Account Manager - Employee Benefits

BSI Corporate Benefits•Bethlehem, PA

5d•Hybrid

About The Position

BSI Corporate Benefits is seeking an experienced customer-focused professional to join their Account Management team as an Account Manager. This role will lead and manage an assigned book of business. BSI is an independent employee benefits consulting firm representing over 150 corporate clients across the US and Canada, specializing in health, life, disability, strategic wellness, and other benefit needs. They have been recognized with multiple awards and accolades, including "Best Benefits Consulting Firm," "Fastest Growing," "Inc. 5000," and "Who's Who." BSI was also voted one of the "Best Places to Work" for two consecutive years, emphasizing employee satisfaction, growth, and retention. The company fosters a work environment and culture that promotes teamwork, individuality, and employee voice, offering training and tuition assistance for professional development.

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 Zywave Brokerage Builder 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.