Associate Account Director - Employee Benefits

BSI Corporate Benefits•Bethlehem, PA

1d•Hybrid

About The Position

At BSI, we are dedicated to providing exceptional service to our clients by advocating for them on both a human and financial level. As one of the fastest-growing employee benefits firms in the country, we are proud of our award-winning culture, collaborative environment, and commitment to excellence. We are seeking an Associate Account Director to support and expand relationships with our large, strategic client accounts. This is a client-facing leadership role that partners closely with Account Directors, mentors account teams, and plays a critical role in renewals, compliance, and long-term client strategy. Award-Winning Culture, Expertise, and Service Excellence Inc. Best in Business - (2022) The Chamber Business of the Year - (2022) Lehigh Valley Community Service Award PICPA & Lifepath - (2020) Inc. Best Workplaces - (2021 - Present) Lehigh Valley Business Fastest Growing Companies - (2014 - Present) Who's Who in Business - (2021 - Present) Inc. 5000 Fastest Growing Privately Held Company - (2020 & 2021) Lehigh Valley Business Best Benefits Consulting Firm - (2017 - Present)

Requirements

A Bachelor's degree in Business, Communications, or a related field
3–5 years of experience in employee benefits, health insurance, or account management
Active Life, Accident, and Health insurance licenses (or ability to obtain within 90 days)
Strong knowledge of health insurance products, HSAs, and benefits-related compliance requirements
Experience delivering and interpreting carrier reports, including claims analyses and renewal projections
Proven ability to manage competing priorities, work under pressure, and solve problems effectively
Excellent written and verbal communication skills, with confidence delivering professional client presentations
Demonstrated leadership and mentorship experience, with a commitment to developing others
Strong technical skills, including MS Office, Google Suite, and familiarity with Salesforce
Exceptional relationship-building and active listening skills to establish trust with clients, teammates, and carrier partners
Flexibility to work beyond standard office hours and travel as needed to support client and organizational needs

Responsibilities

Serve as a key point of contact for strategic clients, partnering with the Account Director to maintain strong relationships, client satisfaction, and 100% persistence
Lead and support client-facing meetings, including Open Enrollment meetings, claims reviews, renewal presentations, and year-end reviews in collaboration with the Analytics team
Partner with clients on long-term benefits strategy, aligning plan design and recommendations with both client goals and profitability targets
Oversee day-to-day execution of benefits administration, including employee communications and service delegation
Review and ensure accuracy of critical client deliverables such as renewal projections, claims analyses, and financial reports
Support the strategic renewal process by analyzing claims data, evaluating carrier options, and preparing client recommendations
Oversee compliance activities, including 5500 filings, 1095 reporting, Medicare Part D, PCORI fees, and other regulatory requirements
Develop and manage internal tracking processes to ensure compliance timelines and notifications are met
Manage and monitor EDI file feeds and carrier discrepancy reports to ensure data integrity and consistency
Mentor and support Account Managers and Client Service Coordinators through coaching, feedback, and professional development
Act as a resource for problem-solving, escalation support, and strategic execution
Review client-facing materials prepared by team members to ensure accuracy, professionalism, and alignment with client expectations
Assist in maintaining profitability and operational efficiency across the book of business through audits, process improvements, and strategic planning
Support new business development through participation in RFPs, prospect meetings, and client presentations
Contribute to company-wide goals related to growth, client satisfaction, and service excellence

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 a generous company match
Profit-sharing plan
Tuition assistance and student loan repayment benefits
Company-supported professional development and continuing education opportunities
Generous PTO plan and paid holidays (including your birthday!)
Hybrid work model
Free coffee/tea at the local coffee shop located near our office
Healthy snacks in the office
Summer Flex Fridays
Fun, team-spirited work environment with company events, cultural activities, and team bonding