Account Manager, Employee Benefits

About Brightline Dealer Advisors

Brightline Dealer Advisors (BDA) is built for the evolving automotive industry. Our mission is to be a dealercentric partner to dealerships across the U.S., delivering comprehensive solutions in Finance & Insurance (F&I), Property & Casualty (P&C), and Employee Benefits. We operate on the dealer’s agenda—setting the gold standard for success and continuously raising the bar as we change the way dealers think about financial products and services.

We partner with forward-thinking dealer groups nationwide, helping them make smarter decisions around growth, performance, and long-term strategy. Our work is data-driven, practical, and focused on real results—not buzzwords.

Our Culture

We believe great work happens when smart people are trusted to do their best work.

• People-first, performance-driven with high standards and mutual respect

• Collaborative by nature, where ideas matter more than titles

• Autonomy with accountability, offering flexibility paired with ownership

• Client-focused, deeply invested in delivering meaningful value

• Growth-oriented, supporting learning and long-term career development

Account Manager, Employee Benefits

Brightline Dealer Advisors (BDA) is currently seeking an organized, client-focused professional to join 

our growing Employee Benefits team. The ideal candidate will have a strong understanding of employee 

benefits, excellent communication and organizational skills, and a passion for delivering exceptional 

client service. The Account Manager will serve as the day-to-day service partner for a portfolio of 

dealership clients, supporting benefit programs from implementation through renewal while working 

closely with Senior Leadership, carriers, and vendor partners to ensure a smooth client experience.

We are looking for someone who thrives in a collaborative, high-accountability environment, takes 

ownership, and is committed to building long-term trusted relationships with clients.

Responsibilities include, but are not limited to:

• Serve as the primary day-to-day service contact for assigned clients across implementation, 

renewals, open enrollment, and ongoing support, including tracking and progressing each 

client’s defined goals.

• Support new client onboarding by coordinating with incumbent carriers, gathering takeover 

information, preparing internal new business documentation, and confirming carrier 

appointment and licensing requirements are met.

• Oversee the renewal process, including gathering census and claims data, preparing materials, 

and supporting carrier negotiations, in conjunction with defined strategies from the VP of 

Department, VP of Operations, Account Executive, or Sr. Account Manager.

• Support the RFP process by building and maintaining spreadsheet comparisons of carrier 

proposals and validating accuracy against client objectives.

• Prepare draft proposals, contribution modeling, and plan design materials (e.g., HRA impact) for 

Account Executive review.

• Support compliance and ACA-related tasks, including affordability data gathering, PCORI fee 

tracking, and assistance with A and B penalty modeling.

• Coordinate and help facilitate open enrollment, including preparing materials and supporting 

meetings virtually or in person.

• Set up and manage eligibility processes, supporting clients through internal resources, carrier 

portals, and/or enrollment platforms.

• Process day-to-day service requests, including eligibility changes, claims and billing issues, and 

member questions, escalating as appropriate.

• Stay current on carrier offerings, vendor solutions, industry trends, and legislative updates.

• Maintain working knowledge of internal systems for client management in PlanYear, Employee 

Navigator, Monday, or other defined systems, and serve as the party primarily responsible for 

keeping client data and information up to date.

• Consistently follow established client service workflows, engaging internal resources 

appropriately, and escalating issues when necessary.

• Provide no less than one weekly written communication to each client, updating them on 

progress toward goals and status updates for that week.

• Build and maintain strong working relationships with clients, carriers, partners, and internal 

team members.

• Support teammates and act as a backup resource as needed.

Experience and Skills:

• 3–5 years of experience in a broker environment, Employee Benefits Account Manager role, or 

Human Resources benefits role.

• Solid working knowledge of medical, dental, vision, and ancillary benefit programs.

• Working knowledge of ACA/ALE regulations, including COBRA, HIPAA, Section 125, Wrap 

Documents, and Form 5500 requirements.

• Proficiency in Microsoft Office (Excel, Word, PowerPoint).

• Experience with PlanYear, Employee Navigator, HRIS platforms, and carrier EDI processes is a 

plus.

• Highly detail-oriented, organized, and able to manage multiple priorities with a sense of 

urgency.

• Strong problem solver with a service mindset and the ability to communicate clearly and 

confidently.

• Team-oriented professional who builds rapport, trust, and credibility with clients and colleagues 

alike.

If you are a proactive, detail-oriented individual excited about contributing to a growing 

company, we invite you to apply and become an integral part of the Brightline Dealer Advisor 

team. Join us in shaping the future of our dynamic and innovative organization