Group Benefits Executive Account Manager

1 week ago

Walnut Creek, California, United States Heffernan Insurance Brokers Full time

Objective:
Heffernan's Walnut Creek, CA branch is looking for an experienced Executive Account Manager to add to their team.

The Executive Account Manager position is a lead role that will train, mentor, and assist an assigned account management service team.

The Executive Account Manager will provide technical support and education for the service and sales team and assist where necessary in new business sales.

Accounts may be fully insured, partially self-funded, or self-insured.

Responsibilities Include:
Support and

Supervise Account Management Service Team:

Assist with workflow and workload balance for service teamHelp facilitate weekly collaborative staff meetingsAssist with employee performance reviewsAssist in talent acquisition and managing performance improvementAssist in training for new and existing team membersProvide service team with guidance in handling difficult and complex service issuesManage HIB internal policies and procedures to safeguard against potential Errors and Omissions issuesAssist in education to clients.


Account Management Responsibilities for Assigned Accounts:
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.
Thorough documentation is required on each account, while ensuring that proper E&O procedures are followed.
Must be able to handle complex accounts that are partially self-funded, or self-insured.
Other duties and special projects as assigned.

Requirements:
Education
  • High School graduate/GED required.
Active Life & Health license.
Minimum of 7 years working experience in group health insurance or with a benefits brokerage/consulting firm.
Ability to effectively train, mentor, and develop service team members.
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 a critical thinker, and capable of identifying complex problems and implement solutions.
Must be organized and able to manage time effectively.
Must be proficient with MS Suite; particularly Excel, Word, and PowerPoint. Able to manipulate and format complex Excel data; experience with pivot tables preferred.
Professional demeanor and behavior required, as referenced in our core values (Heffernan Habits).

Compensation:
The base salary range for this position is $100,000 to $125,000. 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 at Habits:
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.

  • Technical Accounting Manager

    1 week ago

    Walnut Creek, California, United States The Arcticom Group Full time

    Job Description The Arcticom Group is an expanding U.S.-based network of commercial and industrial mechanical services firms that offer HVACR service, maintenance, and installation services across North America.Committed to being a preferred employer, TAG ensures employees have a supportive environment for learning and development. With competitive...

  • Executive Recruiter

    1 week ago

    Walnut Creek, California, United States LHH Full time

    This role specializes in our Accounting/Finance line of businessThe Executive Recruiter is responsible for executing the full life cycle of direct hire recruiting for top tier, mid- to senior-level professional direct hire job orders for a variety of clients. Partners with clients to define strategic objectives and hiring needs. Analyzes hiring needs,...

  • Staff Accountant

    1 week ago

    Walnut Creek, California, United States Century Group Full time

    Century Group has partnered with a nonprofit organization who is seeking a Staff Accountant. This is an onsite position located in Walnut Creek. This is a temporary position. Exact compensation may vary based on skills, experience, and location. Expected starting base salary $27 to $33 per hour. Job Description: Prepares journal entries, analyses, and...

  • Commercial Lines Assistant Account Manager

    1 week ago

    Walnut Creek, California, United States The Jonus Group Full time

    Job Description Commercial Lines Assistant Account Manager Job Summary Are you looking for a rewarding opportunity in the insurance industry? If so, a leading agency is looking for a Commercial Lines Assistant Account Manager to join their team This integral position provides essential service and support functions, ensuring the smooth operation of the...

  • Client Account Support Lead Analyst

    3 weeks ago

    Walnut Creek, California, United States The Cigna Group Full time

    The job profile for this position is Client Account Support Lead Analyst, which is a Band 3 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see...

  • Client Account Support Lead Analyst

    1 month ago

    Walnut Creek, California, United States The Cigna Group Full time

    The job profile for this position is Client Account Support Lead Analyst, which is a Band 3 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see...

  • Health Engagement Manager

    1 month ago

    Walnut Creek, California, United States The Cigna Group Full time

    The job profile for this position is Health Engagement Senior Supervisor, which is a Band 3 Management Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right...

  • Health Engagement Manager

    3 weeks ago

    Walnut Creek, California, United States The Cigna Group Full time

    The job profile for this position is Health Engagement Senior Supervisor, which is a Band 3 Management Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right...

  • Senior Accountant

    1 week ago

    Walnut Creek, California, United States Clearstory Full time

    The OpportunityAs an early member of the Finance and Administration team, you will have a critical impact on building streamlined and efficient finance and administrative processes through a combination of outsourcing and system development/implementation. This is an exciting opportunity to drive efficiency from the very beginning and be a part of...

