Account Manager

Employee Benefits Account Manager

Craig Bradford Associates provided pay range.

Base pay range: $90,000.00 / yr – $ / yr.

Direct message the job poster from Craig Bradford Associates.

Base $90K-$110K

If you're a benefits professional tired of bureaucracy, want a workplace that values ideas as much as execution, keep reading. We’re hiring an Employee Benefits Account Manager to partner directly with agency leadership on their most valued client relationships. This role is about shaping strategy, elevating outcomes, and having creative freedom to make an impact.

We are a fast‑growing, boutique benefits agency with over 30 years of collective experience. We deliver innovative, out‑of‑the‑box benefits strategies nationwide.

Here’s what makes us different:

• Independent ownership fuels creativity and client‑first solutions.
• Culture and family precede the job; we move fast with intention.
• Collaborative, supportive, mission‑driven team united around protecting the most valuable asset in people’s lives.

If you excel in a thoughtful, people‑first environment and want to be the go‑to partner for clients, you’ll fit right in.

Support agency principals by managing and elevating the full life cycle of employee benefits across their personal books of business. This hybrid role blends client strategy, plan design guidance, and hands‑on account management—ensuring existing relationships receive white‑glove, proactive service.

You’ll shape client strategies, introduce cost‑containment innovations, and bring your ideas forward. We seek independent thinkers who solve problems and help the agency grow smarter.

There’s no micromanagement. Your expertise will drive outcomes, build relationships, and you’ll have a real voice in how clients are served.

• Act as a strategic liaison for clients under principles’ books of business, supporting plan design conversations, renewal strategy, and day‑to‑day guidance.
• Lead or co‑lead benefits presentations (in person and virtual), delivering confident, polished communication.
• Create and refine client‑facing materials for open enrollment, orientations, and year‑round plan education.
• Play a key role in strengthening and expanding client relationships—positioning yourself as a trusted advisor who anticipates needs and delivers value.

• Collect, audit, and prepare demographic and plan data for renewals, ensuring accuracy and alignment with client strategy.
• Provide strategic support to consultants and analysts during RFP processes.
• Review and approve contracts, SBCs, benefit booklets, and marketing materials.
• Evaluate plan design and cost changes strategically, ensuring proper implementation across enrollment technology platforms.
• Provide oversight and strategic direction for benefits portal builds (ADP, Employee Navigator, Paylocity, etc.).
• Review and approve payroll deductions, plan rules, and file feeds set up by the account team.
• Ensure accurate, organized records within CRM and internal systems, reinforcing best practices.

• Oversee resolution of claims issues, billing discrepancies, enrollment errors, and coverage disputes—guiding the team and stepping into complex situations.
• Partner with carriers, vendors, and internal teams for timely, accurate resolutions.
• Review and approve carrier invoice audits, ensuring accuracy and addressing discrepancies.

• Coach and provide strategic guidance to senior and junior account managers.
• Support principals in preparing high‑level materials, insights, and talking points for key client meetings.
• Serve as an escalation resource for complex client matters.
• Engage in carrier trainings and industry development to stay current on trends and emerging solutions.

• 3–5 years of benefits experience with strong self‑funding expertise from the broker side.
• Deep understanding of self‑funded plan architecture, including pharmacy carve‑outs, rebate strategies, TPA value, cost containment, stop‑loss fluency, and…