Account Manager - Employee Benefits

Account Manager

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