12/08/2025
Objective:
The Account Manager position is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer’s group benefits insurance needs. The primary function of the Account Manager role is to manage an assigned book of business, primarily for clients with 50+ lives. Accounts may be fully insured, partially self-funded, or self-insured.
Responsibilities Include:
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....
Heffernan Insurance Brokers
Walnut Creek, CA, USA
Full Time
