Associate Account Director - Employee Benefits

At BSI, we are dedicated to providing exceptional service to our clients by advocating for them on both a human and financial level. As one of the fastest-growing employee benefits firms in the country, we are proud of our award-winning culture, collaborative environment, and commitment to excellence.

We are seeking an Associate Account Director to support and expand relationships with our large, strategic client accounts. This is a client-facing leadership role that partners closely with Account Directors, mentors account teams, and plays a critical role in renewals, compliance, and long-term client strategy.

Award-Winning Culture, Expertise, and Service Excellence

• Inc. Best in Business - (2022)
• The Chamber Business of the Year - (2022)
• Lehigh Valley Community Service Award PICPALifepath - (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 - (20202021)
• Lehigh Valley Business Best Benefits Consulting Firm - (2017 - Present)

What You'll Do

As an Associate Account Director, you will serve as a trusted advisor to clients and a leader within the account management team. Your work will directly support client retention, revenue growth, and service excellence through the following responsibilities:

Client Relationship Management

• Serve as a key point of contact for strategic clients, partnering with the Account Director to maintain strong relationships, client satisfaction, and 100% persistence
• Lead and support client-facing meetings, including Open Enrollment meetings, claims reviews, renewal presentations, and year-end reviews in collaboration with the Analytics team
• Partner with clients on long-term benefits strategy, aligning plan design and recommendations with both client goals and profitability targets
• Oversee day-to-day execution of benefits administration, including employee communications and service delegation
• Review and ensure accuracy of critical client deliverables such as renewal projections, claims analyses, and financial reports

Strategic RenewalCompliance Support

• Support the strategic renewal process by analyzing claims data, evaluating carrier options, and preparing client recommendations
• Oversee compliance activities, including 5500 filings, 1095 reporting, Medicare Part D, PCORI fees, and other regulatory requirements
• Develop and manage internal tracking processes to ensure compliance timelines and notifications are met
• Manage and monitor EDI file feeds and carrier discrepancy reports to ensure data integrity and consistency

Team DevelopmentMentorship

• Mentor and support Account Managers and Client Service Coordinators through coaching, feedback, and professional development
• Act as a resource for problem-solving, escalation support, and strategic execution
• Review client-facing materials prepared by team members to ensure accuracy, professionalism, and alignment with client expectations

Operational EfficiencyGrowth Support

• Assist in maintaining profitability and operational efficiency across the book of business through audits, process improvements, and strategic planning
• Support new business development through participation in RFPs, prospect meetings, and client presentations
• Contribute to company-wide goals related to growth, client satisfaction, and service excellence

What You Need to Thrive in This Role

You'll succeed in this role if you are both client-focused and team-oriented, with a strong understanding of employee benefits and a passion for leadership. We're looking for someone who brings:

• A Bachelor's degree in Business, Communications, or a related field
• 3–5 years of experience in employee benefits, health insurance, or account management
• Active Life, Accident, and Health insurance licenses (or ability to obtain within 90 days)
• Strong knowledge of health insurance products, HSAs, and benefits-related compliance requirements
• Experience delivering and interpreting carrier reports, including claims analyses and renewal projections
• Proven ability to manage competing priorities, work under pressure, and solve problems effectively
• Excellent written and verbal communication skills, with confidence delivering professional client presentations
• Demonstrated leadership and mentorship experience, with a commitment to developing others
• Strong technical skills, including MS Office, Google Suite, and familiarity with Salesforce
• Exceptional relationship-building and active listening skills to establish trust with clients, teammates, and carrier partners
• Flexibility to work beyond standard office hours and travel as needed to support client and organizational needs

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 a generous company match
• Profit-sharing plan
• Tuition assistance and student loan repayment benefits
• Company-supported professional development and continuing education opportunities
• Generous PTO plan and paid holidays (including your birthday!)
• Hybrid work model
• Free coffee/tea at the local coffee shop located near our office
• Healthy snacks in the office
• Summer Flex Fridays
• Fun, team-spirited work environment with company events, cultural activities, and team bonding