Group Benefits Specialist

Responsibilities

• Setup pre-renewal, renewal, and marketing reports for the service team.
• Aid in spreading marketing results, including benefit comparisons and cost analysis.
• Collaborate with the service team on employee contributions and strategies to meet client budgets.
• Prepare quarterly and annual experience reports.
• Aid in 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.
• Aid with group applications and policy termination notices.
• Maintain an action calendar for the team.
• Scan, print, bind, and mail out necessary materials.
• Aid the account management team in resolving claims and service issues.
• Thoroughly document each account while ensuring proper E&O procedures are followed.
• Aid with client 5500 processing as necessary.
• Assist with special projects as assigned.

Requirements

• 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 required.
• Effective communication and collaboration skills, both written and oral.
• Organized and capable of managing time effectively.
• Proficient with MS Suite; particularly Excel, Word, and PowerPoint.
• Professional demeanor and behavior required as referenced in the Heffernan core values (Habits).

Pay

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.

Benefits

Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.