Account Manager, Commercial Lines

Heffernan Insurance Brokers; Sonoma (CA); On-site; USD 75,000 - 90,000; Full time

Job summary

Heffernan Insurance Brokers is seeking an experienced Account Manager to join its Commercial Lines team in Walnut Creek, CA. The role focuses on marketing and managing accounts, coordinating renewals, and preparing proposals to ensure excellent client service.

The ideal candidate has at least 3 years in account management, holds an active P&C license, and may have CIC/CPCU/ARM credentials. Strong communication, problem solving, and MS Office skills are required.

Qualifications

• 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.

Responsibilities

• Marketing and account management for assigned clients.
• Coordinate renewal marketing process with client, provide program structure, review and analysis.
• Prepare account specifications, negotiate pricing and finalize policy conditions.
• Prepare summaries to be transmitted with policies; ensure timely transmission.
• Prepare invoices and COIs/EOIs to meet client and vendor needs.
• Prepare account proposals for presentation.
• Provide technical competence in coverage and current markets.
• Explain and clarify coverage forms to clients.
• Manage account services, coordinate and direct activities.
• Expand existing accounts by developing new coverages.
• Maintain thorough documentation and proper E&O procedures.
• Handle complex accounts; manage special projects as assigned.

Skills

P&C license

CIC designation

CPCU/ARM designation

Adaptable

Communication

Problem solving

Time management

MS Office

Education

High School or GED

Tools

MS Office

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

Walnut Creek, CA

Compensation

$75,000 - $90,000 / 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.

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

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.

*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.