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Heffernan Insurance Brokers · 3 days ago
Commercial Lines Account Manager
California, United States
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $90K/yr
5+ years exp
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Insider Connection @Heffernan Insurance Brokers
Responsibilities
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.
Qualification
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Required
High School graduate/GED
Minimum of 5 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
Must be proficient with MS Suite; particularly Excel, Word, and PowerPoint
Must embody the Heffernan Habits as referenced herein
Preferred
CIC or equivalent designation preferred, such as CPCU or ARM
Benefits
Discretionary annual incentive program
Comprehensive benefits package
Company
Heffernan Insurance Brokers
Heffernan is an independent insurance brokerage firm offering financial services, business and financial insurance, and employee benefits.
501-1,000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2019-07-22Private Equity· Undisclosed
Leadership Team
Mike Heffernan
President & CEO
Kate Grasman
Chief Information Officer
Recent News
2024-04-24
2024-02-06
2024-02-04
Company data provided by crunchbase
