Client Success & Benefits Account Manager

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 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.