Account Manager, Employee Benefits

The Account Manager position is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain the client's group benefits insurance needs. The primary function of the Account Manager role is to manage an assigned book of business, primarily for clients with 50+ lives. Accounts may be fully insured, partially self-funded, or self-insured.

Key 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.

Skills, Knowledge and Expertise

• Education – High School graduate/GED required.
• Minimum of 3 years working experience in group health insurance or with a benefits brokerage/consulting firm.
• Active CA Life & Disability license is required.
• Adaptable, self-starter, with experienced decision-making skills.
• Effective communication and collaboration skills, both written and oral.
• Problem solving, analytical, and marketing skills required.
• Must be organized and able to manage time effectively.
• Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint.
• Professional demeanor and behavior.
• Must embody the Heffernan Habits as illustrated herein.

Why Choose Heffernan?

At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique. We’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success.

Heffernan Habits

These are core values that represent our unique culture.

• Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
• Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
• Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
• Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
• Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.
• The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.

About Heffernan Insurance Brokers