Job Description

Job Description

COMPANY OVERVIEW

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About Daybright Financial

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Simply put, we are one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work – USA,” certification and serve more than 22,000 employer groups and 3.6 million plan participants nationally.

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Daybright Financial also operates a dedicated independent divisional team, Daybright Broker Solutions , to further enhance the services, support, and marketing resources to grow the businesses of benefits brokers and consultants and enable professional employer organizations (PEOs) to bring more to the table for their clients — through the seamless delivery of Fortune 500-level health and financial wellness solutions.

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For more information on Daybright Financial, visit daybright.com . Follow Daybright on LinkedIn , Instagram , Facebook , and YouTube .

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Daybright is currently seeking an Associate, Enrollment Services to join our Shared Services Segment. Be part of a team of thought leaders and seasoned benefits and retirement planning professionals.

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JOB DESCRIPTION

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The Enrollment Services Associate is a reliable professional who will be responsible for answering incoming customer calls & making outbound calls, utilizing company policies to solve customer issues, providing record keeping and administration services for benefit plans & enrollments, and route calls to the managerial team, when necessary. The Enrollment Services Associate is the first point of contact and must have a commitment to customer satisfaction and the ability to provide detailed and accurate information.

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Duties are performed in an office environment with a call center atmosphere. In this position you may have interaction with plan participants, plan sponsors, financial advisors & administrators through calls, e-mails, and live chat sessions, in addition to interactions with internal company staff outside of the Harrisburg Enrollment Center. Must have the ability to work independently under minimal supervision in a fast-paced, demanding environment.

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We can offer fully remote work arrangements. For those who prefer to work in-person with a talented and dynamic team, we offer on-site and hybrid scheduling options at our beautiful state-of-the-art office in Harrisburg, PA.

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RESPONSIBILITIES

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• Answer incoming & make outbound calls and take appropriate action for each call depending on basis of the call and the needs of the plan participant, employee, etc.
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• Educate callers on their available benefits and assist in making informed benefits decisions.
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• Maintain customer satisfaction & meet call center metrics based on assignments.
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• Use company or client policies to determine if there can be an immediate resolution to a customer issue or if issue requires managerial inclusion.
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• Input data into the various computer platforms as required by Company and Clients to keep each caller’s record updated.
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• Maintain HIPAA compliance.
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• Ability to work a flexible schedule between the operating hours of 8am-8pm, Mondays through Fridays.
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JOB QUALIFICATIONS

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• Life & Health insurance license required.
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• High School Diploma or equivalent required.
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• Prior experience in a call center or high-volume customer service environment, or experience in retail banking, pension/retirement plan and/or benefits administration.
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• Ability to understand and calculate mathematical concepts of addition, subtraction, multiplication and division-especially important for confirming payroll deductions for the client, e.g.) paid weekly, 52 times/year; bi-weekly, 26 times/year; monthly, 12 times/year; and semi-monthly, 24 times/year.
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• Strong computer skills, excellent interpersonal communication skills, a high-level of professionalism, & strong problem-solving abilities are needed.
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• Reliable attendance record, professional voice tone and demeanor, and strong attention to detail accuracy is required.
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• Bilingual in Spanish, preferred.
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Job Tags

Weekly pay, Work at office, Local area, Immediate start, Remote work, Monday to Friday, Flexible hours

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