Account Manager, Employee Benefits

Heffernan Insurance Brokers; San Francisco (CA); On-site; USD 90,000 - 100,000; Full time

Job summary

Heffernan Insurance Brokers is seeking an Account Manager for Employee Benefits in San Francisco, CA. The role focuses on developing and maintaining a client book of 50+ lives, handling fully insured, self-funded, or partially self-funded programs, and coordinating renewal strategies.

You will manage client relationships, analyze programs, and provide technical coverage knowledge. The position requires a CA Life & Disability license, strong communication, and efficiency in a fast-paced

Qualifications

• 3+ years of experience in group health insurance or benefits brokerage/consulting.
• Active CA Life & Disability license required.
• Strong communication and collaboration skills with effective written and oral abilities.
• Excellent organizational and time-management capabilities.

Responsibilities

• Market and manage the assigned client book of business.
• Coordinate renewal marketing process with clients and provide program structure, review, and analysis.
• Provide technical knowledge on coverage and current markets.
• Prepare written annual account service plans.
• Lead open enrollment meetings, health fairs, and webinars.
• Audit client information, premiums, and commissions in the broker management system.
• Educate clients on coverage forms and conduct benefit comparisons.
• Maintain Benefits Administration systems for accounts.
• Assist with group applications and policy termination notices as needed.

Skills

Account management

Communication

Analytical skills

Time management

MS Excel

MS Word

MS PowerPoint

Team collaboration

Education

High School diploma or GED

Tools

MS Office Suite

Job description

Account Manager, Employee Benefits

Department: Group Benefits

Employment Type: Full Time

Location: San Francisco, CA

Reporting To: Benefits Manager

Compensation: $90,000 - $100,000 / year

Description

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.

Benefits

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.