Account Manager, Group Benefits

Jobtailor; Walnut Creek (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Annual bonus program

Job summary

Heffernan Insurance Brokers is seeking an Account Manager in Walnut Creek, California to manage group benefits insurance for clients with 50+ lives. This role involves marketing, account management, and providing technical expertise in insurance coverage.

The successful candidate will have a minimum of 3 years in group health insurance and must hold an active CA Life & Disability license. A base salary of $80,000 to $90,000 is offered, plus eligibility for an annual bonus program.

Qualifications

• Minimum of 3 years working experience in group health insurance or with a benefits brokerage/consulting firm.
• Active CA Life & Disability license is required.
• Must be adaptable and a self-starter.

Responsibilities

• Manage marketing and account management for assigned clients.
• Coordinate renewal marketing process with clients.
• Conduct annual open enrollment meetings and health fairs.

Skills

Communication skills

Analytical skills

Organizational skills

Problem solving

Marketing skills

MS Suite proficiency

Education

High School graduate/GED

Tools

MS Excel

MS Word

MS PowerPoint

Job description

The Account Manager position is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer’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.

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.
• 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.
• 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.

Requirements

• 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.

Working Conditions

• Work environment is indoors, sitting at a desk or standing for extended periods of time.
• Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
• This position may require flexibility to work hours outside of a regular schedule.
• Ability to travel as necessary.

Compensation

The base salary range for this position is $80,000 to $90,000 . The offer 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 .

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.