Account Manager, Commercial Lines

🕒 5 days ago

🏄 California – Remote

🏄 California – Remote

💵 $60k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Heffernan Insurance Brokers

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1988

🛡️ Insurance

🤝 B2B

💰 Private equity on 2019-08

Insurance • B2B

Heffernan Insurance Brokers is an independent, employee-owned insurance brokerage and advisory firm founded in 1988 that provides commercial and personal insurance, employee benefits, financial planning and retirement services, surety bonds, and specialty insurance programs nationwide. The firm serves a wide range of industries through niche practice areas (nonprofit, construction, healthcare, transportation, hospitality, food, real estate, technology, etc. ), embraces insurtech and AI to modernize brokerage services, and emphasizes claims advocacy, compliance, and philanthropic work through the Heffernan Foundation. Heffernan positions itself as a modern brokerage combining decades of insurance expertise with technology-driven solutions to protect businesses and individuals and offer financial advisory services.

📋 Description

• Account management and some marketing for assigned clients. • Coordinate all aspects of renewal process with client(s). • Prepare account specifications, negotiate pricing, and finalize policy conditions. • Policies to be checked and transmitted in a timely manner. • Help coordinate invoicing, preparing certificates, and evidence of insurance. • Prepare account proposals for presentation. • Explain and clarify coverage forms to clients. • Manage account services, coordinate, and direct activities. • Expand existing accounts by offering additional lines of coverage. • Thorough documentation is required on each account with proper E&O procedures strictly followed.

🎯 Requirements

• Education – High School graduate/GED. • Minimum of 3 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. • Proficient with Microsoft Word. • Must embody the Heffernan Habits as referenced herein.

🏖️ Benefits

• Prioritizing communication, respect, fun, community impact, and celebrating uniqueness. • Strong commitment to philanthropy and giving back. • Comprehensive benefits package designed to promote well-being, growth, and long-term success. • Eligible to participate in an annual bonus program.