Associate Account Manager, Commercial Lines

Heffernan Insurance Brokers•Foster City, CA

17h•$65,000 - $80,000

About The Position

Heffernan Insurance Brokers is looking for an Associate Account Manager to join its Commercial Lines team. This position will provide superior service to assigned clients and internal Account Managers, while also providing backup as necessary on accounts. Heffernan provides a career path with ample opportunity for upward mobility.

Requirements

Education – High School graduate/GED required.
Must have experience working in a team environment.
Minimum of 1-2 years working experience as an Assistant in Commercial Lines.
Active P&C insurance license is 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.
Professional demeanor and behavior are required, as referenced in Heffernan’s core values (Habits).

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 and follow up on aged receivables.
Address and follow up on claims.
Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals.
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 Agency Management System.
Pursue continuing education opportunities.
Work closely with Account Manager to develop technical knowledge necessary to respond to clients and carriers.
Thorough documentation with proper E&O procedures must be followed.
Work to round out business on existing accounts by adding other coverages.
Other duties usual to servicing commercial accounts.
Other special projects as assigned.