Account Manager - Employee Benefits

BSI Corporate BenefitsBethlehem, PA
$75,000 - $85,000Hybrid

About The Position

BSI Corporate Benefits is seeking an experienced Account Manager to oversee and grow an assigned portfolio of clients as part of our dynamic, client-focused Account Management team. This hybrid role offers the flexibility of both in-office and remote work while providing the opportunity to make a meaningful impact within a fast-paced, collaborative environment. Join us and be part of our continued success! 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:

Requirements

  • 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.
  • Ability to establish rapport and relationships with clients and carrier representatives.

Nice To Haves

  • Prior experience with Salesforce preferred.

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

Benefits

  • 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
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