Account Manager - Employee Benefits
2 days ago
Bethlehem
Job Description At BSI, we are dedicated to providing exceptional service to our clients. As a rapidly growing firm, we pride ourselves on advocating for our clients on both a human and financial level. Our team is expanding, and we are looking for a passionate and dedicated Account Manager to join us on this exciting journey. 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) As an Account Manager, you will play a key role in supporting BSI's strategic, large-segment clients by serving as the primary HR-level contact and trusted advisor for benefits administration and client service. Working closely with the Account Director, you will provide high-level support, problem-solving, and strategic guidance while delivering an exceptional client experience. Key responsibilities include: * Serve as the primary point of contact for HR leaders across an assigned book of business, ensuring responsive, proactive, and high-quality service * Partner closely with the Account Director to support strategic client relationships and act as a backup when needed * Prepare, update, and help present client-facing materials, including pre-renewal, renewal, year-end review, multi-year planning, and open enrollment presentations * Support and help manage the strategic renewal process for assigned clients * Lead and conduct open enrollment meetings, both in person and virtually * Oversee day-to-day benefits administration, client communications, and delegation of service needs * Conduct educational and wellness-related meetings for clients and their employees * Gather and compile client data to support RFPs and new business initiatives * Manage carrier setup, EDI file feeds, and monitor carrier discrepancy reports * Review and reconcile client billing statements * Serve as the point person for client compliance activities, including 5500 filings, 1095 reporting, Medicare Part D, PCORI, and other regulatory requirements * Track compliance timelines, deadlines, and required notifications while staying current on regulatory changes * Support the mentoring and training of Client Service Coordinators, when applicable * Participate in new business presentations as needed * Collaborate with internal teams and support other departments or special projects as required * Travel to client locations to support meetings and on-site needs, including occasional overnight travel What You Need to Thrive in This Role * Bachelor's degree in Business, Communications, or a related field * 2–3 years of experience in health insurance, employee benefits, or a related industry * Life, Accident, and Health insurance license, or the ability to obtain and maintain licensure within 6 months of employment * Strong understanding of health insurance plans, Health Savings Accounts (HSAs), and benefits administration * Experience reading, interpreting, and analyzing insurance carrier reports * Excellent written and verbal communication skills, with the ability to present professionally in person, virtually, and in writing * Exceptional active listening skills and a client-first mindset * Strong problem-solving abilities and comfort managing multiple priorities in a fast-paced environment * Highly organized with the ability to prioritize tasks and meet deadlines * Proficiency in Microsoft Office and Google Workspace * Prior experience with Salesforce or similar CRM/client tracking systems preferred (or ability to quickly become proficient) * Ability to build rapport and maintain strong relationships with clients and carrier partners * Willingness and ability to travel to client locations and occasionally work outside standard business hours • Bilingual candidates (English/Spanish) are encouraged to apply; bilingual proficiency is a plus but not required. 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