Group Benefits Account Manager

$75,000 - $95,000/Yr

Heffernan Insurance Brokers - San Francisco, CA

Full-time - Mid Level

San Francisco, CA

Insurance Carriers and Related Activities

About the position

The Group Benefits Account Manager position is a dynamic role focused on developing and maintaining customers' group benefits insurance needs. The primary responsibility is to manage an assigned book of business for clients with 50+ lives, which may include fully insured, partially self-funded, or self-insured accounts. The role involves marketing, account management, and providing technical expertise in coverage and current markets.

Responsibilities

• Manage an assigned book of business for clients with 50+ lives.
• Coordinate all aspects of the renewal marketing process with clients.
• Provide program structure, review, and analysis for clients.
• 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.
• 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.
• Ensure thorough documentation on each account while following proper E&O procedures.
• Handle complex accounts and perform other duties and special projects as assigned.

Requirements

• 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.
• Proficient with MS Suite, particularly Excel, Word, and PowerPoint.
• Professional demeanor and behavior.

Benefits

• Comprehensive benefits package including health insurance, retirement plans, and paid time off.
• Discretionary annual incentive program based on performance.