Group Benefits Specialist

Objective:

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. Candidates must be Life & Health licensed with two to three years of relevant experience

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/GED required.
• Minimum of 2 years working experience in group health insurance or with a benefits brokerage/consulting firm.
• Active Life & Disability license is required.
• 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 required as referenced in the Heffernan core values (Habits).

Compensation:

The base salary range for this position is $65,000 to $80,000. 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

Heffernan Habits:

These are core values that represent our unique culture.

• Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
• Have Fun : Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
• Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
• Do Good : This is our core. We strive to do good for our clients, our community, and our planet.
• Celebrate & Value Our Differences : “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.

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.

Equal Opportunity Employer


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For further information, please review the Know Your Rights notice from the Department of Labor.