Account Manager - Employee Benefits

Account Manager - Employee Benefits

BSI Corporate Benefits is seeking an experienced Account Manager to join our dynamic, client-focused team. In this role, you will manage and grow a portfolio of valued client relationships, delivering exceptional service and strategic support. This hybrid position offers the flexibility of both in-office and remote work, along with the opportunity to make a meaningful impact in a collaborative, fast-paced environment. If you're passionate about client success and looking to grow with a thriving organization, we'd love to hear from you!

What Makes this Job So Unique?

As an Account Manager, you will have a unique opportunity to make a significant and meaningful contribution to the success of BSI and its clients through the following core job responsibilities:

• Manage the day-to-day execution of client benefits administration, client communications related to employee benefits, and the delegation of customer service needs.
• Serve as the point of contact at the HR level for all groups in assigned book of business.
• Provide outstanding customer service to all current and prospective clients.
• Support the strategic renewal process for groups in assigned book of business.
• Prepare client presentations related to Pre-Renewal, Renewal, Year-End Review, Multi-Year Planning, Open Enrollment etc.
• Conduct educational and health/wellness-related meetings with clients and their employees.
• Compile pertinent information from the client to prepare an RFP.
• Support the development of new business.
• Manage all client compliance activities.
• Develop an internal process of tracking timelines and notifications for client compliance programs.
• Review and reconcile client billing statements.
• Update client files.
• Manage carrier set up for groups in assigned book of business.
• Conduct and lead Open Enrollment presentations in person and virtually.
• Assist the Account Director in mentoring and training of Client Service Coordinator if applicable.
• Support the Senior Account Executive & Producer with other tasks as assigned

Qualified Candidates Should Possess:

• A Bachelor's Degree in Business, Communications or other related field.
• 2-3 years of health insurance experience
• Life, Accident, and Health insurance licenses or the ability to obtain them within 6 months of employment.
• Understanding of Health Insurance and Health Savings Accounts
• Experience reading and interpreting reports from insurance carriers.
• Ability to work under significant pressure with frequent interruptions.
• Solid problem-solving skills and the ability to concurrently handle a large number of issues.
• Organizational skills and the ability to prioritize tasks appropriately.
• Superior written and verbal communication skills and the ability to present professionally via in-person, online, phone, and written communication methods.
• Exceptional active listening skills
• Strong computer skills inclusive of MS Office and Google Suite. Prior experience with Salesforce preferred.
• Ability to establish rapport and relationships with clients and carrier representatives.

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 office
• Summer Flex Fridays
• Fun, team-spirited work environment with company events, cultural activities, and team bonding

Award-Winning Culture, Expertise, and Service Excellence

• Inc. Best Workplaces - (2021, 2022, 2023, 2025, 2026)
• Inc. 5000 Fastest Growing Privately Held Company - (2020, 2021, 2024, 2025)
• Inc. Best in Business - (2022)
• The Chamber Business of the Year - (2022)
• Lehigh Valley Community Service Award PICPA & Lifepath - (2020)
• Lehigh Valley Business Fastest Growing Companies - (2014 - Present)
• Who's Who in Business - (2021 - Present)
• Lehigh Valley Business Best Benefits Consulting Firm - (2017 - Present)