Small-Business Group Benefits Account Manager

Heffernan Insurance Brokers; Port Townsend (WA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Annual bonus program

Job summary

Heffernan Insurance Brokers is seeking an Account Manager for HeffDirect Employee Benefits in Port Townsend, WA. The role focuses on developing and maintaining a book of business for group benefits clients, primarily under 50 lives.

Responsibilities include marketing, renewal coordination, benefit analysis, enrollment events, and accurate documentation in the EPIC system. Requires CA Life & Disability license and 2+ years in group health insurance; salary $70,000–$80,000 per year.

Qualifications

• Education – 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 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.

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 virtual open enrollment meetings, health fairs, and webinars.
• Audit client information, premium, and commissions in the HIB client management system – EPIC – 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

Effective communication

Adaptable

Decision-making

Education

High School graduate

Tools

Excel

Word

PowerPoint

Job description

Heffernan Insurance Brokers is seeking an Account Manager for HeffDirect Employee Benefits in Port Townsend, WA. The role focuses on developing and maintaining a book of business for group benefits clients, primarily under 50 lives.

Responsibilities include marketing, renewal coordination, benefit analysis, enrollment events, and accurate documentation in the EPIC system. Requires CA Life & Disability license and 2+ years in group health insurance; salary $70,000–$80,000 per year.