Benefits Specialist - Broker Channels

Employee Benefits Specialist – Broker Channels

Daybright is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. For more information about Daybright, please visit our website:

Daybright is currently seeking a full-time Account Manager in our Broker Solutions Benefits Segment. Be a part of our team located in Wayne, PA
!

Enjoy hybrid work flexibility with 3 days a week in‑office!

• The Account Manager is responsible for delivering high‑quality and efficient service to clients through the day‑to‑day account management of an assigned book of business.
• Resolve client service issues and concerns directly and escale client concerns when appropriate.
• Project manage cross‑segment and cross‑functional initiatives (including Call Center projects, benefit administration builds, and other internal and external team projects).
• Collect required information for obtaining benefit plan pricing from insurance carriers and collaborate with and supervise assigned third‑party service providers assigned to the client.
• Educate clients on applicable market trends and advise clients on employee benefits news.
• Review and summarize benchmarking content and create relevant materials based on client life cycle/industry trends.
• Manage renewal administration for client, including preparing presentations, benefit guides, and enrollment meeting materials, text message campaigns and website builds, delegating to more junior associates as appropriate.
• Work directly with clients and carriers on initiatives such as renewal review and negotiation, Requests for Proposal, Open Enrollment planning, and claims handling.
• Analyze and compare carrier quotes and coverage offerings.
• Examine and analyze potential plan design and benefit cost changes.
• Work with carriers to implement agreed‑upon coverages for clients.
• Support in the creation of client communication materials (e.g., Benefit Guides, email campaigns, text message campaigns, microsites, employee surveys).
• Play key role in the delivery of annual enrollment to client employees.
• Perform technical and consultative review of client materials, ensuring that they are high‑quality and aligned with client guiding principles/benefits objectives.
• Manage and process enrollments at the carrier level, delegating to more junior service team members as appropriate.
• Manage benefits administration communications & implementation/renewal processes.
• Manage Practice Management (Dynamics 365) activities, new client set‑up, policy loads, policy changes, and policy renewals.
• Contribute to the development of junior staff.
• Contribute to key business outcomes such as client retention, client satisfaction, and enhancing Daybright’s value to our clients.
• Achieve and sustain client satisfaction & retention in assigned accounts by managing client expectations according to the committed services agreement.
• Create and implement processes and procedure improvements to enable improved client service and operational efficiency in a growing and competitive environment.
• Build and solidify relationships with existing clients by providing exceptional ongoing care.
• Other duties as assigned.

• At least 2 years client service experience with employee benefits, including major medical and/or worksite benefits.
• Strong customer service and interpersonal skills for dealing with different types of team members and clients.
• Strong client service orientation and ability to respond to all communications effectively and timely.
• Strong organizational skills.
• The ability to prioritize and manage several different tasks at once.
• Excellent communication skills, both written and verbal.
• Life, Accident and Health Insurance License required.
• Insurance experience managing client and carrier relationships.
• Proficient in Excel and Office 365.

• Strong interpersonal skills.
• Analytical skills for analyzing, synthesizing, and suggesting best practice recommendations from client data.
• In‑depth understanding of major medical, voluntary plans, and benefit industry’s consumer behavior and trends.
• A good sense of humor and positive attitude.
• Self‑motivated and proactive.

Associate

Full‑time

Administrative, Strategy/Planning, and Customer Service

Insurance Agencies and Brokerages, Insurance, and Insurance and Employee Benefit Funds