Heffernan Insurance Brokers · 14 hours ago
Assistant Account Manager Trainee, Commercial Lines
United States
Full-time
Remote
New Grad, Entry Level
$50K/yr - $55K/yrHeffernan Insurance Brokers is looking for an Assistant Account Manager Trainee to join its Small Business team. This entry-level position aims to provide exposure to Account Management responsibilities, with the intent to transition into a Large Commercial role.
FinanceFinancial ServicesInsurance
Responsibilities
Renewal Processing Workflow as assigned by Team Lead or Fulfillment Executive
Coordinate driver, vehicle, and mailing address changes
Notice of Cancellation and nonpayment follow-ups
Help with billing and claim reporting questions
Reach out to carriers for renewal solicitation and quotes
Help gather and send information for bind requests or requests for additional quoting information
Request information and applications from clients using our online platform
Help clients navigate our online systems: application/signature platform, payment links, and client portal
Backup team members when they are out of the office
Help coordinate invoicing, preparing certificates, and evidence of insurance
Join Team Lead/Fullfillment Exec. on coverage / proposal review calls
Learn various carrier websites through online submissions, endorsement requests, and billing inquiries
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 that are usual to servicing commercial accounts
Other special projects as assigned
Qualification
Required
Education - High School graduate/GED required
Effective communication and collaboration skills, both written and oral
Working knowledge of MS Office (Excel, Outlook, 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)
Insurance experience and/or license is not required. However, must be able to obtain a license
Preferred
Experience working in an office environment preferred
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