Heffernan Insurance Brokers Jobs Hiring Now
Heffernan Insurance Brokers is hiring for 10 open roles on Migrate Mate as of July 16, 2026, concentrated in account management and business operations, with listed salaries up to about $125,000. Migrate Mate updates Heffernan Insurance Brokers's live openings daily. Heffernan Insurance Brokers is an independent insurance brokerage offering commercial lines, employee benefits, and workers' compensation services to businesses and individuals.
Find Heffernan Insurance Brokers JobsOverview
Heffernan Insurance Brokers hiring data on Migrate Mate, as of July 16, 2026.
- Open jobs
- 10
- Top team
- Account Management
- Seniority
- Manager level or above
- Work type
- 60% remote or hybrid
- Top location
- Walnut Creek
- Salary range
- $50,000–$125,000
Listed salaries for Heffernan Insurance Brokers roles on Migrate Mate range from about $50,000 to $125,000 per year across 10 open roles, as of July 16, 2026.
Open Roles at Heffernan Insurance Brokers
Showing 10 of 10+ Heffernan Insurance Brokers jobs
Description
The Account Manager position is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain the client's group benefits insurance needs. The primary function of the Account Manager role is to manage an assigned book of business, primarily for clients with 50+ lives. Accounts may be fully insured, partially self-funded, or self-insured.
Key Responsibilities
- 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.
- Assist with group applications, and policy termination notices as necessary.
- Thorough documentation is required on each account, while ensuring that proper E&O procedures are followed.
- Must be able to handle complex accounts.
- Other duties and special projects as assigned.
Skills, Knowledge and Expertise
- Education – 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 is required.
- 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 organized and able to manage time effectively.
- Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint.
- Professional demeanor and behavior.
- Must embody the Heffernan Habits as illustrated herein.
Why Choose Heffernan?
Heffernan Habits:
- 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.
- The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.
About Heffernan Insurance Brokers
Description
The Account Manager position is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain the client's group benefits insurance needs. The primary function of the Account Manager role is to manage an assigned book of business, primarily for clients with 50+ lives. Accounts may be fully insured, partially self-funded, or self-insured.
Key Responsibilities
- 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.
- Assist with group applications, and policy termination notices as necessary.
- Thorough documentation is required on each account, while ensuring that proper E&O procedures are followed.
- Must be able to handle complex accounts.
- Other duties and special projects as assigned.
Skills, Knowledge and Expertise
- Education – 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 is required.
- 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 organized and able to manage time effectively.
- Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint.
- Professional demeanor and behavior.
- Must embody the Heffernan Habits as illustrated herein.
Why Choose Heffernan?
Heffernan Habits:
- 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.
- The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.
About Heffernan Insurance Brokers
Job Roles at Heffernan Insurance Brokers
Working at Heffernan Insurance Brokers
Heffernan Insurance Brokers's 10 open roles are manager level or above, and about 60% are remote or hybrid. The most active teams are account management, business operations, and business development. Heffernan Insurance Brokers is an independent insurance brokerage that provides commercial insurance, employee benefits, and risk management services. Its open roles span client-facing account management across commercial and group benefits lines, workers' compensation consulting, and internal operations such as IT support. Most Heffernan Insurance Brokers roles are based in Walnut Creek, with some in San Francisco and San Mateo.
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Browse jobs by roleHeffernan Insurance Brokers Jobs: Frequently Asked Questions
How many jobs is Heffernan Insurance Brokers hiring for right now?
Heffernan Insurance Brokers is hiring for 10 open roles on Migrate Mate as of July 16, 2026, updated daily, concentrated in account management and business operations. Roles range from account management across commercial and group benefits lines to workers' compensation consulting and IT support, so the board reflects a broad cross-section of the brokerage's business functions.
What kinds of roles does Heffernan Insurance Brokers hire for?
The most active teams are account management, business operations, and business development. Heffernan Insurance Brokers regularly posts account manager and assistant account manager roles across commercial lines and employee benefits, along with senior consulting positions in workers' compensation and service desk roles in IT. Most postings are manager level or above, with a mix of client service and internal operations positions.
Are Heffernan Insurance Brokers jobs remote or in-person?
Mostly remote. About 60% of Heffernan Insurance Brokers's open roles on Migrate Mate are remote or hybrid as of July 16, 2026, with the rest based in Walnut Creek. Each Heffernan Insurance Brokers listing shows its work location so you can filter before applying.
How do I apply to a job at Heffernan Insurance Brokers?
Find a Heffernan Insurance Brokers role on Migrate Mate, then follow the listing through to Heffernan Insurance Brokers's own careers page to submit your application directly. Heffernan Insurance Brokers manages its own hiring process, so all applications, interview scheduling, and follow-up go through the company. Migrate Mate keeps the listings current so you can track new openings as they post.
What do Heffernan Insurance Brokers jobs pay?
Listed salaries for Heffernan Insurance Brokers roles on Migrate Mate range from about $50,000 to $125,000 per year as of July 16, 2026, with most postings at manager level or above. Exact pay is set by Heffernan Insurance Brokers and shown on each listing.
Does Heffernan Insurance Brokers hire entry-level?
Most of Heffernan Insurance Brokers's open roles on Migrate Mate are manager level or above as of July 16, 2026. Entry-level openings are limited. Check individual Heffernan Insurance Brokers listings for stated experience requirements.
Where is Heffernan Insurance Brokers hiring?
Most Heffernan Insurance Brokers roles are based in Walnut Creek, with some in San Francisco and San Mateo, and about 60% offer remote or hybrid work as of July 16, 2026. Migrate Mate shows the location on each listing.