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Objective:
The primary function of an Associate Account Manager is to bridge the administrative and client service gap between Personal Lines Assistants and Personal Lines Account Managers. With direction from an Account Manager and/or Producer, these functions will include working with insurance carriers to process endorsements, retrieve policy coverage information, backup Account Managers, and provide regular superior customer service for client needs. Daily job functions will include special projects from Account Managers and/or Producers as they arise and require an ability to effectively balance multiple and competing priorities.
Core Responsibilities Include:
Other responsibilities as directed:
Compensation:
The salary range for this position is $55,000 to $65,000. 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 athttps://www.heffins.com/about-us/careers
Requirements:
Heffernan Habits (Expectations):
These are practices that represent our unique culture.
Working Conditions:
Full Time
Scientific Services
$115k-155k (estimate)
05/23/2024
07/21/2024
heffins.com
WALNUT CREEK, CA
200 - 500
1988
RODERICK WATKINS
$50M - $200M
Scientific Services
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 job skills required for Associate Account Manager include Customer Service, Billing, Client Service, Communicates Effectively, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Account Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Account Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Associate Account Manager positions, which can be used as a reference in future career path planning. As an Associate 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 Associate Account Manager. You can explore the career advancement for an Associate Account Manager below and select your interested title to get hiring information.
If you are interested in becoming an Associate 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 an Associate Account Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Associate Account Manager job description and responsibilities
They are responsible for maintaining excellent professional relationship with the clients. The person who is actively involved in providing a positive customer service
03/10/2022: Paramus, NJ
They manage multiple accounts and makes sure that the accounts are maintained accurately.
03/26/2022: Denver, CO
Associate Account Manager reports to the account manager regarding the progress of client's accounting files
03/02/2022: Chillicothe, OH
An account manager will be dealing with multiple clients at the same time and constantly strives to achieve high profits for the organization.
03/20/2022: Altus, OK
They are alsoresponsible for the reviews of the financial reports and monitors the accounts to ensure that all the payments are issued.
02/09/2022: Las Cruces, NM
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 Associate Account Manager jobs
One should have the ability to train new account executives.
02/12/2022: Casper, WY
Familiarize the accounting procedures.
04/04/2022: Pierre, SD
Greet and acknowledge the consumers.
02/24/2022: Hartford, CT
Understand customers’ needs so that you can recommend and sell the appropriate product.
03/15/2022: Jamestown, NY
In applying for this job, you should be proficient in computers.
03/10/2022: Port Arthur, TX
Step 3: View the best colleges and universities for Associate Account Manager.