Account Manager - Employee Benefits
20 days ago
Bethlehem
Job Description At BSI, we believe great client partnerships are built through trust, strategy, and exceptional service. As one of the region's fastest-growing employee benefits consulting firms, we are committed to advocating for our clients both personally and financially while fostering a workplace where employees feel supported, empowered, and inspired to grow. As our team continues to expand, we are seeking a driven and relationship-focused Account Manager to join us in delivering strategic guidance and an exceptional client experience to our growing client base. Award-Winning Culture, Expertise, and Service Excellence • Inc. Best in Business - (2022), • The Chamber Business of the Year - (2022), • Lehigh Valley Community Service Award PICPA & Lifepath - (2020), • Inc. Best Workplaces - (2021 - Present), • Lehigh Valley Business Fastest Growing Companies - (2014 - Present), • Who's Who in Business - (2021 - Present), • Inc. 5000 Fastest Growing Privately Held Company - (2020 & 2021), • Lehigh Valley Business Best Benefits Consulting Firm - (2017 - Present) What You'll Do As an Account Manager, you will serve as a trusted advisor and primary HR-level contact for a portfolio of strategic clients. In partnership with the Account Director, you will help drive client retention, support long-term benefits strategies, and ensure clients receive proactive, high-level service. Key responsibilities include: • Serve as the primary point of contact for assigned clients, providing responsive and proactive support, • Build strong relationships with HR leaders, carrier partners, and internal teams, • Partner closely with the Account Director to support strategic initiatives and ongoing client needs, • Assist in developing and presenting client materials, including renewals, year-end reviews, multi-year planning, and open enrollment presentations, • Support and help manage the annual renewal process for assigned clients, • Lead client open enrollment meetings both virtually and onsite, • Oversee day-to-day benefits administration and client service coordination, • Conduct educational meetings, wellness initiatives, and employee benefit presentations, • Gather and organize client data to support RFPs and strategic initiatives, • Coordinate carrier setup, EDI feeds, and carrier discrepancy reporting, • Review and reconcile billing statements and carrier documentation, • Support client compliance initiatives, including 5500 filings, Medicare Part D notices, 1095 reporting, PCORI filings, and other regulatory requirements, • Track deadlines and stay informed on evolving compliance and benefits regulations, • Assist with mentoring and supporting Client Service Coordinators when applicable, • Participate in new business presentations and company initiatives as needed, • Collaborate cross-functionally to support special projects and overall team success, • Travel to client locations for meetings, enrollments, and onsite support, including occasional overnight travel What You Need to Thrive in This Role We are looking for someone who is client-focused, strategic, detail-oriented, and thrives in a collaborative, fast-paced environment. Qualifications include: • Bachelor's degree in Business, Communications, or a related field preferred, • 2–3 years of experience in employee benefits, health insurance, or a related industry, • Life, Accident, and Health insurance license, or the ability to obtain licensure within 6 months, • Strong understanding of employee benefits and health insurance administration, • Experience reviewing and interpreting carrier reports and benefits data, • Excellent written, verbal, and presentation skills, • Strong organizational skills and ability to manage multiple priorities effectively, • Client-first mindset with exceptional problem-solving and relationship-building abilities, • Ability to work independently while collaborating closely with internal teams, • Proficiency in Microsoft Office and Google Workspace, • Salesforce or CRM experience preferred, • Willingness to travel to client locations and occasionally work outside standard business hours, • Bilingual candidates (English/Spanish) are encouraged to apply What We Offer You BSI engages in an employee-first approach as part of our team-oriented and supportive culture. We offer a variety of benefits and perks, including: • Comprehensive medical, dental, and vision benefits, • Employer-paid STD, LTD, and life insurance; voluntary supplemental life and AD&D insurance options provided., • Telemedicine and employee wellness program, • 401k plan with generous company match, • Profit sharing plan, • Tuition assistance and student loan repayment benefits, • Generous PTO plan and paid holidays (including your birthday!), • Hybrid work model, • Free coffee/tea at the local coffee shop located by our office, • Healthy snacks in the office, • Summer Flex Fridays, • Fun, team-spirited work environment with company events, cultural activities, and team bonding