- Broker Builder for assigned accounts.
- High School graduate required.
- Being respectful of one another is critical to developing and maintaining strong relationships.
- This is our core.
- Take the time to listen and learn.
- 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.
- Be available and responsive to clients and colleagues.
- We all make mistakes what's important is that we take ownership for our mistakes and learn from them.
- We strive to be non traditional.
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Group Benefits Account Manager - San Francisco, United States - Heffernan Insurance Brokers
Description
Objective:
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 100+ lives.
Accounts may be fully insured, partially self-funded, or self-insured.Responsibilities Include:
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
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.
Requirements:
Education
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.
Compensation:
The salary range for this position is $80,000 to $95,000. 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.
Smooth The Path And Be Respectful
Know Your Clients And Foster Relationships
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.