Account Manager, Commercial Lines – Small Business

🔥 0 minutes ago

⛰️ Colorado, Idaho, +3 more states – Remote

⛰️ Colorado – Remote 🥔 Idaho – Remote 🎰 Nevada – Remote 🌲 Oregon – Remote ⛷️ Utah – Remote

💵 $60k - $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

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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

• 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. • 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 .

🎯 Requirements

• 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.

🏖️ Benefits

• Comprehensive benefits package