Heffernan Network Insurance Brokers · 2 days ago
Benefits Account Manager
California, United States
Full-time
Remote
Mid, Senior Level
$70K/yr - $80K/yr
5+ years exp
Maximize your interview chancesFinanceInsurance
No H1B
Hiring Manager
Mabel Downes
Insider Connection @Heffernan Network Insurance Brokers
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Build and maintain relationships with current insureds.
Provide consistent, accurate, and timely communication to clients through, verbal and electronic correspondence.
Process daily incoming email, and phone requests, responding promptly and appropriately.
Awareness and in-depth knowledge of current marketplace for account placement including, coverage enhancements, price negotiation, forms, policy terms, etc.
Coordinate all aspects of the renewal marketing process with the 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.
Explain and clarify coverage forms to clients. Assist clients in making appropriate coverage changes; inform and educate clients about coverage’s, exclusions, exposures, and audits and document electronic files accordingly.
Assist in spreading marketing results, including benefit comparisons.
Maintain accurate records 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.
Special projects and other duties as assigned.
Qualification
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Required
High School Diploma required.
Minimum five years working in small group health insurance or with a benefits brokerage/consulting firm.
CA Life and Disability active license is required.
Must have CA market experience.
Working knowledge of Microsoft Office - particularly Outlook, Excel and PowerPoint.
Professional demeanor and behavior is expected.
Must be organized and able to manage time effectively.
Must communicate effectively - both spoken and written.
Must maintain a positive attitude and a sense of humor!
Preferred
College Degree preferred.
Company
Heffernan Network Insurance Brokers
Heffernan Network Insurance Brokers helps small insurance agencies grow. It is a sub-organization of Heffernan Insurance Brokers.
11-50 employees
Funding
Current Stage
Early StageRecent News
2023-06-27
Company data provided by crunchbase
