Account Manager, Commercial Lines

Heffernan Insurance Brokers • Walnut Creek, CA

6d

About The Position

Heffernan Insurance Brokers is seeking an experienced Account Manager to join its Commercial Lines team. The role develops and maintains customers’ insurance and risk management programs by providing a range of strategies and account services. The Account Manager manages assigned client accounts, coordinates renewal marketing, analyzes and structures insurance programs, and supports clients with coverage, policy, and service needs. The position also involves handling complex accounts, maintaining thorough account documentation and following errors-and-omissions procedures. Other duties and special technical projects may be assigned.

Requirements

• High school graduate or GED.
• At least 3 years of working experience in account management or a related position.
• Active property and casualty (P&C) insurance license required.
• Adaptable self-starter with experienced decision-making skills.
• Effective written and oral communication and collaboration skills.
• Problem-solving, analytical, and marketing skills.
• Organized and able to manage time effectively.
• Proficient with Microsoft Suite, particularly Excel, Word, and PowerPoint.
• Must embody the Heffernan Habits.

Nice To Haves

• CIC or equivalent designation preferred, 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 summaries to be transmitted with policies.
• Check and transmit policies 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 in coverage and current insurance 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 proper E&O procedures.
• Handle complex accounts.
• Perform other duties and special technical projects as assigned.

Benefits

• Comprehensive benefits package designed to promote well-being, growth, and long-term success.
• Eligibility to participate in an annual bonus program.

What This Job Offers

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