Account Manager, Commercial Lines

🕒 2 days ago

🏄 California – Remote

🏄 California – Remote

💵 $70k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Heffernan Insurance Brokers

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1988

🤝 B2B

👥 B2C

💸 Finance

💰 Private equity on 2019-08

B2B • B2C • Finance

Heffernan Insurance Brokers is an employee-owned insurance brokerage and risk advisory firm that provides comprehensive commercial and personal insurance, employee benefits, surety bonds, and financial services nationwide. Founded in 1988, the firm serves a wide range of niche industries—such as nonprofits, construction, healthcare, transportation, hospitality, food, real estate, and technology—offering tailored insurance programs, claims advocacy, and specialty coverages (cyber, camera & film, peer-to-peer car rental, pet, travel, etc. ). Heffernan emphasizes independent, people-focused service, social responsibility through the Heffernan Foundation, and integrated retirement and financial planning solutions for businesses and individuals.

📋 Description

• Serve as the day-to-day contact for small commercial clients, providing timely and professional service support • Manage policy renewals, coverage changes, certificates, billing questions, and other service needs • Process endorsements, audits, cancellations, and reinstatements accurately and promptly • Coordinate with franchise partners and carriers to resolve service issues and ensure client satisfaction • Prepare summaries and present recommendations in collaboration with producers or franchisees • Submit applications and supplementals to carriers for quoting as needed • Maintain accurate, complete client files in the agency management system (EPIC)

🎯 Requirements

• High School graduate/GED required • Bachelor’s degree preferred • 3+ years of experience in commercial lines account management • Active P&C license required • Strong knowledge of small commercial lines, including GL, WC, BOP, Auto, and Umbrella • Familiarity with agency management systems (preferably EPIC) • Proficient in MS Office, namely Outlook, Excel, and Word • Solid communication skills, both written and verbal • Organized, self-motivated, and detail-oriented

🏖️ Benefits

• Eligible to participate in an annual bonus program