Account Manager - Employee Benefits

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 PICPALifepath - (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 - (20202021)
• Lehigh Valley Business Best Benefits Consulting Firm - (2017 - Present)

What You'll Do

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