Employee Benefits Specialist - Broker Channels

Daybright Financial; Wayne (PA); Hybrid; USD 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage in Wayne, PA, is seeking an experienced Account Manager to deliver high-quality client services. The role requires at least 2 years in client service related to employee benefits and a Life, Accident and Health Insurance License. Candidates should possess strong organizational and communication skills. This full-time position offers hybrid work flexibility, allowing for a blend of in-office and remote work, contributing significantly to client satisfaction and service efficiency.

Qualifications

• Minimum of 2 years client service experience in employee benefits.
• Strong client service orientation with timely communication skills.
• Proficient in managing multiple tasks effectively.

Responsibilities

• Deliver high‑quality service to clients through account management.
• Manage cross-functional initiatives and collaborate with service providers.
• Educate clients on market trends and benefits news.

Skills

Customer service orientation

Interpersonal skills

Organizational skills

Communication skills

Client service experience

Education

Life, Accident and Health Insurance License

Tools

Excel

Office 365

Job description

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: www.daybright.com

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!

Position Summary & Responsibilities

• 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.

Job Qualifications

• 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.

Additional Considerations

• 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.

Seniority Level

Associate

Employment Type

Full‑time

Job Function

Administrative, Strategy/Planning, and Customer Service

Industries

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