Luke Dahlin

Role
Assistant Vice President at Heffernan Insurance Brokers
Location
San Francisco, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Luke Dahlin

A few questions as you scroll through my profile- Having challenges offering…

Experience

  1. Assistant Vice President

    Heffernan Insurance Brokers

    May 2025 — Present · Walnut Creek, CA, US

    As a Benefits Consultant, I speak with my clients about their current employee benefits plan, as well as their needs, goals, and resources. My team and I then do an in-depth benefits assessment and make recommendations to meet their goals at the best possible cost.Note: Some brokers do not review alternative plans for clients to save money, because they are paid on commission generated by the premiums. At Heffernan, we view things from our client’s perspective that is your perspective. We are committed to finding solutions that achieve your goals and benefit your budget. Our approach earns trust and loyalty for a long-term business partnership.Heffernan’s Employee Benefits division is licensed and has access to every health insurance carrier with an A Rating and beyond. In addition, we have been invited to sit on the broker advisory board for many of the highly reputable carriers in the nation.With analytic vehicles, senior underwriters and ERISA attorneys on staff, and market access and support, I have everything I need to provide my clients with thoughtful, decision-making tools.We also handle: Online benefits administration with updated technology Dedicated Benefits team Virtual Open Enrollment, Health fairs and Employee education Marketing all plans, including various funding arrangements Ad hoc budgets at any time of the year Ongoing client support And more Heffernan is consistently ranked as one of the nation’s largest independent insurance brokerage firms, as well as named on the insurance industry’s ‘Best Places to Work’ lists. Since 2003, Heffernan has been named a ‘Top Corporate Philanthropist’ and has donated over $22 million to various charities in the communities where we live and work.Want to learn more? Visit Email l••••@heffins.comSpecialties: Employee Benefit Insurance Brokers | Health Care | Advisor

Education

  • Santa Clara University

    Bachelor's degree, Communication, Journalism

    2017 — 2021

  • Santa Clara University

    College Minor, Economics

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