Heffernan Insurance Brokers · 1 week ago
Group Benefits Specialist
Irvine, CA
Full-time
Onsite
Entry Level
$65K/yr - $80K/yr
2+ years expHeffernan 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 and assist the Account Management team with mid-size and large group accounts.
FinanceFinancial ServicesInsurance
Hiring Manager
Mabel Downes
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
Qualification
Required
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)
Benefits
Comprehensive benefits package
Company
Heffernan Insurance Brokers
Heffernan is an independent insurance brokerage firm offering financial services, business and financial insurance, and employee benefits.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2019-07-22Private Equity
Leadership Team
Mike Heffernan
President and CEO
Kate Grasman
CIO
Recent News
2025-12-15
Company data provided by crunchbase