Account Manager, HeffDirect Commercial Lines

Heffernan Insurance Brokers•Walnut Creek, CA

5d•$60,000 - $70,000•Remote

About The Position

Heffernan Insurance Brokers is looking for an Account Manager to join its Small Business team. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain client’s insurance needs.

Requirements

High School graduate/GE required.
Minimum of two (3) years’ working experience in 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.
Proficient in MS Office – namely Outlook, Excel, Word.
Professional demeanor and behavior required, as referenced in the Heffernan core values (Habits).

Responsibilities

Account management and some marketing for assigned clients.
Coordinate all aspects of renewal marketing process with client(s).
Prepare account specifications, negotiate pricing, and finalize policy conditions.
Policies to be checked and transmitted in a timely manner.
Help coordinate invoicing, preparing certificates, and evidence of insurance.
Prepare account proposals for presentation.
Explain and clarify coverage forms to clients.
Manage account services, coordinate, and direct the activities.
Expand existing accounts by offering additional lines of coverage in collaboration with the sales team to round out coverages.
Thorough documentation is required on each account with proper E&O procedures strictly followed.
Other duties and projects as assigned.