Account Manager - Employee Benefits

BSI Corporate Benefits is seeking an experienced Account Manager to oversee and grow an assigned portfolio of clients as part of our dynamic, client‑focused Account Management team. This hybrid role offers flexibility of both in‑office and remote work while providing the opportunity to make a meaningful impact within a fast‑paced, collaborative environment.

Responsibilities

• Manage the day‑to‑day execution of client benefits administration, client communications related to employee benefits, and the delegation of customer service needs.
• Serve as the point of contact at the HR level for all groups in the assigned book of business.
• Provide outstanding customer service to all current and prospective clients.
• Support the strategic renewal process for groups in the assigned book of business.
• Prepare client presentations related to pre‑renewal, renewal, year‑end review, multi‑year planning, open enrollment, etc.
• Conduct educational and health/wellness‑related meetings with clients and their employees.
• Compile pertinent information from the client to prepare an RFP.
• Support the development of new business.
• Manage all client compliance activities.
• Develop an internal process of tracking timelines and notifications for client compliance programs.
• Review and reconcile client billing statements.
• Update client files.
• Manage carrier set‑up for groups in the assigned book of business.
• Conduct and lead open enrollment presentations in person and virtually.
• Assist the Account Director in mentoring and training of the Client Service Coordinator, if applicable.
• Support the Senior Account Executive & Producer with other tasks as assigned.

Qualifications

• Bachelor’s degree in Business, Communications, or a related field.
• 2–3 years of health insurance experience.
• Life, Accident, and Health insurance licenses or the ability to obtain them within six months of employment.
• Understanding of health insurance and Health Savings Accounts.
• Experience reading and interpreting reports from insurance carriers.
• Ability to work under significant pressure with frequent interruptions.
• Solid problem‑solving skills and the ability to concurrently handle a large number of issues.
• Organizational skills and the ability to prioritize tasks appropriately.
• Superior written and verbal communication skills; ability to present professionally in‑person, online, by phone, and in writing.
• Exceptional active‑listening skills.
• Strong computer skills, including MS Office and Google Suite.
• Prior experience with Salesforce preferred.
• Ability to establish rapport and relationships with clients and carrier representatives.

Benefits

• Comprehensive medical, dental, and vision benefits.
• Employer‑paid short‑term disability, long‑term disability, and life insurance; voluntary supplemental life and AD&D insurance options.
• Telemedicine and employee wellness program.
• 401(k) 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.