Account Manager, Commercial Lines

Heffernan Insurance Brokers • Phoenix, AZ

1d • $70,000 - $90,000

About The Position

Heffernan Insurance Brokers is seeking an experienced Account Manager to join
its Commercial Lines team. This is a dynamic role that will offer a range of
innovative strategies to develop and manage customers' insurance and risk
management needs. This role will report into the San Francisco, CA Commercial
Lines division.

Requirements

• Education – High School graduate/GED.
• Minimum of 3 years working experience in an Account Management or related position.
• Active P&C insurance 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.
• Must embody the Heffernan Habits as referenced herein.

Nice To Haves

• CIC or equivalent designation preferred, such as CPCU or ARM.

Responsibilities

• Marketing and account management for assigned clients.
• Coordinate all aspects of renewal marketing process with client and provide program structure, review and analysis.
• Prepare account specifications, negotiate pricing and finalize policy conditions.
• Prepare summaries to be transmitted with policies. Policies to be checked and transmitted in a timely manner.
• Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs.
• Prepare account proposals for presentation.
• Provide technical competence in areas of coverage and current markets.
• Explain and clarify coverage forms to clients.
• Manage account services, coordinate and direct the activities.
• Expand existing accounts by developing new coverages.
• Thorough documentation is required on each account with proper E&O procedures strictly followed.
• Ability to handle complex accounts.
• Other duties and special technical projects as assigned

Benefits

• Heffernan offers a comprehensive benefits package; more details are available at https://www.heffins.com/about-us/careers [https://www.heffins.com/about-us/careers].

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED