lavori da Atendimento Ao Cliente Home Office in località Regno Unito

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.

• 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)

1. Support current and prospective clients with group-level issues daily.
2. Create and prepare client presentations for the Account Director.
3. Complete and organize client paperwork related to renewals, benefit changes, and compliance reviews, saving documents on the shared drive.
4. Track wellness participation monthly.
5. Assist with open enrollment and meetings as needed.
6. Follow up by assisting the data team with audits to verify correct rates and plans.
7. Support the Account Director with proposals and enrollment preparations for key accounts.
8. Understand industry issues and laws, including the Affordable Care Act.
9. Learn about financial arrangements like fully insured, experience-rated, and self-funded plans.
10. Adhere to formatting and presentation standards.
11. Operate within guidelines to prevent errors and omissions.
12. Ensure client plan information is accurately entered into Salesforce.
13. Act as liaison between clients and the Customer Service team.
14. Collaborate with Marketing on communications and update materials as needed.
15. Facilitate EOS meetings, take minutes, and distribute documents in advance.
16. Maintain notifications and track compliance needs for clients.
17. Assist in compiling client information for compliance binders or guidebooks.
18. Develop service calendars.
19. Manage carrier setup and portal access.
20. Support compliance activities related to 5500, 1095, Medicare Part D, and others.

1. Support the Account Director with transition documents for new clients.
2. Assist in preparing for open enrollment meetings for new clients.

• Create and organize files.
• Maintain professional conduct and confidentiality.
• Keep Outlook calendar updated.
• Maintain an organized workspace.
• Use conflict resolution and provide constructive feedback.
• Support other departments and projects as needed.

• Bachelor’s degree in business, communications, or related field, or 4 years of industry experience.
• Insurance licenses (Life, Accidental & Health) within six months of employment.
• Understanding of insurance rating processes.
• Experience interpreting insurance reports.
• Knowledge of Health Savings Accounts.
• High energy and ability to work under pressure.
• Strong problem-solving and organizational skills.
• Excellent communication skills.
• Proficiency in Salesforce, PowerPoint, Outlook, Word, Excel, Google Suite.
• Ability to build rapport with clients and carriers.

Our employee-first culture offers:

• Medical, dental, and vision benefits.
• Paid STD, LTD, life insurance, and voluntary options.
• Telemedicine and wellness programs.
• 401k with company match.
• Profit sharing, tuition assistance, and student loan benefits.
• PTO, holidays, including your birthday.
• Hybrid work model.
• Office perks like free coffee/tea and snacks.
• Summer Flex Fridays.
• Team events and activities.

Salary: $50,000 - $60,000 per year.