Account Manager, Commercial Lines Small Business

Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Small Business division. This dynamic full-time remote role involves managing client accounts, coordinating renewal marketing processes, and expanding existing accounts by offering new lines of coverage.

Responsibilities:

• 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:

• 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