Client Service Coordinator - Employee Benefits

BSI Corporate Benefits•Bethlehem, PA

1d•Hybrid

About The Position

At BSI, we are dedicated to providing exceptional service to our clients. As a rapidly growing firm, we pride ourselves on advocating for our clients on both a human and financial level. Our team is expanding, and we are looking for a passionate and dedicated Client Service Specialist to join us on this exciting journey. 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) What You'll Do As a Client Service Coordinator, 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: Day-to-day execution of assigned client's benefits administration, wellness programs and overall client service needs Serve as the point of contact for all issues and services related to the account while supporting the Account Leads on all assigned tasks needed to ensure client retention Provide outstanding client service to all current and prospective clients on a daily basis Work directly with the Account team and all supporting departments to prepare client presentations Ensure all client information is maintained and updated using the internal tracking system Create and assist in employee engagement communications for clients Track monthly client wellness participation Provide support for client open enrollment meetings Track upcoming compliance needs and assist with client benefit compliance programs Provide support to other BSI departments on an as-needed basis Travel to client locations to support client meetings and on-site needs. What You Need to Thrive in This Role Bachelor's Degree in Business, Communication, or other related field or 4 years of industry-related experience Life, Accident, and Health insurance licenses or the ability to obtain them within 6 months of employment Understanding of Health Insurance, Health Savings Accounts, and the insurance rating process for fully insured, experience-rated, and self-funded plans Superior oral and written communication skills and the ability to present professionally via in-person, online, phone, and written communication methods Ability to establish a rapport and build relationships with clients and carrier representatives Exceptional active listening skills Strong computer skills inclusive of the MS Office Suite & Google. Prior experience with Salesforce or client information tracking systems is preferred. Ability to manage multiple projects while working in a fast-paced work environment Excellent organizational skills and the ability to prioritize tasks appropriately Self-starter with the willingness to learn and work independently What We Offer You BSI engages in an employee-first approach as part of our team-oriented and supportive culture. We offer a variety of benefits and perks, including: 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

Requirements

Bachelor's Degree in Business, Communication, or other related field or 4 years of industry-related experience
Life, Accident, and Health insurance licenses or the ability to obtain them within 6 months of employment
Understanding of Health Insurance, Health Savings Accounts, and the insurance rating process for fully insured, experience-rated, and self-funded plans
Superior oral and written communication skills and the ability to present professionally via in-person, online, phone, and written communication methods
Ability to establish a rapport and build relationships with clients and carrier representatives
Exceptional active listening skills
Strong computer skills inclusive of the MS Office Suite & Google.
Ability to manage multiple projects while working in a fast-paced work environment
Excellent organizational skills and the ability to prioritize tasks appropriately
Self-starter with the willingness to learn and work independently

Nice To Haves

Prior experience with Salesforce or client information tracking systems is preferred.

Responsibilities

Day-to-day execution of assigned client's benefits administration, wellness programs and overall client service needs
Serve as the point of contact for all issues and services related to the account while supporting the Account Leads on all assigned tasks needed to ensure client retention
Provide outstanding client service to all current and prospective clients on a daily basis
Work directly with the Account team and all supporting departments to prepare client presentations
Ensure all client information is maintained and updated using the internal tracking system
Create and assist in employee engagement communications for clients
Track monthly client wellness participation
Provide support for client open enrollment meetings
Track upcoming compliance needs and assist with client benefit compliance programs
Provide support to other BSI departments on an as-needed basis
Travel to client locations to support client meetings and on-site needs.

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