Account Manager, Commercial Lines Small Business

Objective:

Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Small Business division This is a dynamic full-time remote role that will provide a spectrum of innovative strategies to develop and maintain client's insurance needs.  

 

Responsibilities Include:  

• Account management and some marketing for assigned clients
• Coordinate all aspects of renewal marketing process with client
• Prepare account specifications, negotiate pricing and finalize policy conditions. 
• Policies to be checked and transmitted in a timely manner. 
• Help coordinate invoicing and preparing of certificates and evidence of insurance.
• Prepare account proposals for presentation. 
• Explain and clarify coverage forms to clients. 
• Manage account services, coordinate and direct the activities. 
• Expand existing accounts by developing offering new lines of coverage. 
• Thorough documentation is required on each account with proper E&O procedures strictly followed.  

 

Requirements: 

• Education – High School graduate required
• Minimum of 2 years working experience in an Account Management or related position.  
• Active P&C insurance license is required.   
• 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.   
• Professional demeanor and behavior. 
• Embody the Heffernan Habits as illustrated herein. 

 

Compensation:

The salary range for this position is $60,000 to $70,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.

 

Heffernan Habits:

These are core values that represent our unique culture.

• Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
• Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
• Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. 
• Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
• Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. 

 

Working Conditions:

• Work environment is indoors, sitting at a desk or standing for extended periods of time.
• Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
• This position may require flexibility to work hours outside of a regular schedule.
• Ability to travel as necessary.