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COMPANY OVERVIEW

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. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about Daybright, please visit our website:

Daybright is currently seeking an Advanced Support Professional to join our partner firm Kades-Margolis Corporation located in Wayne, PA. Be part of a team of thought leaders and seasoned benefits and retirement planning professionals.

JOB DESCRIPTION

As an Advanced Support Professional, your role is to exceed expectations in meeting the needs of both advisors and clients, ensuring the highest level of professionalism and satisfaction. This role requires strong problem-solving skills, careful attention to detail, and the ability to handle multiple tasks at once in a fast-paced environment. It is essential to maintain a positive, helpful, and polite demeanor in all interactions.

RESPONSIBILITIES

• Proactively reach out to your assigned advisors regularly to offer assistance with their day-to-day operations.
• Utilize and update our CRM system (Redtail) with detailed and accurate information about all client and advisor correspondence.
• Engage in daily communication with clients, advisors, and staff through phone, email, mail, or in-person meetings to research and resolve requests.
• Prioritize tasks, manage multiple projects simultaneously, and meet deadlines effectively.
• Adhere to strict security protocols when communicating with clients.
• Process, forward, and track distributions, loans, transfers, and exchanges.
• Acquire and send pre-filled forms to clients and advisors through LaserApp as requested.
• Obtain approvals from third-party administrators and assist advisors with approvals as required by various programs.
• Monitor client transfers to ensure the timely delivery of funds and identify and resolve issues as they arise.
• Conference clients with account carriers when necessary to ensure their questions are answered accurately and promptly.
• Research, complete, and return paperwork that our broker-dealer has rejected due to being incomplete or containing errors.
• Assist with retirement incentive accounts as needed.
• Research employee/employer contribution questions and accurately update the contribution report on a daily basis.
• Be a team player by assisting other client service representatives and stepping in where needed.

JOB QUALIFICATIONS

• We are seeking candidates with over 2 years of experience in customer service, ideally with a background in the financial industry. While a FINRA Series 6 license is preferred, it is not required.
• Candidates must demonstrate extreme professionalism, possess strong interpersonal skills, and have excellent communication abilities. The ability to multi-task in a fast-paced environment is essential.
• Attention to detail and strong organizational skills are crucial for this position.
• Proficiency in MS Office, CRM software, and web-based applications is required, and experience with financial planning software is a plus.
• Please note that this job requires sitting for extended periods and involves substantial use of phones and computers.