Heffernan Insurance Brokers ยท 23 hours ago
Assistant Account Manager, Commercial Lines
Walnut Creek, CA
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $70K/yrHeffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This entry-level position involves various responsibilities including renewal processing, invoicing, and client communication.
FinanceFinancial ServicesInsurance
Responsibilities
Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's
Process binders
Process endorsements
Process audits after review by the Account Manager
Invoicing as assigned
Follow up on claims
Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals
Create and maintain mail-merge documents
Draft proposals
Process un-routed attachments and carrier document retrieval items
Respond to client requests in a timely and accurate manner
Follow up and close open activities in EPIC (agency management system)
Pursue and obtain P&C license, and other continuing education opportunities
Thorough documentation with proper E&O procedures must be followed
Other duties usual to servicing commercial accounts
Other special projects as assigned
Qualification
Required
Education - High School graduate/GED required
Excellent communication and collaboration skills required
Working knowledge of MS Office (Excel, Outlooks, and Word etc.)
Must be organized and able to manage time effectively
Professional demeanor and behavior are required, as referenced in Heffernan's core values (Habits)
Preferred
Experience working in an office environment
Insurance experience is not required, but a plus!
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.
Founded in 1988
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