Sam Barrera Email & Phone Number

I currently work in Heffernan's Large Group Employee Benefits division, managing various accounts and working directly with our sales team. I have a working knowledge of regulatory issues such as ERISA, COBRA, and HIPAA, as well as various state and federal regulations specific to health insurance. I work with our sales team to negotiate rates and benefits and provide excellent service to our clients to ensure we meet their employee benefits needs.

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  Account Manager

  Heffernan Insurance Brokers

  Mar 2016 - Present - San Francisco Bay Area

  As an account manager in the large group employee benefits division, I manage fully insured, partially self-funded, and self-insured accounts. My duties include preparing renewal reports, comparing health plan benefits and costs, calculating contribution strategies to meet clients' budgetary requirements, conducting open enrollment meetings, and authoring correspondence and compliance notices and more.