Account Manager, Commercial Lines
About The Position
Heffernan Insurance Brokers is seeking an experienced Account Manager to join its Commercial Lines team. The role provides strategies to develop and maintain clients’ insurance and risk management needs. The Account Manager markets and manages assigned accounts, coordinates renewal marketing, supports clients with coverage and policy matters, and oversees account services. The position is based in Walnut Creek, California, reports to the Commercial Lines Manager, and is full-time. Compensation is $75,000–$90,000 per year, with eligibility to participate in an annual bonus program. The company describes its culture through the Heffernan Habits, which emphasize communication, fun, respect, doing good for clients and the community, and valuing differences. Heffernan also describes a commitment to philanthropy and giving back, and says it offers a comprehensive benefits package intended to support employee well-being, growth, and long-term success; specific benefits are not listed.
Requirements
- High school graduate or GED.
- At least 3 years of experience in account management or a related position.
- Active property and casualty (P&C) insurance license.
- Adaptability, self-starting approach, and experienced decision-making skills.
- Effective written and oral communication and collaboration skills.
- Problem-solving, analytical, and marketing skills.
- Strong organization and time-management skills.
- Proficiency with Microsoft Office, particularly Excel, Word, and PowerPoint.
- Ability to embody the Heffernan Habits.
Nice To Haves
- CIC or equivalent designation, such as CPCU or ARM.
Responsibilities
- Market and manage assigned client accounts.
- Coordinate all aspects of the renewal marketing process with clients, including program structure, review, and analysis.
- Prepare account specifications, negotiate pricing, and finalize policy conditions.
- Prepare policy summaries and ensure policies are checked and transmitted in a timely manner.
- Prepare invoices and work with staff to issue certificates of insurance (COIs) and evidence of insurance (EOIs) promptly to meet client and vendor needs.
- Prepare account proposals for presentation.
- Provide technical expertise on coverage and current markets.
- Explain and clarify coverage forms to clients.
- Manage account services and coordinate and direct related activities.
- Expand existing accounts by developing new coverages.
- Maintain thorough account documentation and strictly follow errors and omissions (E&O) procedures.
- Handle complex accounts.
- Perform other duties and special technical projects as assigned.
Benefits
- Comprehensive benefits package (specific benefits not listed).
- Eligibility to participate in an annual bonus program.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
