Account Manager, Employee Benefits

Heffernan Insurance Brokers

Account Manager providing innovative strategies for managing clients' group benefits insurance needs. Managing an assigned book of business, primarily for clients with 50+ lives.

Posted 7/27/2026full-timeSan Francisco • California • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in marketing and account management within the group health insurance sector, with a strong focus on client education, technical competence, and effective communication. Proficient in managing complex accounts and utilizing Benefits Administration systems to enhance client service.

Highest-signal resume keywords

Group Health Insurance ExperienceActive CA Life & Disability LicenseMS Suite ProficiencyAnalytical Problem SolvingAccount Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Marketing CoordinationAccount Service PlanningClient EducationBenefits Comparison AnalysisAudit and Compliance

Soft Skills

AdaptabilityDecision-MakingOrganizational SkillsTime Management

Tools & Technologies

Benefits Administration SystemsMS ExcelMS WordMS PowerPoint

Certifications & Qualifications

CA Life & Disability License

Industry Keywords

Benefits BrokerageConsulting FirmRenewal MarketingOpen EnrollmentHealth Fairs

About the role

Key responsibilities & impact

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 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.
Must be able to handle complex accounts.
Other duties and special projects as assigned.

Requirements

What you’ll need

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.
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.
Must embody the Heffernan Habits as illustrated herein.