Account Manager

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.

• 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

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.

• 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
• 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
• Stay current on carrier offerings, vendor solutions, industry trends, and legislative updates.
• Maintain working knowledge of internal systems for client management in Plan Year, 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.

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