Account Manager, Commercial Lines

Heffernan Insurance Brokers; San Mateo (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Annual bonus program

Job summary

Heffernan Insurance Brokers is actively seeking an experienced Account Manager to join its Commercial Lines team in San Mateo, California. This dynamic role involves innovative strategies for managing client's insurance and risk management needs.

Key responsibilities include marketing and account management for clients, coordinating renewal processes, and providing thorough documentation on each account. The ideal candidate has a minimum of 3 years of experience, an active P&C insurance license, and strong communication skills.

Qualifications

• Minimum of 3 years working experience in Account Management or related position.
• Active P&C insurance license is required.
• CIC or equivalent designation preferred, such as CPCU or ARM.

Responsibilities

• Marketing and account management for assigned clients.
• Coordinate renewal marketing process and provide review and analysis.
• Prepare account specifications and negotiate pricing.

Skills

Account Management

Communication Skills

Analytical Skills

Marketing Skills

Proficiency in MS Suite

Education

High School graduate/GED

Tools

MS Excel

MS Word

MS PowerPoint

Job description

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.

Department

Commercial Lines

Location

San Mateo, CA

Compensation

$90,000 - $110,000 / year

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.

Benefits

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.