Account Manager

Heffernan•San Mateo, CA

22h•Onsite

About The Position

Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer’s insurance and risk management needs.

Requirements

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.