Account Manager, HeffDirect Employee Benefits

Summary

Heffernan Insurance Brokers is an insurance brokerage serving clients’ insurance and benefits needs. The Account Manager will manage an assigned group benefits book of business, primarily for clients with fewer than 50 lives, while developing and maintaining customer benefit strategies. The role supports renewals, marketing, client education, account documentation, benefits administration, and related account activities.

Responsibilities

• 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
• Conduct and/or participate in virtual open enrollment meetings, health fairs, and webinars
• Audit client information, premium, and commissions in the HIB client management system – EPIC – 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
• 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
• Must be able to handle complex accounts
• Other duties and special projects as assigned

Skills

• Education – High School graduate required
• 3-5 years working experience in group health insurance or with a benefits brokerage/consulting firm
• Active Washington Life & Health license is required
• 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 organized and able to manage time effectively
• Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint
• Professional demeanor and behavior
• Must embody the Heffernan Habits as illustrated herein

Qualifications

Must Haves

• Education – High School graduate required
• 3-5 years working experience in group health insurance or with a benefits brokerage/consulting firm
• Active Washington Life & Health license is required
• 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 organized and able to manage time effectively
• Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint
• Professional demeanor and behavior
• Must embody the Heffernan Habits as illustrated herein

Benefits

• Remote work arrangement
• A comprehensive benefits package designed to promote well-being, growth, and long-term success.
• This role will be eligible to participate in an annual bonus program.