What are the responsibilities and job description for the Account Manager - Employee Benefits position at BSI Corporate Benefits?
At BSI, we believe great client partnerships are built through trust, strategy, and exceptional service. As one of the region's fastest-growing employee benefits consulting firms, we are committed to advocating for our clients both personally and financially while fostering a workplace where employees feel supported, empowered, and inspired to grow.
As our team continues to expand, we are seeking a driven and relationship-focused Account Manager to join us in delivering strategic guidance and an exceptional client experience to our growing client base.
Award-Winning Culture, Expertise, and Service Excellence
As an Account Manager, you will serve as a trusted advisor and primary HR-level contact for a portfolio of strategic clients. In partnership with the Account Director, you will help drive client retention, support long-term benefits strategies, and ensure clients receive proactive, high-level service.
Key Responsibilities Include
We are looking for someone who is client-focused, strategic, detail-oriented, and thrives in a collaborative, fast-paced environment.
Qualifications Include
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:
As our team continues to expand, we are seeking a driven and relationship-focused Account Manager to join us in delivering strategic guidance and an exceptional client experience to our growing client base.
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)
As an Account Manager, you will serve as a trusted advisor and primary HR-level contact for a portfolio of strategic clients. In partnership with the Account Director, you will help drive client retention, support long-term benefits strategies, and ensure clients receive proactive, high-level service.
Key Responsibilities Include
- Serve as the primary point of contact for assigned clients, providing responsive and proactive support
- Build strong relationships with HR leaders, carrier partners, and internal teams
- Partner closely with the Account Director to support strategic initiatives and ongoing client needs
- Assist in developing and presenting client materials, including renewals, year-end reviews, multi-year planning, and open enrollment presentations
- Support and help manage the annual renewal process for assigned clients
- Lead client open enrollment meetings both virtually and onsite
- Oversee day-to-day benefits administration and client service coordination
- Conduct educational meetings, wellness initiatives, and employee benefit presentations
- Gather and organize client data to support RFPs and strategic initiatives
- Coordinate carrier setup, EDI feeds, and carrier discrepancy reporting
- Review and reconcile billing statements and carrier documentation
- Support client compliance initiatives, including 5500 filings, Medicare Part D notices, 1095 reporting, PCORI filings, and other regulatory requirements
- Track deadlines and stay informed on evolving compliance and benefits regulations
- Assist with mentoring and supporting Client Service Coordinators when applicable
- Participate in new business presentations and company initiatives as needed
- Collaborate cross-functionally to support special projects and overall team success
- Travel to client locations for meetings, enrollments, and onsite support, including occasional overnight travel
We are looking for someone who is client-focused, strategic, detail-oriented, and thrives in a collaborative, fast-paced environment.
Qualifications Include
- Bachelor's degree in Business, Communications, or a related field preferred
- 2–3 years of experience in employee benefits, health insurance, or a related industry
- Life, Accident, and Health insurance license, or the ability to obtain licensure within 6 months
- Strong understanding of employee benefits and health insurance administration
- Experience reviewing and interpreting carrier reports and benefits data
- Excellent written, verbal, and presentation skills
- Strong organizational skills and ability to manage multiple priorities effectively
- Client-first mindset with exceptional problem-solving and relationship-building abilities
- Ability to work independently while collaborating closely with internal teams
- Proficiency in Microsoft Office and Google Workspace
- Salesforce or CRM experience preferred
- Willingness to travel to client locations and occasionally work outside standard business hours
- Bilingual candidates (English/Spanish) are encouraged to apply
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