Know ATS Score
CV/Résumé Score
  • Expertini Resume Scoring: Our Semantic Matching Algorithm evaluates your CV/Résumé before you apply for this job role: Account Manager, Group Benefits.
United States Jobs Expertini

Urgent! Account Manager, Group Benefits Job Opening In Walnut Creek – Now Hiring Heffernan Insurance Brokers

Account Manager, Group Benefits



Job description

Objective:

The Account Manager position is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer’s group benefits insurance needs.

The primary function of the Account Manager role is to manage an assigned book of business, primarily for clients with 50+ lives.

Accounts may be fully insured, partially self-funded, or self-insured.

Responsibilities Include:

  • 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.

  • 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.
  • Requirements:

  • Education – 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.

  • 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.
  • Compensation:


    The base salary range for this position is $75,000 to $100,000.

    The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors.

    This role may also be eligible to participate in a discretionary annual incentive program.

    Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.

    Heffernan Habits:


    These are core values that represent our unique culture.

  • Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships.

    We are in this together as a team.


  • Do Good – This is our core.

    We strive to do good for our clients, our company and our communities.

  • Know Your Clients And Foster Relationships – Take the time to listen and learn.

    Build, maintain, and enhance the connections you make every day.


  • Have Fun – Take the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients.


  • Answer The Phone (And Email) – Be available and responsive to clients and colleagues.


  • Be Humble And Own It – We all make mistakes – what’s important is that we take ownership for our mistakes and learn from them.

    Humility shows a willingness to learn and improve.


  • Celebrate And Value Our Differences – We strive to be non-traditional.

    We all come from different backgrounds.

    Be open.

    Listen to others stories and experiences.

    Make an effort to not only include, but connect.

  • Working Conditions:

  • Work environment is indoors, sitting at a desk or standing for extended periods of time.

  • Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.

  • This position may require flexibility to work hours outside of a regular schedule.

  • Required Skill Profession

    Sales Representatives, Services



    Your Complete Job Search Toolkit

    ✨ Smart • Intelligent • Private • Secure

    Start Using Our Tools

    Join thousands of professionals who've advanced their careers with our platform

    Rate or Report This Job
    If you feel this job is inaccurate or spam kindly report to us using below form.
    Please Note: This is NOT a job application form.


      Unlock Your Account Manager Potential: Insight & Career Growth Guide


    • Real-time Account Manager Jobs Trends in Walnut Creek, United States (Graphical Representation)

      Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Account Manager in Walnut Creek, United States using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 429830 jobs in United States and 760 jobs in Walnut Creek. This comprehensive analysis highlights market share and opportunities for professionals in Account Manager roles. These dynamic trends provide a better understanding of the job market landscape in these regions.

    • Are You Looking for Account Manager, Group Benefits Job?

      Great news! is currently hiring and seeking a Account Manager, Group Benefits to join their team. Feel free to download the job details.

      Wait no longer! Are you also interested in exploring similar jobs? Search now: .

    • The Work Culture

      An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Heffernan Insurance Brokers adheres to the cultural norms as outlined by Expertini.

      The fundamental ethical values are:
      • 1. Independence
      • 2. Loyalty
      • 3. Impartiality
      • 4. Integrity
      • 5. Accountability
      • 6. Respect for human rights
      • 7. Obeying United States laws and regulations
    • What Is the Average Salary Range for Account Manager, Group Benefits Positions?

      The average salary range for a varies, but the pay scale is rated "Standard" in Walnut Creek. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

    • What Are the Key Qualifications for Account Manager, Group Benefits?

      Key qualifications for Account Manager, Group Benefits typically include Sales Representatives, Services and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.

    • How Can I Improve My Chances of Getting Hired for Account Manager, Group Benefits?

      To improve your chances of getting hired for Account Manager, Group Benefits, consider enhancing your skills. Check your CV/Résumé Score with our free Tool. We have an in-built Resume Scoring tool that gives you the matching score for each job based on your CV/Résumé once it is uploaded. This can help you align your CV/Résumé according to the job requirements and enhance your skills if needed.

    • Interview Tips for Account Manager, Group Benefits Job Success
      Heffernan Insurance Brokers interview tips for Account Manager, Group Benefits

      Here are some tips to help you prepare for and ace your job interview:

      Before the Interview:
      • Research: Learn about the Heffernan Insurance Brokers's mission, values, products, and the specific job requirements and get further information about
      • Other Openings
      • Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.
      • Dress Professionally: Choose attire appropriate for the company culture.
      • Prepare Questions: Show your interest by having thoughtful questions for the interviewer.
      • Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.
      During the Interview:
      • Be Punctual: Arrive on time to demonstrate professionalism and respect.
      • Make a Great First Impression: Greet the interviewer with a handshake, smile, and eye contact.
      • Confidence and Enthusiasm: Project a positive attitude and show your genuine interest in the opportunity.
      • Answer Thoughtfully: Listen carefully, take a moment to formulate clear and concise responses. Highlight relevant skills and experiences using the STAR method.
      • Ask Prepared Questions: Demonstrate curiosity and engagement with the role and company.
      • Follow Up: Send a thank-you email to the interviewer within 24 hours.
      Additional Tips:
      • Be Yourself: Let your personality shine through while maintaining professionalism.
      • Be Honest: Don't exaggerate your skills or experience.
      • Be Positive: Focus on your strengths and accomplishments.
      • Body Language: Maintain good posture, avoid fidgeting, and make eye contact.
      • Turn Off Phone: Avoid distractions during the interview.
      Final Thought:

      To prepare for your Account Manager, Group Benefits interview at Heffernan Insurance Brokers, research the company, understand the job requirements, and practice common interview questions.

      Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Heffernan Insurance Brokers's products or services and be prepared to discuss how you can contribute to their success.

      By following these tips, you can increase your chances of making a positive impression and landing the job!

    • How to Set Up Job Alerts for Account Manager, Group Benefits Positions

      Setting up job alerts for Account Manager, Group Benefits is easy with United States Jobs Expertini. Simply visit our job alerts page here, enter your preferred job title and location, and choose how often you want to receive notifications. You'll get the latest job openings sent directly to your email for FREE!