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BSI Corporate Benefits · 20 hours ago

Account Director - Employee Benefits

205 Webster Street, Bethlehem, PA 18015, USA

Full-time

Hybrid

Mid, Senior Level

5+ years exp

BSI Corporate Benefits is a rapidly growing firm dedicated to providing exceptional service to clients. The Account Director will manage key accounts, establish strategic goals, and ensure the Account Management team meets all objectives while providing outstanding customer service and supporting new business initiatives.

ConsultingFinancial ServicesInsurance

Responsibilities

Manage Key Accounts within BSI's Book of Business including strategic planning, long-term relationships, and analyzing current plans as well as future opportunities

Establish strategic goals for all key accounts

Ensure the Account Management team successfully meets all established goals for key accounts

Manage and execute the complete Strategic Renewal Process including compiling data for RFP, negotiating with carriers, meetings with the internal team on marketing, coordinating Open Enrollment meetings and all necessary follow-up by verifying correct rates/plans are implemented by the carrier

Prepare and execute presentations related to Pre-Renewal, Renewal, Year-End Review, Multi-Year Planning, etc. for each key account

Prepare and deliver client monthly and quarterly reports in coordination with the data team

Provide a comprehensive understanding of the issues and laws pertinent to the industry, including the Affordable Care Act and Consolidated Appropriations Act

Communicate with EVP of Client Retention regularly on all accounts

Provide outstanding customer service to all current and prospective clients

Strategize with the EVP of Client Retention to make decisions on the needs and growth of the agency as it relates to your assigned book of business

Build on BSI value-added products and services to produce organic growth within your assigned book of business

Support new business team and Producers with new business proposal developments

Prepare and attend prospect meetings with new business team and/or Producers

Conduct transition meetings from new sales to account management with new clients

Qualification

Group Employee BenefitsAccount ManagementProject ManagementInsurance LicensesHealthWelfare UnderwritingData AnalysisComputer SkillsBilingual (English/Spanish)Communication SkillsRelationship BuildingOrganizational Skills

Required

Bachelor's degree in business administration, finance, human resources, marketing communications or another related field is preferred

The ideal candidate will have 5-8 years of business experience and knowledge of Group Employee Benefits or Account Management

The desired individual will have demonstrated project management skills and ability to participate in business development activities, as well as understanding of health and welfare underwriting, analytics and modeling

Prior experience managing an Account Team is a plus

Knowledge of and familiarity with current Health, Life, Dental, Vision, Long-Term Disability (LTD), Short-Term Disability (STD) and Long-Term Care products

Insurance Licenses (Life, Accidental & Health) required or completed within 90 days from date of hire

Comprehensive understanding of insurance rating processes for fully-insured, experience rated, and self-funded plans (underwriting background is a plus)

Experience spread-sheeting rates and interpreting reports from insurance carriers

Superior oral and written communication skills and the ability to present professionally via in-person, online, over the phone and written communications

Ability to establish a rapport and build relationships with clients and carrier representatives

Exceptional active listening skills

Strong computer skills including MS Office Suite and Google

Ability to manage multiple projects while working in a fast-paced, high-intensity work environment

Excellent organizational skills and the ability to prioritize tasks appropriately

Self-starter with the willingness to learn and work independently