Account Manager, Group Benefits
$75k/y-$100k/y
18 hours ago
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OnsiteFull-timeMid
Summary
Heffernan Insurance Brokers is seeking an Account Manager, Group Benefits to join their team in Irvine, CA. The role involves managing a book of business for clients with 50+ lives and providing innovative strategies for their group benefits insurance needs.
About the Role
As an Account Manager, Group Benefits, you will be responsible for marketing and account management for assigned clients, coordinating renewal marketing processes, providing technical competence in coverage areas, preparing annual account service plans, and conducting open enrollment meetings. You will also audit client information, educate clients on coverage forms, maintain Benefits Administration systems, and ensure thorough documentation on each account.
About You
Required:
- 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.
- 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.
Preferred:
- Adaptable, self-starter, with experienced decision-making skills.
- Professional demeanor and behavior.
Benefits
- Comprehensive benefits package including medical, dental, and vision coverage.
- Participation in a discretionary annual incentive program.
Heffernan Insurance Brokers
Heffernan Insurance Brokers, founded in 1988, is one of the largest independent insurance brokerage firms in the United States providing comprehensive business insurance, personal insurance, employee benefits and financial services solutions to a wide range of businesses and individuals. Headquartered in Walnut Creek, Calif., Heffernan has a nationwide presence specializing in customized solutions to serve its clients’ different needs in virtually every industry. Heffernan has been named on the insurance industry’s ‘Best Agency to Work For’ list, and consistently named a ‘Top Corporate Philanthropist’. For more information, visit www.heffins.com. License #0564249
Irvine, CA