Account Manager - Employee Benefits

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 Account Manager 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 an Account Manager, you will play a key role in supporting BSI's strategic, large-segment clients by serving as the primary HR-level contact and trusted advisor for benefits administration and client service. Working closely with the Account Director, you will provide high-level support, problem-solving, and strategic guidance while delivering an exceptional client experience.

Key responsibilities include:

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  Serve as the primary point of contact for HR leaders across an assigned book of business, ensuring responsive, proactive, and high-quality service

  
  


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  Partner closely with the Account Director to support strategic client relationships and act as a backup when needed

  
  


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  Prepare, update, and help present client-facing materials, including pre-renewal, renewal, year-end review, multi-year planning, and open enrollment presentations

  
  


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  Support and help manage the strategic renewal process for assigned clients

  
  


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  Lead and conduct open enrollment meetings, both in person and virtually

  
  


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  Oversee day-to-day benefits administration, client communications, and delegation of service needs

  
  


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  Conduct educational and wellness-related meetings for clients and their employees

  
  


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  Gather and compile client data to support RFPs and new business initiatives

  
  


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  Manage carrier setup, EDI file feeds, and monitor carrier discrepancy reports

  
  


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  Review and reconcile client billing statements

  
  


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  Serve as the point person for client compliance activities, including 5500 filings, 1095 reporting, Medicare Part D, PCORI, and other regulatory requirements

  
  


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  Track compliance timelines, deadlines, and required notifications while staying current on regulatory changes

  
  


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  Support the mentoring and training of Client Service Coordinators, when applicable

  
  


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  Participate in new business presentations as needed

  
  


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  Collaborate with internal teams and support other departments or special projects as required

  
  


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  Travel to client locations to support meetings and on-site needs, including occasional overnight travel

  
  

What You Need to Thrive in This Role

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  Bachelor's degree in Business, Communications, or a related field

  
  


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  2–3 years of experience in health insurance, employee benefits, or a related industry

  
  


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  Life, Accident, and Health insurance license, or the ability to obtain and maintain licensure within 6 months of employment

  
  


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  Strong understanding of health insurance plans, Health Savings Accounts (HSAs), and benefits administration

  
  


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  Experience reading, interpreting, and analyzing insurance carrier reports

  
  


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  Excellent written and verbal communication skills, with the ability to present professionally in person, virtually, and in writing

  
  


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  Exceptional active listening skills and a client-first mindset

  
  


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  Strong problem-solving abilities and comfort managing multiple priorities in a fast-paced environment

  
  


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  Highly organized with the ability to prioritize tasks and meet deadlines

  
  


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  Proficiency in Microsoft Office and Google Workspace

  
  


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  Prior experience with Salesforce or similar CRM/client tracking systems preferred (or ability to quickly become proficient)

  
  


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  Ability to build rapport and maintain strong relationships with clients and carrier partners

  
  


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  Willingness and ability to travel to client locations and occasionally work outside standard business hours

  
  


• Bilingual candidates (English/Spanish) are encouraged to apply; bilingual proficiency is a plus but not required.

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