Group Benefits Specialist

Heffernan•San Francisco, CA

5d•$65,000 - $80,000

About The Position

Heffernan Insurance Brokers is looking for an experienced individual to join its Group Benefits team. The primary function of the Benefits Specialist role is to provide administrative support to the service team. The Benefits Specialist will support the Account Management team on as many as twenty-five mid-size and large group accounts. Candidates must be Life & Health licensed with two to three years of relevant experience

Requirements

Education – High School graduate/GED required.
Minimum of 2 years working experience in group health insurance or with a benefits brokerage/consulting firm.
Active Life & Disability license is required.
Effective communication and collaboration skills, both written and oral.
Must be organized and able to manage time effectively.
Must be proficient with MS Suite; particularly Excel, Word, and PowerPoint.
Professional demeanor and behavior required as referenced in the Heffernan core values (Habits).

Responsibilities

Setup pre-renewal, renewal, and marketing reports for the service team.
Assist in spreading marketing results, including benefit comparisons, and cost analysis.
Work with service team on employee contributions and strategies to meet client’s budgetary needs.
Assist with the preparation of quarterly and annual experience reports.
Assist with and/or participate in annual open enrollment meetings, health fairs, and webinars.
Collect new client information and accurately record into HIB client management system.
Distribute client correspondence, communication materials, and compliance notes for the account management team.
Assist with group applications and policy termination notices.
Maintain an action calendar for the team.
Scan, print, bind, and mail out necessary materials.
Assist account management team in resolving claims and service issues.
Thorough documentation is required on each account, while ensuring that proper E&O procedures are followed.
Assist with client 5500 processing as necessary.
Other duties and special projects as assigned.