Client Service Coordinator, Strategic Accounts – Employee Benefits Position Available In Northampton, Pennsylvania

Client Service Coordinator, Strategic Accounts

• Employee Benefits 5.0 5.0 out of 5 stars Bethlehem, PA 18015
• Hybrid work 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 a 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

CURRENT BUSINESS

Provide support for group level issues to all current and prospective clients on a daily basis Create and prepare specific client presentations for the Account Director to add major components Responsible for completing and compiling all client paperwork as it relates to renewals, benefit changes, compliance reviews, open enrollment, etc. and save on BSI shared drive. Responsible for wellness participation tracking monthly Assists with open enrollment and other meetings when necessary as determined by the Account Director Provide necessary follow-up by assisting the data team with audits to verify correct rates/plans are implemented by the carrier Support Account Director with requests for proposals and enrollment preparations for key accounts Provide a brief understanding of the issues and laws pertinent to the industry, including the Affordable Care Act Willingness to learn and understand financial arrangements (fully insured, experience-rated, self-funded, etc.) and the pros and cons of each Follow corporate standards regarding formatting, presentation style, and content Operate within appropriate guidelines to prevent Error and Omission claims Works with the Account Director to ensure all client plan information (plans, contacts, commissions, etc.) is entered into Salesforce, our internal tracking system Acts as liaison between client and BSI Customer Service team to enter inquiries into Salesforce and steps in to assist when needed Collaborate with Marketing to create custom flyers and other communications relevant to employee engagement Update flyers as needed with minor changes such as logos etc. and distribute to clients for employee engagement purposes Facilitate the EOS meeting agenda in regard to introducing each section, take meeting minutes and send the documents 24 hours in advance for review. Supports the maintenance of all internal notifications and tracking of any upcoming compliance needs for the account teams to communicate to necessary clients. Assists in compiling all client information needed for Compliance Binders and/or guidebooks as needed. Assists with developing service calendars Manage carrier set up and portal access for groups and teams in assigned book of business Manage all client compliance activities and support AD for 5500, 1095, Medicare Part D, PCORI, CAA, etc.

NEW BUSINESS

Supports Account Director with documents for transition meetings with new clients Supports Account Director with the preparation of open enrollment meetings for new clients

OTHER FUNCTIONS

Creates paper and electronic files according to corporate standards Displays professional conduct that acts as a positive example for the team Protect confidential material, procedure manuals, and methods of doing business Keeps Outlook calendar up to date and accessible Keeps hours as necessary to complete all position requirements Maintains an organized work area that allows co-workers to access information when required during the absence of the employee Use appropriate conflict resolutions and provide constructive feedback to management and suggest possible resolutions Available to support other departments and/or additional projects when needed What You Need to Thrive in This Role A bachelor’s degree in business, communications, general studies, or similar area or 4 years of industry-related experience preferred Insurance licenses (Life, AccidentalHealth) required within six months of employment and ability to maintain insurance license Understanding of insurance rating processes for fully insured, experience-rated, and self-funded plans Experience in reading and interpreting reports from insurance carriers Basic knowledge of Health Savings Accounts A high energy level and the ability to work under significant pressure with frequent interruptions Solid problem-solving skills and the ability to concurrently handle many issues Organizational skills and the ability to prioritize Superior written and verbal communication skills Ability to become proficient in Agency Management Software

• Salesforce Proficiency with software programs, such as PowerPoint, Outlook, Word, Excel, and Google Suite Ability to establish rapport and relationships with clients and carrier representatives 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