Client Service Coordinator

4 days ago

Fountain Hill, PA, United States BSI Corporate Benefits Full time

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

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