Account Manager, Commercial Lines

Heffernan Group; Irvine (CA); Hybrid; USD 75,000 - 95,000; Full time

Job summary

Heffernan Insurance Brokers in Irvine, CA, is seeking an experienced Account Manager to join its Commercial Lines team. This role focuses on developing and maintaining clients' insurance programs with a middle-market focus and requires hands-on account leadership.

The position is hybrid, with the candidate required to work in the Irvine office three days a week. The ideal candidate will hold an active P&C license and have at least three years of account management experience.

Qualifications

• Minimum 3 years in account management or related role.
• Active P&C insurance license is required.
• High school diploma or GED.
• Strong communication and organizational skills.

Responsibilities

• Marketing and account management for assigned clients.
• Coordinate renewal marketing with clients and provide program structure.
• Prepare account specifications, negotiate pricing, and finalize policy terms.
• Prepare summaries to accompany policies and ensure timely transmission.
• Prepare invoices and coordinate COIs/EOIs to meet client/vendor needs.
• Develop account proposals for client presentations.
• Provide technical knowledge on coverage forms and current markets.
• Explain coverage forms to clients clearly.
• Manage account services and direct activities.
• Expand existing accounts with new coverages.
• Maintain thorough documentation with E&O procedures.
• Handle complex accounts and other duties as assigned.

Skills

Active P&C license

Communication skills

Time management

Organizational skills

Problem solving

Marketing skills

MS Office

Education

High School diploma or GED

CIC or CPCU or ARM designation preferred

Tools

MS Office (Excel, Word, PowerPoint)

Job description

Account Manager, Commercial Lines

Department: Commercial Lines

Employment Type: Full Time

Location: Irvine, CA

Reporting To: Commercial Lines Manager

Compensation: $75,000 - $95,000 / year

Description

Heffernan 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. This role is hybrid, and the candidate will be required to go into the Irvine office three times a week. The ideal candidate must have middle-market experience working with generalized accounts.

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.

Why Choose Heffernan?

At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique. We’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success.
Heffernan Habits:

• 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.

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.