Account Manager – Group Benefits

Heffernan Insurance Brokers

Account Manager developing and maintaining clients' group benefits insurance needs. Responsible for marketing, account management, and client education.

Posted 7/27/2026full-timeWalnut Creek • California • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $90,000 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 communication, technical competence, and effective documentation practices. Proficient in managing complex accounts while adhering to compliance and procedural standards.

Highest-signal resume keywords

Group Health Insurance ExperienceActive CA Life & Disability LicenseMS Suite ProficiencyAnalytical Problem SolvingEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementRenewal Marketing ProcessBenefits AdministrationClient Information AuditingProgram Structure ReviewCoverage Form EducationMarketing Results AnalysisGroup Applications AssistancePolicy Termination NoticesDocumentation Compliance

Soft Skills

AdaptabilityDecision-MakingOrganizational SkillsTime ManagementProfessional Demeanor

Tools & Technologies

HIB Client Management SystemBroker BuilderMS ExcelMS WordMS PowerPoint

Certifications & Qualifications

CA Life & Disability License

Industry Keywords

Benefits BrokerageConsulting FirmHealth FairsOpen Enrollment MeetingsE&O Procedures

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 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

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.
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.