Account Manager - Employee Benefits

BSI Corporate Benefits; Bethlehem (Northampton County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

STD/LTD/Life insurance

Telemedicine

401k match

Profit sharing

Tuition assistance

PTO and holidays

Hybrid work model

Coffee & snacks

Summer Fridays

Team events

Job summary

BSI Corporate Benefits is seeking an experienced Account Manager to manage and grow a portfolio of client relationships, delivering exceptional service and strategic support. This hybrid role offers in-office and remote work, with meaningful impact in a collaborative, fast-paced environment.

The ideal candidate will have a bachelor’s degree in business or communications and 2–3 years of health insurance experience, with relevant licenses or the ability to obtain them within six months.

Qualifications

• Bachelor’s degree in Business, Communications or related field.
• 2–3 years health insurance experience.
• Licenses in Life, Accident, and Health or ability to obtain within 6 months.
• Understanding of Health Insurance and Health Savings Accounts.
• Experience reading and interpreting carrier reports.
• Ability to work under pressure with interruptions.
• Strong organizational and prioritization skills.
• Excellent written and verbal communication; professional presentation.
• Proficient in MS Office and Google Suite; Salesforce preferred.

Responsibilities

• Manage day-to-day execution of client benefits administration and related communications.
• Serve as HR-level contact for all groups in the book of business.
• Provide outstanding customer service to current and prospective clients.
• Support renewal processes for groups in the book of business.
• Prepare client presentations for Pre-Renewal, Renewal, Year-End reviews, and Open Enrollment.
• Conduct health/wellness meetings with clients and employees.
• Compile client data for RFPs and new business development.
• Manage client compliance activities and billing reconciliation.
• Develop internal timelines and notifications for client compliance programs.
• Lead Open Enrollment presentations in person and virtually.
• Mentor/coach Client Service Coordinator if applicable.

Skills

Client relations

Communication

Organization

Active listening

Problem solving

Presentation

Salesforce familiarity

Education

Bachelor’s degree in Business/Communications

Tools

Salesforce

MS Office

Google Workspace

Job description

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!

What Makes this Job So Unique?

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:

• 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

Qualified Candidates Should Possess:

• 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.

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

Award-Winning Culture, Expertise, and Service Excellence

• Inc. Best Workplaces - (2021, 2022, 2023, 2025, 2026)
• Inc. 5000 Fastest Growing Privately Held Company - (2020, 2021, 2024, 2025)
• Inc. Best in Business - (2022)
• The Chamber Business of the Year - (2022)
• Lehigh Valley Community Service Award PICPA & Lifepath - (2020)
• Lehigh Valley Business Fastest Growing Companies - (2014 - Present)
• Who's Who in Business - (2021 - Present)
• Lehigh Valley Business Best Benefits Consulting Firm - (2017 - Present)

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Please be advised that per company policy, BSI is unable to consider candidates employed by current BSI clients. We appreciate your understanding.

We continually celebrate the diverse community that different individuals cultivate. As an equal-opportunity employer, we stay true to that by ensuring that our place can be anyone's place.