What are the responsibilities and job description for the Account Director position at BSI Corporate Benefits?

Exciting new opportunity for an experienced customer-focused employee benefits consultant looking to take their career to the next level! BSI Corporate Benefits is seeking an Account Director to lead and manage an assigned book of business and join our fast-paced, high-intensity, customer-centric Account Management team. This is a hybrid position allowing flexibility for a combination of in-office and at-home work. Come be a part of our success story!

About Us

BSI Corporate Benefits is a nationally recognized provider of comprehensive employee benefits solutions, dedicated to helping organizations optimize their benefits plans and enhance employee satisfaction. With a commitment to predictability, advocacy and providing a level of day-to-day support unmatched in the industry, BSI empowers organizations to attract and retain top talent while achieving their business objectives.

BSI is a fiercely independent employee benefits consulting firm representing over 200 corporate clients across the US and Canada. BSI specializes in health, life, disability, strategic wellness, and other benefit needs, and its team members are known for their commitment to "No Lazy Answers." BSI has received many awards and accolades, among them "Best Benefits Consulting Firm," "Fastest Growing," "Inc. 5000," and "Who's Who." Voted one of the "Best Places to Work" two years in a row, BSI is focused on employee satisfaction, growth, and retention. We have created a work environment and culture where employees know the true definition of teamwork, feel empowered to be themselves, and are heard. We also offer training and tuition assistance to help our employees grow personally and professionally.

What Makes this Job So Unique?

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

Qualified Candidates Should Possess :

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.

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 office

Summer Flex Fridays

Fun, team-spirited work environment with company events, cultural activities, and team bonding

Is this the job for you? If not, feel free to share this link with someone who might be interested.

Please be advised that per company policy, BSI is unable to consider candidates employed by current BSI clients. We appreciate your understanding.

We continually celebrate the diverse community different individuals cultivate. As an equal opportunity employer, we stay true to that by ensuring that our place can be anyone's place.

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