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Heffernan Insurance Brokers · 1 day ago

Account Manager, Commercial Lines

Irvine, CA

Full-time

Hybrid

Mid Level

$75K/yr - $95K/yr

3+ years exp

Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team. This role involves marketing and account management for assigned clients, coordinating renewal processes, and expanding existing accounts while ensuring thorough documentation and compliance with E&O procedures.

FinanceFinancial ServicesInsurance

Comp. & Benefits

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

P&C insurance licenseCICEquivalent designationAccount Management experienceAnalytical skillsMS Suite proficiencyEffective communicationProblem solvingOrganizational skillsCollaboration skillsDecision making