What are the responsibilities and job description for the Client Service Coordinator - Employee Benefits position at BSI Corporate Benefits?
At BSI, we believe exceptional client service starts with exceptional people. As one of the region's fastest-growing employee benefits consulting firms, we are passionate about advocating for our clients both personally and financially while creating a workplace where employees feel supported, valued, and empowered to grow.
As our team continues to expand, we are looking for a motivated and relationship-driven Client Service Coordinator to join us and play a key role in delivering an outstanding client experience.
Award-Winning Culture, Expertise, and Service Excellence
As a Client Service Coordinator, you will serve as an important partner to both our clients and internal account teams. This role offers the opportunity to build strong client relationships, support employee benefit programs, and contribute directly to client satisfaction and retention.
Key Responsibilities Include
We are looking for someone who is organized, client-focused, collaborative, and eager to grow within the employee benefits industry.
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 looking for a motivated and relationship-driven Client Service Coordinator to join us and play a key role in delivering an outstanding client experience.
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 a Client Service Coordinator, you will serve as an important partner to both our clients and internal account teams. This role offers the opportunity to build strong client relationships, support employee benefit programs, and contribute directly to client satisfaction and retention.
Key Responsibilities Include
- Support the day-to-day service needs of assigned clients, including benefits administration and wellness initiatives
- Serve as a primary point of contact for client questions, requests, and ongoing support needs
- Partner with Account Leads and internal teams to ensure an exceptional client experience
- Assist in preparing client presentations, communications, and engagement materials
- Maintain and update client information within internal systems and Salesforce
- Support employee communication and engagement initiatives for clients
- Track wellness participation and assist with reporting needs
- Provide support during client open enrollment meetings and educational sessions
- Help monitor compliance timelines and assist with benefit compliance initiatives
- Collaborate across departments to support special projects and team initiatives
- Travel to client locations for meetings, open enrollments, and onsite support as needed
We are looking for someone who is organized, client-focused, collaborative, and eager to grow within the employee benefits industry.
Qualifications Include
- Bachelor's degree in Business, Communication, or a related field preferred; equivalent industry experience considered
- 4 years of related experience is a plus
- Ability to obtain Life, Accident, and Health insurance licenses within 6 months of employment
- Strong understanding of health insurance and employee benefits preferred
- Excellent communication and relationship-building skills
- Strong attention to detail and organizational abilities
- Ability to manage multiple priorities in a fast-paced environment
- Comfortable working independently while also collaborating closely with a team
- Strong technical skills, including Microsoft Office and Google Workspace; Salesforce experience is a plus
- 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