Account Manager - Employee Benefits
About The Position
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! 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. Prior experience with Salesforce preferred.
- Ability to establish rapport and relationships with clients and carrier representatives.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
