Heffernan Insurance Brokers · 2 days ago
Senior Account Manager, Group Benefits
Walnut Creek, CA
Full-time
Hybrid
Senior Level
$100K/yr - $125K/yr
7+ years expHeffernan Insurance Brokers is seeking a Senior Account Manager for their Group Benefits team in Walnut Creek, CA. The role involves training and mentoring the account management service team, providing technical support, and managing account responsibilities for assigned clients.
FinanceFinancial ServicesInsurance
Hiring Manager
Mabel Downes
Responsibilities
Support and Mentor Account Management Service Team:
Coordinate workflow and monitor workload balance for service team
Assist with training for new and existing team members
Provide service team with guidance in handling difficult and complex service issues
Manage HIB internal policies and procedures to safeguard against potential Errors and Omissions issues
Assist in educating clients
Account Management Responsibilities for Assigned Accounts:
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
Prepare written annual account service plans
Conduct and/or participate in annual open enrollment meetings, health fairs, and webinars
Audit client information, premium, and commissions in the HIB client management system - Broker Builder - 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
Thorough documentation is required on each account, while ensuring that proper E&O procedures are followed
Must be able to handle complex accounts that are partially self-funded, or self-insured
Other duties and special projects as assigned
Qualification
Required
High School graduate/GED required
Minimum of 7 years working experience in group health insurance or with a benefits brokerage/consulting firm
Active CA Life & Disability license is required
Ability to effectively mentor, and assist in developing service team members
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 a critical thinker, and capable of identifying complex problems and implement solutions
Must be organized and able to manage time effectively
Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint
Able to manipulate and format complex Excel data; experience with pivot tables preferred
Professional demeanor and behavior
Must embody the Heffernan Habits as illustrated herein
Preferred
Experience with pivot tables preferred
Benefits
Discretionary annual incentive program
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