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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 over 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


Accounting Assistant

General Description

The primary emphasis in this role includes auditing and reconciliation of financial transactions, invoicing client accounts, overseeing ACH transfer of funds and accounts payables/receivables.

Essential Job Duties and Responsibilities

Banking Functions

  1. Perform daily banking audits to reconcile client accounts and review client ACH and wire transfers.
  2. Process high volume of daily banking files.
  3. Process voids/stop payments/reissues.
  4. Daily audit of corporate bank accounts.
  5. Work with clients on set-up for ACH payments.
  6. Bank set-up for all business accounts (FSA, HRA, HSA, and COBRA).
  7. Trouble-shoot banking issues and help identify solutions.  Work directly with banks, IT as well as other internal departments to bring to resolution.

Account Receivables/Payables

  1. Process all incoming payments (check and ACH)
  2. Enter all incoming bills.
  3. Generate checks and submit payments to vendors.
  4. Process internal staff expense reports and issue payments.
  5. Generate and process monthly agent commission reports and issue payments.

Client Invoicing Functions

  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 audits on all invoicing.
  4. Respond to client invoicing inquiries.
  5. Generate monthly statements, identify past-due accounts and send notifications to clients.
  6. Identify accounts requiring suspension, initiate process for suspension and complete internal communications as well as pulling of funds electronically.

Required Work Skills

  1. Proven experience in the financial services industry.
  2. Proficiency in QuickBooks or similar accounting software and MS Office Suite of products.
  3. Demonstrated Accounts Payables/Receivables and invoicing experience.
  4. Strong numbers aptitude, 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 up skills critical.
  6. Ability to quickly learn and become proficient working with varied software programs.
  7. Professional and positive interpersonal skills, high degree of confidentiality, and self-motivated 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.

Administrative Assistant

General Description

Primary emphasis in this role involves coordination of benefit plan enrollments, invoicing for company services, accounts payables/receivables and general administrative duties.  This is a very fast-paced position that provides critical day-to-day support to all areas of the Company.

Essential Job Duties and Responsibilities

Client Invoicing Functions

  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 audits on all invoicing.
  4. Respond to client invoicing inquiries.
  5. Generate monthly statements, identify past-due accounts and send notifications to clients.
  6. Identify accounts requiring suspension, initiate process for suspension and complete internal communications as well as pulling funds electronically.

FSA Benefit Plan Enrollment Coordination

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

Company Administrative Support/Miscellaneous Duties

  1. Serve as back-up for reception as needed.
  2. Send out W-9 Forms as requested by clients.
  3. Collect and process W-9 Forms from vendors.
  4. Complete 1099 Reports annually for corporate accountant.
  5. Generate and track annual client renewal letters for all benefit plans administered.
  6. Form 5500 processing.

Required Work Skills

  1. Proven experience in financial services, benefits, human resources or related industries.
  2. Mid to high level competency in MS Office Suite of products.
  3. Experience working in QuickBooks or similar software.
  4. Exceptional oral and written communication skills.
  5. Strong numbers aptitude, enjoy working in a fast-paced, deadline-driven environment with a high volume of data.
  6. Outstanding organizational and analytical skills, meticulous attention to detail and thorough follow up skills critical.

Claims Specialist

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 skills, 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 | Qualifications

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 high volume of information confidentially.
11. Minimum of two years of experience in a professional environment working directly with customers.
12. Previous experience in a claims processing, human resources, and payroll, banking or insurance environment is required.


Compliance Specialist

The Compliance Specialist serves as a DBS expert regarding compliance issues as they relate to Section 125, 105, 223 and COBRA administration.  This is a knowledge intensive position that requires plan and industry knowledge, extensive research, training of internal teams and educating external clients and agents.

Essential Job Duties and Responsibilities

Compliance

  1. Possess comprehensive knowledge of required testing of Section 125,105 and 223 plans and perform non-discrimination testing.
  2. Research and respond to compliance related questions from internal departments.
  3. Gather and analyze complex plan regulations regarding Section 125-FSA, 105-HRA, 223-HSA and COBRA utilizing resources such as EBIA manuals, ECFC releases and industry blogs/newsletters.
  4. Review and interpret legislative changes and provide understandable overview to internal staff and clients.
  5. Maintain current and thorough understanding of legal plan documents, HIPAA and Business Associate Agreements.
  6. Prepare written client and agent network informational releases regarding regulations, plan updates, action needed, deadlines, etc.
  7. Maintain current and thorough understanding of legal plan documents, HIPAA ad Business Associate Agreements.
  8. Develop resource materials for internal staff members.
  9. Assist with office coverage for COBRA team members who are out of the office.

