Account Manager, HeffDirect Employee Benefits

Heffernan Insurance Brokers•Walnut Creek, CA

About The Position

The Account Manager position is a role that will provide 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 less than 50 lives.

Requirements

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.