Heffernan Insurance Brokers · 1 day ago
Senior Account Manager, Commercial Lines
Los Angeles, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$100K/yr - $125K/yr
8+ years expHeffernan Insurance Brokers is seeking an experienced senior-level Account Manager to join its Irvine, CA Commercial Lines team. This role will offer a range of innovative strategies to develop and maintain clients' insurance and risk management needs.
FinanceFinancial ServicesInsurance
Hiring Manager
Matt Daulton, SPHR
Responsibilities
Marketing and account management for assigned clients
Coordinate all aspects of the renewal marketing process with the 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
Mentoring responsibilities will be assigned. Additional duties commensurate with a lead role on the service team
Other duties and special technical projects as assigned
Qualification
Required
High School graduate/GED required
Minimum of 8 years of working experience in an Account Management or related position
An 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
Embody the Heffernan Habits as referenced herein
Preferred
CIC or equivalent designation preferred, such as CPCU or ARM
Benefits
Comprehensive benefits package
Company
Heffernan Insurance Brokers
Heffernan is an independent insurance brokerage firm offering financial services, business and financial insurance, and employee benefits.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2019-07-22Private Equity
Leadership Team
Mike Heffernan
President and CEO
Kate Grasman
CIO
Recent News
2025-12-15
Company data provided by crunchbase