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 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)

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, Accidental & Health) 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