Employee Benefits Account Manager – Open Enrollment

Heffernan Group; San Francisco (CA); Presencial; USD 90.000 - 100.000; Jornada completa

Descripción de la vacante

Heffernan Group in San Francisco seeks an Account Manager, Employee Benefits, to manage a book of business for clients with 50+ lives. You will coordinate renewal strategies, provide coverage analysis, and prepare annual service plans.

The role requires 3+ years in group health insurance or benefits brokerage, and a CA Life & Disability license. Strong communication, organization, and MS Office skills are essential for success.

Formación

• Minimum of 3 years working experience in group health insurance or with a benefits brokerage/consulting firm.
• Education – High School graduate/GED required.
• Active CA Life & Disability license is required.
• Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint.

Responsabilidades

• Marketing and account management for assigned clients.
• Coordinate renewal marketing process with client; 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.

Conocimientos

Adaptable

Self-starter

Decision-making

Communication

Collaboration

Problem solving

Analytical thinking

Time management

Professionalism

Educación

High School diploma or GED

CA Life & Disability license

Herramientas

MS Office

Descripción del empleo

Heffernan Group in San Francisco seeks an Account Manager, Employee Benefits, to manage a book of business for clients with 50+ lives. You will coordinate renewal strategies, provide coverage analysis, and prepare annual service plans.

The role requires 3+ years in group health insurance or benefits brokerage, and a CA Life & Disability license. Strong communication, organization, and MS Office skills are essential for success.