Account Manager, Employee Benefits

Heffernan Insurance Brokers

. Market and manage accounts for assigned clients .

Posted 9/22/2026full-timeSan Francisco • California • United StatesMid-LevelSenior💰 $90,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client accounts within the group health insurance sector, including technical knowledge of coverage areas and effective communication skills for client education and engagement. Proficient in utilizing Benefits Administration systems and Microsoft Suite to support account management and marketing efforts.

Highest-signal resume keywords

Group Health Insurance ExperienceActive CA Life & Disability LicenseClient Account ManagementMicrosoft Excel ProficiencyAnalytical Problem Solving

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Account ManagementCoverage AnalysisBenefits AdministrationPolicy Termination ProcessingE&O Procedures DocumentationMarketing Results AnalysisOpen Enrollment CoordinationClient EducationAudit and ComplianceTechnical Expertise in Coverage Areas

Soft Skills

Effective CommunicationCollaboration SkillsOrganizational SkillsDecision-Making SkillsAdaptability

Tools & Technologies

HIB Client Management SystemBroker BuilderMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint

Certifications & Qualifications

CA Life & Disability License

Industry Keywords

Group Health InsuranceBenefits BrokerageConsulting FirmClient MarketingHealth FairsAnnual Account Service PlansPremium AuditingCommission ManagementHeffernan Habits

About the role

Key responsibilities & impact

Market and manage accounts for assigned clients
Coordinate renewal marketing with clients, including program structure, review, and analysis
Provide technical expertise on coverage areas and current markets
Prepare written annual account service plans
Conduct or participate in annual open enrollment meetings, health fairs, and webinars
Audit client information, premiums, and commissions in the HIB client management system, Broker Builder
Educate clients and clarify coverage forms
Assist with marketing results and benefit comparisons
Maintain Benefits Administration systems for assigned accounts
Assist with group applications and policy termination notices
Thoroughly document each account and follow proper E&O procedures
Handle complex accounts
Perform other duties and special projects as assigned
Report to the Benefits Manager

Requirements

What you’ll need

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 required
Adaptable, self-starter, with experienced decision-making skills
Effective written and oral communication and collaboration skills
Problem solving, analytical, and marketing skills
Organized and able to manage time effectively
Proficient with Microsoft Suite, particularly Excel, Word, and PowerPoint
Professional demeanor and behavior
Must embody the Heffernan Habits