Assistant Account Manager, Personal Lines

Heffernan Insurance Brokers • Petaluma, CA

3d

About The Position

Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Personal 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 seeking a career path with plenty of growth potential. The primary function of a Personal Lines Assistant Account Manager is to assist Account Managers and Producers in clerical functions related to account servicing. With direction from an Account Manager and/or Producer, these administrative functions include working with insurance carriers to process endorsements, retrieve policy coverage information, and other related servicing requests.

Requirements

• High School graduate/GED required.
• 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.
• Must embody the Heffernan Habits as referenced herein.

Nice To Haves

• 1-2 years of Assistant Account Manager work preferred but not required.
• Insurance experience is not required, but 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, certificates, 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

• Comprehensive benefits package designed to promote well-being, growth, and long-term success.

What This Job Offers

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