Account Manager

Jobtailor; Walnut Creek (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Heffernan Insurance Brokers in Walnut Creek, CA is seeking a benefits professional to develop and maintain group benefits strategies for small accounts. You will manage an assigned book of business (<50 lives) and coordinate renewal marketing with clients.

Join a team focused on client education, open enrollment events, and accurate benefits administration using EPIC HIB and MS Office. A CA Life & Disability license is required; High School diploma acceptable.

Qualifications

• High School diploma required.
• Minimum 2 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 written and oral communication and collaboration skills.
• Problem solving, analytical, and marketing skills required.
• Organized and able to manage time effectively.
• Proficient with MS Suite, particularly Excel, Word, and PowerPoint.
• Professional demeanor and behavior; embody Heffernan Habits.

Responsibilities

• Develop and maintain group benefits insurance strategies.
• Manage an assigned book of business, primarily for clients with <50 lives.
• Market and manage assigned clients.
• Coordinate renewal marketing process with clients and provide program structure, review, and analysis.
• Provide technical competence in coverage areas and current markets.
• Conduct or participate in virtual open enrollment meetings, health fairs, and webinars.
• Audit client information, premiums, and commissions in EPIC HIB.
• Educate and clarify coverage forms for clients.
• Assist with distributing marketing results, including benefit comparisons.
• Maintain Benefits Administration systems for assigned accounts.
• Assist with group applications and policy termination notices.
• Thoroughly document each account and follow proper E&O procedures.
• Handle complex accounts.
• Perform other assigned duties and special projects.
• Report to the Benefits Manager.

Skills

Effective communication

Analytical skills

Time management

Problem solving

Organizational skills

Self-starter

Decision making

Professional demeanor

Adaptable

Education

High School diploma

Active CA Life & Disability license

Tools

EPIC HIB

MS Suite

Excel

Word

PowerPoint

Job description

• Develop and maintain customer group benefits insurance strategies
• Manage an assigned book of business, primarily for clients with less than 50 lives
• Market and manage assigned clients
• Coordinate the renewal marketing process with clients and provide program structure, review, and analysis
• Provide technical competence in coverage areas and current markets
• Conduct or participate in virtual open enrollment meetings, health fairs, and webinars
• Audit client information, premiums, and commissions in the EPIC HIB client management system
• Educate and clarify coverage forms for clients
• Assist with distributing marketing results, including benefit comparisons
• Maintain Benefits Administration systems for assigned accounts
• Assist with group applications and policy termination notices
• Thoroughly document each account and follow proper E&O procedures
• Handle complex accounts
• Perform other assigned duties and special projects
• Report to the Benefits Manager

Requirements

• High School graduate required
• Minimum of 2 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 written and oral communication and collaboration skills
• Problem solving, analytical, and marketing skills required
• Organized and able to manage time effectively
• Proficient with MS Suite, particularly Excel, Word, and PowerPoint
• Professional demeanor and behavior
• Must embody the Heffernan Habits

Core Competencies

Demonstrates expertise in developing and managing group benefits insurance strategies, with a strong focus on client communication, technical competence in coverage areas, and effective time management. Proficient in utilizing client management systems and maintaining benefits administration for small group accounts.

Highest-signal resume keywords

• Group Health Insurance Experience
• Active CA Life & Disability License
• Client Management in EPIC HIB
• Proficient in MS Suite (Excel, Word, PowerPoint)
• Effective Communication and Collaboration Skills

ATS Optimization Keywords

Hard Skills

• Group Benefits Insurance Strategies
• Client Management
• Coverage Analysis
• Renewal Marketing Process
• Audit Client Information
• Benefits Administration Systems
• Policy Termination Notices
• Problem Solving
• Analytical Skills
• Marketing Skills

Soft Skills

• Adaptable
• Self-Starter
• Decision-Making Skills
• Organized
• Professional Demeanor

Certifications & Qualifications

• Active CA Life & Disability License

Industry Keywords

• Group Health Insurance
• Benefits Brokerage
• Consulting Firm
• Open Enrollment
• Health Fairs
• E&O Procedures

Tools & Technologies

• EPIC HIB Client Management System
• MS Suite