Account Manager, HeffDirect Commercial Lines

Department: Commercial Lines

Location: Walnut Creek, CA

Compensation: $60,000 - $70,000 / year

Description

Heffernan Insurance Brokers is looking for an Account Manager to join its Small Business team. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain client’s insurance needs.

Key Responsibilities

• Account management and some marketing for assigned clients.
• Coordinate all aspects of renewal marketing 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 the activities.
• Expand existing accounts by offering additional lines of coverage in collaboration with the sales team to round out coverages.
• Thorough documentation is required on each account with proper E&O procedures strictly followed.
• Other duties and projects as assigned.
  
  
  

Skills, Knowledge and Expertise

· 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.

Why Choose Heffernan?

At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique. We’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success.

Heffernan Habits:
These are core values that represent our unique culture.

• Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
• Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
• Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
• Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
• Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.

*The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.