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Benefits Specialist

Company: Heffins
Location: Walnut Creek
Posted on: May 22, 2023

Job 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.Responsibilities Include:

  • 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.Requirements:
    • Education - High School graduate required. Bachelor's degree preferred.
    • Minimum of 2 years working experience in group health insurance or with a benefits brokerage/consulting firm.
    • Active CA Life & Disability license is required. Or must be able to obtain license.
    • 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.
    • Must maintain a positive attitude and sense of humor!Compensation:The salary range for this position is $60,000 to $70,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found athttps://www.heffins.com/about-us/careers These are core values that represent our unique culture.
      • Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
      • Do Good - This is our core. We strive to do good for our clients, our company and our communities.
      • Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
      • Have Fun - Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients.
      • Answer The Phone (And Email) - Be available and responsive to clients and colleagues.
      • Be Humble And Own It - We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
      • Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect. -Working Conditions:
        • Work environment is indoors, sitting at a desk or standing for extended periods of time.
        • Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
        • This position may require flexibility to work hours outside of a regular schedule.

Keywords: Heffins, Walnut Creek , Benefits Specialist, Other , Walnut Creek, California

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