Client Service Coordinator - 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 Client Service Specialist 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 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 a Client Service Coordinator, you will have a unique opportunity to make a significant and meaningful contribution to the success of BSI and its clients through the following core job responsibilities:

• Day-to-day execution of assigned client's benefits administration, wellness programs and overall client service needs
• Serve as the point of contact for all issues and services related to the account while supporting the Account Leads on all assigned tasks needed to ensure client retention
• Provide outstanding client service to all current and prospective clients on a daily basis
• Work directly with the Account team and all supporting departments to prepare client presentations
• Ensure all client information is maintained and updated using the internal tracking system
• Create and assist in employee engagement communications for clients
• Track monthly client wellness participation
• Provide support for client open enrollment meetings
• Track upcoming compliance needs and assist with client benefit compliance programs
• Provide support to other BSI departments on an as-needed basis
• Travel to client locations to support client meetings and on-site needs.

What You Need to Thrive in This Role

• Bachelor's Degree in Business, Communication, or other related field or 4 years of industry-related experience
• Life, Accident, and Health insurance licenses or the ability to obtain them within 6 months of employment
• Understanding of Health Insurance, Health Savings Accounts, and the insurance rating process for fully insured, experience-rated, and self-funded plans
• Superior oral and written communication skills and the ability to present professionally via in-person, online, phone, and written communication methods
• Ability to establish a rapport and build relationships with clients and carrier representatives
• Exceptional active listening skills
• Strong computer skills inclusive of the MS Office SuiteGoogle. Prior experience with Salesforce or client information tracking systems is preferred.
• Ability to manage multiple projects while working in a fast-paced work environment
• Excellent organizational skills and the ability to prioritize tasks appropriately
• Self-starter with the willingness to learn and work independently
• 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