Administrative Skills, Brokerage, Budgeting, Calendar Management, Communication Skills, Consulting, Cost Benefit Analysis, Customer Support/Service, Customer/Client Research, Documentation, Establish Priorities, Health Insurance, High School Diploma, Insurance, Mail Processing, Marketing, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Organizational Skills, Power Amplifier, Presentation/Verbal Skills, Problem Solving Skills, Record Keeping, Sales Management, Team Player, Telephone Skills, Time Management, Webinar, Writing Skills
San Francisco, California
Description
Heffernan 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. The Benefits Specialist will support the Account Management team on as many as twenty-five mid-size and large group accounts.
Key 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.
Skills, Knowledge and Expertise
- 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).
Why Choose Heffernan?
At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique. We’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success.
Heffernan Habits:
These are core values that represent our unique culture.
- Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
- Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
- Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
- Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
- Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.
*The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.
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Heffernan Insurance Brokers