Benefits Specialist

Heffernan Insurance Brokers

Benefits Specialist providing administrative support to the Group Benefits team at Heffernan Insurance Brokers. Supporting mid-size and large group accounts with a focus on collaboration and analysis.

Posted 7/27/2026full-timeSan Francisco • California • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong administrative support capabilities, particularly in managing group health insurance accounts and client communications. Proficient in data management and reporting, with a focus on effective collaboration and organization.

Highest-signal resume keywords

Group Health Insurance ExperienceActive Life & Disability LicenseMS Suite ProficiencyEffective Communication SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client ManagementCost AnalysisBenefit ComparisonsExperience ReportingClaims ResolutionE&O Procedures5500 Processing

Soft Skills

Collaboration SkillsTime ManagementProfessional Demeanor

Tools & Technologies

HIB Client Management SystemMS ExcelMS WordMS PowerPoint

Certifications & Qualifications

High School Graduate/GEDActive Life & Disability License

Industry Keywords

Benefits BrokerageConsulting FirmOpen EnrollmentHealth FairsClient Correspondence

About the role

Key responsibilities & impact

Provide administrative support to the service team.
Support the Account Management team on as many as twenty-five mid-size and large group accounts.
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.
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.

Requirements

What you’ll need

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).