Account Manager, Commercial LinesDepartment: Commercial Lines
Employment Type: Full Time
Location: Walnut Creek, CA
Reporting To: Commercial Lines Manager
Compensation: $75,000 - $90,000 / year
DescriptionHeffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer's insurance and risk management needs.
Key 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
Skills, Knowledge and Expertise• Education - High School graduate/GED.
• Minimum of 3 years working experience in an Account Management or related position.
• Active P&C insurance license is required.
• CIC or equivalent designation preferred, such as CPCU or ARM.
• Adaptable, self-starter, with experienced decision-making skills.
• Effective communication and collaboration skills, both written and oral.
• Problem solving, analytical, and marketing skills required.
• Must be organized and able to manage time effectively.
• Must be proficient with MS Suite; particularly Excel, Word, and PowerPoint.
• Must embody the Heffernan Habits as referenced herein.
*The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.
