Account Manager Jobs

About The Position

Requirements

• Education – High School graduate required
• Minimum of 2 years working experience in an 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.
• Professional demeanor and behavior.
• Embody the Heffernan Habits as illustrated herein.

Nice To Haves

• Ability to travel as necessary.

Responsibilities

• Account management and some marketing for assigned clients
• Coordinate all aspects of renewal marketing process with client
• Prepare account specifications, negotiate pricing and finalize policy conditions.
• Policies to be checked and transmitted in a timely manner.
• Help coordinate invoicing and preparing of 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 developing offering new lines of coverage.
• Thorough documentation is required on each account with proper E&O procedures strictly followed.

Benefits

• Comprehensive benefits package