Benefits Specialist

Heffernan Insurance Brokers; San Francisco (CA); On-site; USD 70,000 - 80,000; Full time

Job summary

Heffernan Insurance Brokers is seeking a Benefits Specialist to provide administrative support for the Group Benefits team in San Francisco, CA. This full-time position involves supporting up to twenty-five accounts and requires strong organizational and communication skills, along with a minimum of two years of experience in group health insurance or benefits consulting.

The ideal candidate will also hold an Active Life & Disability license and be proficient in MS Suite. This role offers a competitive salary and eligibility for an annual bonus program.

Qualifications

• Minimum of 2 years working experience in group health insurance or benefits brokerage.
• Active Life & Disability license required.
• Professional demeanor and behavior.

Responsibilities

• Support the service team with group accounts.
• Prepare marketing reports and benefit comparisons.
• Assist with quarterly and annual experience reports.
• Participate in open enrollment meetings and health fairs.

Skills

Effective communication skills

Organizational skills

Proficient with MS Suite

Collaboration skills

Education

High School graduate/GED

Tools

MS Excel

MS Word

MS PowerPoint

Job description

Benefits Specialist

Department: Group Benefits

Employment Type: Full Time

Location: San Francisco, CA

Reporting To: Benefits Manager

Compensation: $70,000 - $80,000 / year

Description

Heffernan Insurance Brokers is looking for an experienced individual to join its Group Benefits team. The primary function of the Benefits Specialist role is to provide administrative support to the service team. The Benefits Specialist will support the Account Management team on as many as twenty-five mid‑size and large group accounts.

Key Responsibilities

• Setup pre‑renewal, renewal, and marketing reports for the service team.
• Assist in spreading marketing results, including benefit comparisons, and cost analysis.
• Work with service team on employee contributions and strategies to meet client’s budgetary needs.
• Assist with the preparation of quarterly and annual experience reports.
• Assist with and/or participate in annual open enrollment meetings, health fairs, and webinars.
• Collect new client information and accurately record into HIB client management system.
• Distribute client correspondence, communication materials, and compliance notes for the account management team.
• Assist with group applications and policy termination notices.
• Maintain an action calendar for the team.
• Scan, print, bind, and mail out necessary materials.
• Assist account management team in resolving claims and service issues.
• Thorough documentation is required on each account, while ensuring that proper E&O procedures are followed.
• Assist with client 5500 processing as necessary.
• Other duties and special projects as assigned.

Skills, Knowledge and Expertise

• Education – High School graduate/GED required.
• Minimum of 2 years working experience in group health insurance or with a benefits brokerage/consulting firm.
• Active Life & Disability license is required.
• Effective communication and collaboration skills, both written and oral.
• Must be organized and able to manage time effectively.
• Must be proficient with MS Suite; particularly Excel, Word, and PowerPoint.
• Professional demeanor and behavior required as referenced in the Heffernan core values (Habits).

*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.*