Account Manager - Employee Benefits

BSI Corporate Benefits•Bethlehem, PA

2d•Hybrid

About The Position

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.

Requirements

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
Willingness to travel to client locations and occasionally work outside standard business hours
Bilingual candidates (English/Spanish) are encouraged to apply

Nice To Haves

Salesforce or CRM experience preferred

Responsibilities

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

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