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 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
As a Client Service Coordinator, you will have a unique opportunity to make a significant and meaningful contribution to the success of BSI and its clients through the following core job responsibilities:
- Day-to-day execution of assigned client's benefits administration, wellness programs and overall client service needs
- Serve as the point of contact for all issues and services related to the account while supporting the Account Leads on all assigned tasks needed to ensure client retention
- Provide outstanding client service to all current and prospective clients on a daily basis
- Work directly with the Account team and all supporting departments to prepare client presentations
- Ensure all client information is maintained and updated using the internal tracking system
- Create and assist in employee engagement communications for clients
- Track monthly client wellness participation
- Provide support for client open enrollment meetings
- Track upcoming compliance needs and assist with client benefit compliance programs
- Provide support to other BSI departments on an as-needed basis
- Travel to client locations to support client meetings and on-site needs.
What You Need to Thrive in This Role
- Bachelor's Degree in Business, Communication, or other related field or 4 years of industry-related experience
- Life, Accident, and Health insurance licenses or the ability to obtain them within 6 months of employment
- Understanding of Health Insurance, Health Savings Accounts, and the insurance rating process for fully insured, experience-rated, and self-funded plans
- Superior oral and written communication skills and the ability to present professionally via in-person, online, phone, and written communication methods
- Ability to establish a rapport and build relationships with clients and carrier representatives
- Exceptional active listening skills
- Strong computer skills inclusive of the MS Office Suite & Google. Prior experience with Salesforce or client information tracking systems is preferred.
- Ability to manage multiple projects while working in a fast-paced work environment
- Excellent organizational skills and the ability to prioritize tasks appropriately
- Self-starter with the willingness to learn and work independently
- Bilingual candidates (English/Spanish) are encouraged to apply; bilingual proficiency is a plus but not required.
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