Heffernan Insurance Brokers · 1 month ago
Personal Lines Service Assistant
Walnut Creek, California, United States
Full-time
Onsite
New Grad, Entry Level
$40K/yr - $55K/yrHeffernan Insurance Brokers is a company focused on providing insurance solutions, and they are seeking a Personal Lines Service Assistant to support Account Managers and Producers with clerical tasks related to account servicing. The role involves processing endorsements, retrieving policy details, and handling various service requests under the guidance of an Account Manager or Producer.
FinanceFinancial ServicesInsurance
Responsibilities
Processing Evidences & Certificates of Insurance
Claim Reporting and/or Follow-up
NOC Processing – Non-Renewals/Non-Pay
Endorsement Processing
Invoicing – as assigned
Billing Questions
Obtain MVR/CLUE Reports
Attaching Correspondence in Agency Management System
Manual Renewal Processing
LPR Processing
Pulling Policies & Auto ID Cards
Email/Phone Correspondence with Clients – as directed
Un-routed Attachments
Prepare Spreadsheets, letters, and mailings as directed
Scanning Duties – including photocopying and faxing as directed
Input New Prospects/Clients Information – as directed
Processing PL Carrier docs – as applicable
Special Projects and other duties – as assigned
Qualification
Required
Education – High School graduate/GED required
Working knowledge of Microsoft Office – particularly Outlook, Word, Excel & PowerPoint
Must be organized and capable of managing time effectively to meet deadlines
Must communicate effectively, both in spoken and written forms. Maintain effective communication in all forms, including email
Must work well in a team-based environment – collaborate with peers and be able to take direction from supervisors
Other key competencies include flexibility, adaptability, attention to detail, and being a self-starter
Preferred
Experience working in an office & team environment is preferred
Industry experience is preferred but not required
Benefits
May also be eligible to participate in a discretionary annual incentive program
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