. Develop strong working knowledge of internal software programs.
  10. Prepare marketing materials for client meetings.
  11. Assist internal departments with set-up and implementation of client webinars.
  12. Assist with updating and maintaining corporate website as needed.
  13. Preparation of general client correspondence.
  14. Identify and provide suggestions for improvements that streamline internal process’ and increase efficiency.
  15. Assist with the consolidation of internal banking processes from various departments and work to develop new internal process including reconciliation, audits and client ACH and wire transfers.
  16. Provide administrative support to COBRA department including enrollment preparation, insurance carrier verification calls, distribution of open enrollment packets and miscellaneous administrative tasks.
  17. Provide assistance to reception and mailroom as needed.

REQUIRED WORK SKILLS:

  1. Strong verbal and written communication skills.
  2. Effective multi-tasker with ability to wear numerous hats.
  3. Demonstrate flexibility and willingness to jump into varying assignments as needed.
  4. Computer proficiency in Word, Quick Books and Excel.
  5. Professional and positive interpersonal skills.
  6. Possess a high level of confidentiality.
  7. Excellent organizational skill and meticulous attention to detail.

 


Client Services Specialist

Client Services Specialists play a primary role in effectively onboarding new clients, resolving service issues, maintaining high levels of client satisfaction and providing ongoing sales and client support.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:

  1. Serve as internal contact for new clients through implementation.
  2. Serve as contact for internal staff including claims, IT and sales for new client questions.
  3. Maintain current understanding of insurance marketplace and employer plans.
  4. Maintain thorough understanding of administration software and plan capabilities.
  5. Audit Plan Design Guides and plan set-ups in administration software.
  6. Work directly with sales/insurance agents/clients to obtain information to implement plans in administration software.
  7. Work with all departments involved in the onboarding of clients.
  8. Communicate with sales team regarding plan options and work through unique plan design requests.
  9. See clients through to first processing with Claims Specialist.
  10. Provide website training via webinars to new clients.
  11. Provide documents to new clients including Service Agreements, BAA/HIPAA and Plan Documents.
  12. Work with clients and agents to obtain plan changes.
  13. Resolve client issues through working with various departments to identify root of problem and potential solutions.
  14. Conduct client surveys.
  15. Provide internal support to Sales Executives.
  16. Conduct on-site client meetings when warranted.
  17. Work with a team to identify and communicate opportunities for improvement in our onboarding and service issue resolution process.

REQUIRED WORK SKILLS:

  1. Highly professional verbal and written communication skills.
  2. Possess strong problem solving skills and the ability to understand complex issues.
  3. Ability to identify issues and offer potential solutions.
  4. Ability to work with internal staff, external clients of varying personalities and skill levels.
  5. Possess solid understanding of insurance plans and current insurance marketplace.
  6. Possess solid understanding of our internal process in all Company departments.
  7. Minimum of three years of experience in employee benefits or health insurance industries.

 

Diversified Benefit Services, Inc. Logo

P.O. Box 260.Hartland.WI.53029 | Phone: 262-367-3300 | 800-234-1229 | Fax: 262-367-5938

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