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About the Role

Heffernan Insurance Brokers is seeking an experienced individual to join its Group Benefits team. The primary function of this role is to provide administrative support to the service team, assisting the Account Management team with mid-size and large group accounts.

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 the 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.
• Ensure thorough documentation on each account and adherence to proper E&O procedures.
• Assist with client 5500 processing as necessary.
• Perform other duties and special projects as assigned.

Requirements

• 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).

Skills

• MS Suite proficiency (Excel, Word, PowerPoint)
• Communication skills
• Collaboration skills
• Organization
• Time management

Location

• San Francisco, CA

Work Type

• Full Time

Experience Level

• 2 years

Education Level

• High School graduate/GED

Salary/Compensations

• $70,000 - $80,000 / year

Benefits

• Comprehensive benefits package designed to promote well-being, growth, and long-term success.
• Eligible to participate in an annual bonus program.

About the Company

• Heffernan Insurance Brokers has a culture guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating uniqueness.
• Strong commitment to philanthropy and giving back.
• Heffernan Habits: Answer The Phone (And Email), Have Fun, Be Respectful, Do Good, Celebrate & Value Our Differences.