Heffernan Network Insurance Brokers · 1 day ago
Personal Lines Account Manager
Walnut Creek, CA
Full-time
Hybrid
Mid Level
$65K/yr - $80K/yr
3+ years expHeffernan Network Insurance Brokers is seeking a Personal Lines Account Manager to provide exceptional service to clients' insurance and risk management needs. The role involves managing a book of business, enhancing client relationships, and ensuring compliance with industry standards while balancing multiple priorities.
FinanceInsuranceSmall and Medium Businesses
Hiring Manager
Mabel Downes
Responsibilities
Manage an assigned book of business and to include:
Responding to client’s same day via email or phone
Lead remarketing efforts
Proactively work renewal policies
Binders
Endorsements
Claims Advocacy
New Business to include:
Research on behalf of client for best in market values
Maintain reporting for accurate quotes
Issue policies
Cross-sell to client when appropriate
Professional Accuracy & Organization to include:
Maintain company standard of policies and guidelines
Maintain accuracy in client management system
Comply with errors and admissions procedures
Provide prompt and excellent customer service
Special Projects and other duties – as assigned
Qualification
Required
Education – High School graduate/GED required
Minimum of three years of relative industry working experience
Must have an active insurance license
Working knowledge of Microsoft products – particularly Outlook, Word, Excel & PowerPoint
Professional demeanor and behavior required
Must be organized and able to manage time effectively, to meet deadlines
Must communicate effectively – spoken and written
Must work well in a team-based environment and collaborate with peers
Professional demeanor and behavior are required
Benefits
Comprehensive benefits package
Discretionary annual incentive program
Company
Heffernan Network Insurance Brokers
Heffernan Network Insurance Brokers helps small insurance agencies grow. It is a sub-organization of Heffernan Insurance Brokers.
11-50 employees
Funding
Current Stage
Early StageRecent News
2025-08-21
2023-06-27
Company data provided by crunchbase