Account Manager, Small Group Benefits

Heffernan Insurance Brokers•Walnut Creek, CA

3d•$70,000 - $75,000

About The Position

The Small Group Benefits Account Manager role is responsible for servicing and managing a book of business consisting of small group accounts, typically with less than 50 lives. This role is client-facing, requiring a mix of technical insurance knowledge, proactive communication, and strong organizational skills. The ideal candidate is service-oriented, detail-driven, and thrives in a fast-paced, tech-enabled environment.

Requirements

High School graduate/GED required.
3+ years of experience in small group benefits account management.
Active Life & Disability license required.
Strong knowledge of small group benefits, including Medical, Dental, Vision, Life, etc.
Familiarity with agency management systems (preferably EPIC).
Proficient in MS Office, namely Outlook, Excel, and Word.
Solid communication skills, both written and verbal.
Organized, self-motivated, and detail-oriented.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Serve as the day-to-day contact for small group accounts, providing timely and professional service support.
Work alongside Mavrix Insurance Advisor on new business placements.
Manage policy renewals, coverage changes, billing questions, and other service needs.
Coordinate with Mavrix Insurance Advisors and carriers to resolve service issues, open enrollment, and ensure client satisfaction.
Prepare summaries and present recommendations in collaboration with Mavrix Insurance Advisors.
Submit applications and supplementals to carriers for quoting as needed.
Identify opportunities for coverage improvements or upselling appropriate to client needs.
Maintain accurate, complete client files in the agency management system (EPIC).
Ensure all documentation and servicing activity complies with agency standards and E&O best practices.
Support transition to Applied digital tools and/or other client service platforms with a focus on consistency and efficiency.