Account Director

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 Account Director to join us on this exciting journey.

While BSI is headquartered in Bethlehem, PA, this role is focused on the Northern New Jersey market and requires regular in-market presence for client activities.

• 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)

As an Account Director, 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:

• 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

• 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. Prior experience with Salesforce and Zywave Brokerage Builder is a plus.
• 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.
• Represent BSI by attending client-sponsored events, fostering strong relationships and brand presence.
• Bilingual candidates (English/Spanish) are encouraged to apply; bilingual proficiency is a plus but not required.

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…