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Heffernan Insurance Brokers · 3 weeks ago

Account Manager, Group Benefits

Walnut Creek, CA

Full-time

Hybrid

Mid Level

$75K/yr - $100K/yr

3+ years exp

Heffernan Insurance Brokers is seeking an Account Manager for Group Benefits to manage a book of business primarily for clients with 50+ lives. The role involves marketing, account management, and providing technical competence in group benefits insurance.

FinanceFinancial ServicesInsurance

Comp. & Benefits

Responsibilities

Marketing and account management for assigned clients

Coordinate all aspects of renewal marketing process with client and provide program structure, review, and analysis

Provide technical competence in areas of coverage and current markets

Prepare written annual account service plans

Conduct and/or participate in annual open enrollment meetings, health fairs, and webinars

Audit client information, premium, and commissions in the HIB client management system - Broker Builder - for assigned accounts

Educate and clarify coverage forms to clients

Assist in spreading marketing results, including benefit comparisons

Maintain Benefits Administration systems for assigned accounts

Assist with group applications, and policy termination notices as necessary

Thorough documentation is required on each account, while ensuring that proper E&O procedures are followed

Must be able to handle complex accounts

Other duties and special projects as assigned

Qualification

CA Life & Disability licenseMS Suite proficiencyDecision-making skillsAnalytical skillsMarketing skillsEffective communicationProblem solvingOrganizational skillsTime management