5 Commercial Lines Account Manager Jobs in Walnut Creek, CA
Heffernan Insurance Brokers is Hiring a Commercial Lines Account Manager Near Walnut Creek, CA
Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer's insurance and risk management needs.
Responsibilities Include:
- Marketing and account management for assigned clients.
- Coordinate all aspects of renewal marketing process with client and provide program structure, review and analysis.
- Prepare account specifications, negotiate pricing and finalize policy conditions.
- Prepare summaries to be transmitted with policies.Policies to be checked and transmitted in a timely manner.
- Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs.
- Prepare account proposals for presentation.
- Provide technical competence in areas of coverage and current markets.
- Explain and clarify coverage forms to clients.
- Manage account services, coordinate and direct the activities.
- Expand existing accounts by developing new coverages.
- Thorough documentation is required on each account with proper E&O procedures strictly followed.
- Ability to handle complex accounts.
- Other duties and special technical projects as assigned.
- 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.
- CIC or equivalent designation preferred, such as CPCU or ARM.
- 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.
- Must be proficient with MS Suite; particularly Excel, Word, and PowerPoint.
- Must embody the Heffernan Habits as referenced herein.
The base salary range for this position is $70,000 to $90,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.
Heffernan Habits:
These are core values that represent our unique culture.
- Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
- Do Good - This is our core. We strive to do good for our clients, our company and our communities.
- Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
- Have Fun - Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients.
- Answer The Phone (And Email) - Be available and responsive to clients and colleagues.
- Be Humble And Own It - We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
- Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.
- Work environment is indoors, sitting at a desk or standing for extended periods of time.
- Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
- This position may require flexibility to work hours outside of a regular schedule.
Job Summary
Full Time
$122k-166k (estimate)
05/03/2024
05/20/2024
heffins.com
WALNUT CREEK, CA
200 - 500
1988
RODERICK WATKINS
$50M - $200M
Scientific Services
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About Heffernan Insurance Brokers
Heffernan Insurance Brokers is an independent insurance agency big enough to compete with direct writers, but still small enough to provide boutique personal service. With a strong commitment to community, one year Heffernan gave back 22% of profit to charity. Heffernan is 100% employee-owned. We get to know your business and we get to know you. Because youre different. With offices in California, Oregon, Arizona, Missouri, and London, UK, Heffernan serves you from coast to coast whether you need commercial insurance, personal insurance, employee benefits or financial services and retirement. ...Contact Heffernan Insurance Brokers today @ 877-731-7905.
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The following is the career advancement route for Commercial Lines Account Manager positions, which can be used as a reference in future career path planning. As a Commercial Lines Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Commercial Lines Account Manager. You can explore the career advancement for a Commercial Lines Account Manager below and select your interested title to get hiring information.
If you are interested in becoming a Commercial Lines Account Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Commercial Lines Account Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Commercial Lines Account Manager job description and responsibilities
Commercial Lines Account Manager continually seek cross-sell opportunities and suggest new lines of coverage
02/15/2022: Abilene, TX
The Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producer to support business development activities while upholding high servi
01/22/2022: Providence, RI
Provides guidance to less experienced Account Managers and provide administrative direction to support staff.
02/24/2022: Spokane, WA
Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem-solving, upon request.
01/23/2022: Charleston, SC
Commercial Lines Account Manager duties include preparing marketing information or provide required information to a marketing person. Once marketing options have been prepared, the producer and Account Manager will present the options to the client
03/21/2022: Cedar Falls, IA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Commercial Lines Account Manager jobs
Plenty of students have landed account manager roles without extensive work experience.
02/08/2022: Huntington, WV
Step 3: View the best colleges and universities for Commercial Lines Account Manager.