Required Work Skills / Experience

  1. Desire to become an expert in FSA, HRA, HSA and COBRA compliance.
  2. Possess strong problem solving skills and the ability to understand complex issues.
  3. Demonstrate meticulous attention to detail.
  4. Professional written and verbal communication skills.
  5. Experience preparing professional written documentation and correspondence.
  6. Ability to interpret statutes, regulations and regulatory communications.
  7. Computer competency and ability to quickly learn various software programs.  Proficient data entry and keyboarding skills.
  8. Strong time management, researching and organizational skills in a deadline driven environment.
  9. Ability to handle multiple assignments efficiently and accurately while meeting strict deadlines.
  10. Possess basic math/accounting competencies required within position.
  11. Assertive in obtaining information needed to perform job functions in a timely manner.
  12. Able to work in a varied, fast-paced, changing environment and accept change positively.
  13. Minimum two years of experience in a benefits, insurance or human resource environment.  Prior COBRA or compliance/research experience a plus.

Customer Service Representative

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:

  • 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.

Required Work Skills:

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

Receptionist

The Receptionist is responsible for performing and handling day-to-day receptionist functions for our facility and providing administrative support to assigned areas.  This position reports to the Office Administration Manager.

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.

Sales Executive

The role of the Sales Executive involves direct sales of DBS services to customers. (Customers include clients, prospects, agents and agencies).  One of the most important objectives is to reach or exceed the individually established sales goal for the fiscal year.  This position reports directly to the Sales Manager.  The compensation plan has three components consisting of base compensation, commissions and bonus.

Essential Job Duties and Responsibilities

Direct Sales Responsibilities:

  1. Achieve individually established fiscal year sales revenue goal for DBS services including FSA, HRA, HSA, MBP and COBRA.
  2. Build business by identifying and selling DBS services directly to prospects. (Prospects include clients, prospects, agents and agencies).
  3. Determine business opportunities by identifying prospects and researching sales options
  4. Selling DBS services by contacting and developing relationships with prospects that should include cold calling, emailing, canvassing, webinars, new technology outreach and other innovative methods that result in new sales development opportunities.
  5. Ensure timely follow up with prospects.
  6. Participate in networking opportunities to increase new sales.
  7. Close sales with prospects from sales activities.
  8. Attending various trade shows, conventions and conferences.
  9. Conduct client service calls and other functions to ensure retention of DBS clientele.
  10. Maintain in DBS’ CRM system up to date records of sales related functions: calls, client visits, emails, etc.
  11. Contribute to the sales team effort by accomplishing sales results.

Sales Support Functions:

  1. Provide input to the sales team regarding sales ideas.
  2. Attend and actively participate in company and sales department meetings as scheduled.
  3. Provide Sales Manager with requested reports (sales presentations, cold call/prospective client lists, etc.).
  4. Maintain good working relationships with Sales Department personnel.
  5. Other sales support functions, as may be warranted.

Sales Administrative Support Functions:

  1. Follow established procedures and methods for DBS services.
  2. Work effectively with Client Services personnel on sales related activities.
  3. Provide complete and accurate Plan Design Guides for new clients.
  4. Conduct clear and effective group presentations and webinars for plan participants.
  5. Enter pertinent client notes in software system.
  6. Communicate directly with Claims Department Management on client/participant issues.
  7. Participate in key client conference calls.
  8. Maintain good working knowledge of DBS software.
  9. Other sales administrative support functions, as may be warranted.

Position Requirement Skills

  1. Proven sales experience and motivation preferably within DBS related services.
  2. Ability to meet sales goals and be successful within a base, commissions and bonus compensation environment.
  3. Be a quick learner of DBS services and our differentiators in the market place.
  4. Strong sales prospecting, sales planning and closing skills.
  5. Possess excellent customer service skills including effectively and efficiently handling client challenges.
  6. Ability to represent and maintain professional standards and image of DBS with customers and fellow employees.
  7. Ability to learn, retain, and clearly communicate the rules and regulations of the plans that DBS administers.
  8. Demonstrate excellent organizational, schedule coordination, detail, follow-through, analytical and problem solving skills.
  9. Ability to multi-task yet work independently and supportively within a team environment.
  10. Able to meet with customers or prospects on or off site.
  11. Ability to successfully provide customer employee benefit meetings, orientations and training sessions as requested.
  12. Able to handle confidential Personally Identifiable Information (PII) & Private Health Information (PHI) in an appropriate manner following company guidelines and policies.
  13. Possess accurate administrative skills related to this position.
  14. Possess basic math/accounting competencies required within position.
  15. Able to work in a varied, fast-paced, changing environment and accept change positively.
  16. Able to work effectively and efficiently with varied and diverse levels of customer personnel and employees.
  17. Able to travel statewide and out of state to meet job duties and responsibilities.
  18. Able to meet and maintain established physical and environmental job requirements.
  19. Other functions, as may be warranted.
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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