Assistant Account Manager, Commercial Lines

Heffernan • Phoenix, AZ

3d • $50,000 - $55,000

About The Position

Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This is an entry-level position that does not require insurance experience (although a plus!). Heffernan is looking for an intelligent self-starter who is looking for a career with plenty of upward mobility.

Requirements

• Education – High School graduate/GED required.
• Experience working in an office environment preferred.
• Insurance experience is not required, but a plus!
• Excellent communication and collaboration skills required.
• Working knowledge of MS Office (Excel, Outlooks, and Word etc.)
• Must be organized and able to manage time effectively.
• Professional demeanor and behavior are required, as referenced in Heffernan’s core values (Habits).

Nice To Haves

• Insurance experience is not required, but a plus!
• Experience working in an office environment preferred.

Responsibilities

• Renewal Processing Workflow - as assigned by Account Manager(s).
• Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's.
• Process binders.
• Process endorsements.
• Process audits after review by the Account Manager.
• Invoicing as assigned.
• Follow up on claims.
• Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals.
• Create and maintain mail-merge documents.
• Draft proposals.
• Process un-routed attachments and carrier document retrieval items.
• Respond to client requests in a timely and accurate manner.
• Follow up and close open activities in EPIC (agency management system).
• Pursue and obtain P&C license, and other continuing education opportunities.
• Thorough documentation with proper E&O procedures must be followed.
• Other duties usual to servicing commercial accounts.
• Other special projects as assigned.

Benefits

• This role will be eligible to participate in a discretionary annual incentive program.
• Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers

What This Job Offers

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