Employee Benefits Account Manager

Craig Bradford Associates; Fort Lauderdale (FL); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation with bonus potential

Comprehensive benefits

Professional development support

Collaborative environment

Long-term career growth

Job summary

A boutique benefits agency in Fort Lauderdale is hiring an Employee Benefits Account Manager. The successful candidate will manage client relationships, lead presentations, and oversee the lifecycle of employee benefits. The ideal professional has 3-5 years of benefits experience and a deep understanding of self-funded plans. This full-time role promises a competitive salary, comprehensive benefits, and opportunities for professional growth.

Qualifications

• Strong self-funding expertise from the broker side required.
• Deep understanding of self-funded plan architecture necessary.
• Knowledge of pharmacy carve-outs and renewal strategy essential.

Responsibilities

• Support agency principals by managing employee benefits.
• Lead client service communication and presentations.
• Oversee renewal preparation and plan management.
• Ensure excellence in service issue management.
• Support internal collaboration and guidance for teams.

Skills

Communication skills for high-level discussions

Excel proficiency

Leadership ability

Strategic problem-solving

Relationship building

Education

3-5 years of benefits experience

Job description

Employee Benefits Account Manager

Craig Bradford Associates provided pay range.

Base pay range: $90,000.00 / yr – $110,000.00 / yr.

Direct message the job poster from Craig Bradford Associates.

Connecting Top Talent to The Best Organizations

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.

The Role

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.

What You’ll Do

Lead Client Service & Communication

• 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.

Oversee Renewal Preparation & Plan Management

• 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.

Ensure Service Issues Are Managed with Excellence

• 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.

Support Internal Collaboration & Leadership

• 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.

What We’re Looking For

Experience & Expertise

• 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 renewal strategy & funding mechanics.
• Knowledge of pharmacy carve‑outs, TPAs, cost‑containment programs, stop‑loss, and renewal strategy.

Skills & Attributes

• Strong communication skills for high‑level client discussions and presentations.
• Excel proficiency and comfort interpreting claims data and financial reports.
• Leadership ability and experience guiding account team members.
• High‑level understanding of ERISA, ACA, COBRA compliance.
• Strategic problem‑solving and autonomy.
• Relationship building to grow client partnerships over time.

What We Offer

• Competitive compensation with bonus potential.
• Comprehensive benefits: medical, dental, vision, 401(k) with company contribution, PTO/holidays.
• Professional development support, including licensing and industry memberships.
• Collaborative environment with on‑site leadership and team support.
• Long‑term career growth in a rapidly expanding agency.
• Freedom to innovate: we value your ideas and give you space to propose solutions.

Seniority Level

Associate

Employment Type

Full‑time

Job Function

General Business, Management, and Strategy/Planning

Industries

Insurance