- 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.
- 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.
- Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
- Do Good – This is our core. We strive to do good for our clients, our company and our communities.
- Know Your Clients And Foster Relationships – Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
- Have Fun – Take the time to get to know your colleagues and let's have fun If we are happy and connected, we all will do a better job for our clients.
- Answer The Phone (And Email) – Be available and responsive to clients and colleagues.
- Be Humble And Own It – We all make mistakes – what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
- Celebrate And Value Our Differences – We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.
- 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.
Benefits Account Manager - Walnut Creek, United States - Heffernan Insurance Brokers
Description
Objective:
Heffernan's Walnut Creek, CA branch is looking for an experienced Account Manager to add to their team. 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 Include:
Requirements:
Compensation:
The base salary range for this position is $70,000 to $100,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at
Heffernan Habits:
These are core values that represent our unique culture.
Working Conditions: