Benefits Specialist

About This Role

This role is for an experienced individual to join a Group Benefits team, providing administrative support to the service team. The Benefits Specialist will support the Account Management team on mid-size and large group accounts.

Responsibilities

• Set up pre-renewal, renewal, and marketing reports for the service team
• Assist in spreading marketing results, including benefit comparisons and cost analysis
• Work with the service team on employee contributions and strategies to meet clients' 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 it into the 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 the 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

• 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)

Benefits

• Comprehensive benefits package designed to promote well-being, growth, and long-term success
• Eligible to participate in an annual bonus program

About the Company

Heffernan Insurance Brokers is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each individual unique. The company has a strong commitment to philanthropy and giving back.