  • Chief Executive Officer

    1 week ago

    Walnut Creek, California, United States Gilder Search Group Full time

    Company Overview:Our client, a discreet organization in the field of substance use disorder treatments, has been offering their quality services since 1969. They cater to thousands of patients annually through various programs such as residential care, detoxification, outpatient services, and counseling for DUI offenders.Job Description:Are you ready to take...

  • Health Engagement Manager

    1 week ago

    Walnut Creek, California, United States Cigna Full time

    ExecutionLeads Health Engagement Consultant ConsultantsReports into market's Health Engagement DirectorManages a staff of health engagement professionals who are responsible for delivering health promotion and wellness programs.Guides client/customer focused problem resolution and influences/leads process improvementPromotes the organization's health and...

  • Health Engagement Manager

    3 weeks ago

    Walnut Creek, California, United States Cigna Full time

    Execution Leads Health Engagement Consultant ConsultantsReports into market's Health Engagement DirectorManages a staff of health engagement professionals who are responsible for delivering health promotion and wellness programs.Guides client/customer focused problem resolution and influences/leads process improvementPromotes the organization's health and...

  • Small Group Coach/Trainer

    2 months ago

    Walnut Creek, California, United States Life Time Full time

    .Position SummaryProvides cutting-edge Group Fitness and Signature Group Training instruction through a variety of entertaining, educational, and fun classes promoting fitness and positive self-esteem in a safe environment. The Group Instructor & Coach is passionate about helping members reach their goals through Life Time's scientifically based...

  • Clinical Psychologist

    1 week ago

    Walnut Creek, California, United States Executive Mental Health Full time

    Clinical Psychologist Walnut Creek (Telehealth available) Walnut Creek, United States | Posted on 09/12/2023 Founded in 1996 by Dr. Ari D. Kalechstein, Executive Mental Health (EMH) is a provider of integrated mental health services, including psychiatry, clinical psychology, and neuropsychology, and offers support for patients who experience a wide array...

  • Accounts Payable Specialist

    1 week ago

    Walnut Creek, California, United States Lee Hecht Harrison Nederland B.V. Full time

    LHH Recruitment Solutions is partnering with a client to hire an Accounts Payable Specialist for a contract oportunity based in Walnut Creek, California. In this role, you will be responsible for managing and processing all invoices received for payment and undertaking the payment of all creditors in an accurate, efficient, and timely manner. This role...

  • Accountant for Property Management Firm

    1 week ago

    Walnut Creek, California, United States International Staff Consulting Full time

    Property Management firm is looking for an accountant to focus on preparing and maintaining financial records to track the organization's assets, liabilities, profit and loss, tax liabilities, and other related financial activities. Prior experience with Yardi is required. Maintain general ledger accounts by reconciling accounts receivable and accounts...

  • Group Fitness Instructor

    1 week ago

    Walnut Creek, California, United States Rossmoor Full time

    Number of hires for this role 2 **Qualifications** + CPR, First Aid and AED (Required) + Group fitness: 2 years (Preferred) **Job details** Salary $30 - $40 an hour Job Type Part-time **Full Job Description** **Group Fitness Instructor, Golden Rain Foundation** **Rossmoor, Walnut Creek** **About Rossmoor** Rossmoor Walnut Creek is a nationally recognized...

  • Accountant

    1 week ago

    Walnut Creek, California, United States Hotel Management Full time

    Benefits/Perks Careers Advancement Opportunities Flexible Scheduling Competitive CompensationJob SummaryResponsibilities Enter financial data and transactions Analyze budgets and other financial information Reconcile bank statements Prepare financial reports and statements Verify the accuracy of transactions that have been entered Process accounts payable...

  • AFM Account Engineer

    3 weeks ago

    Walnut Creek, California, United States FM Global Full time

    The AFM Account Engineer position is critical as you are the first point of contact for communicating with our insureds & broker partners for all engineering products and services. San Francisco Operations has a diverse book of business including manufacturing, healthcare, warehousing, real estate, etc. You will work in a variety of occupancies while...

  • Health Engagement Consultant

    1 month ago

    Walnut Creek, California, United States The Cigna Group Full time

    The job profile for this position is Health Engagement Senior Analyst, which is a Band 3 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is...