What are the responsibilities and job description for the Account Manager - Employee Benefits position at BSI Corporate 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:
Serve as the primary point of contact for HR leaders across an assigned book of business, ensuring responsive, proactive, and high-quality service
Partner closely with the Account Director to support strategic client relationships and act as a backup when needed
Prepare, update, and help present client-facing materials, including pre-renewal, renewal, year-end review, multi-year planning, and open enrollment presentations
Support and help manage the strategic renewal process for assigned clients
Lead and conduct open enrollment meetings, both in person and virtually
Oversee day-to-day benefits administration, client communications, and delegation of service needs
Conduct educational and wellness-related meetings for clients and their employees
Gather and compile client data to support RFPs and new business initiatives
Manage carrier setup, EDI file feeds, and monitor carrier discrepancy reports
Review and reconcile client billing statements
Serve as the point person for client compliance activities, including 5500 filings, 1095 reporting, Medicare Part D, PCORI, and other regulatory requirements
Track compliance timelines, deadlines, and required notifications while staying current on regulatory changes
Support the mentoring and training of Client Service Coordinators, when applicable
Participate in new business presentations as needed
Collaborate with internal teams and support other departments or special projects as required
Travel to client locations to support meetings and on-site needs, including occasional overnight travel
What You Need to Thrive in This Role
Bachelor's degree in Business, Communications, or a related field
2–3 years of experience in health insurance, employee benefits, or a related industry
Life, Accident, and Health insurance license, or the ability to obtain and maintain licensure within 6 months of employment
Strong understanding of health insurance plans, Health Savings Accounts (HSAs), and benefits administration
Experience reading, interpreting, and analyzing insurance carrier reports
Excellent written and verbal communication skills, with the ability to present professionally in person, virtually, and in writing
Exceptional active listening skills and a client-first mindset
Strong problem-solving abilities and comfort managing multiple priorities in a fast-paced environment
Highly organized with the ability to prioritize tasks and meet deadlines
Proficiency in Microsoft Office and Google Workspace
Prior experience with Salesforce or similar CRM/client tracking systems preferred (or ability to quickly become proficient)
Ability to build rapport and maintain strong relationships with clients and carrier partners
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