Account Manager, Commercial Lines Small Business

Heffernan Insurance Brokers; West Valley City (UT); Remote; USD 60,000 - 70,000; Full time

Job summary

An established industry player is seeking an experienced Account Manager for its Small Business division. This full-time remote role focuses on developing and maintaining client insurance needs. You will manage accounts, coordinate marketing processes, and prepare proposals while ensuring effective communication with clients. The position offers a competitive salary and comprehensive benefits, making it an exciting opportunity for self-starters with strong problem-solving skills. Join a dynamic team where your contributions will make a significant impact in the insurance industry.

Qualifications

• 2+ years of experience in Account Management or related roles.
• Active P&C insurance license required.

Responsibilities

• Managing accounts and marketing for assigned clients.
• Preparing account specifications and negotiating pricing.

Skills

Account Management

Effective Communication

Problem-Solving

Analytical Skills

Marketing Skills

Education

High School Diploma

Job description

Account Manager, Commercial Lines Small Business

Heffernan Insurance Brokers is seeking an experienced Account Manager to join its Small Business division. This is a dynamic full-time remote role focused on developing and maintaining client insurance needs.

Responsibilities Include

• Managing accounts and some marketing for assigned clients
• Coordinating renewal marketing processes with clients
• Preparing account specifications, negotiating pricing, and finalizing policy conditions
• Checking policies and transmitting them promptly
• Coordinating invoicing and preparing certificates and evidence of insurance
• Preparing account proposals for presentation
• Explaining and clarifying coverage forms to clients
• Managing account services and coordinating activities
• Expanding existing accounts and developing new coverage lines
• Maintaining thorough documentation with proper E&O procedures

Requirements

• High School diploma required
• At least 2 years of experience in Account Management or related roles
• Active P&C insurance license required
• Self-starter with decision-making skills
• Effective communication skills, both written and oral
• Strong problem-solving, analytical, and marketing skills
• Organized with good time management
• Professional demeanor

Compensation

Salary ranges from $60,000 to $70,000, depending on region, experience, and skills. Additional incentives and comprehensive benefits are offered.

Heffernan Habits

• Smooth the Path and Be Respectful
• Do Good
• Know Your Clients and Foster Relationships
• Have Fun
• Answer The Phone (And Email)
• Be Humble and Own It
• Celebrate and Value Our Differences

Working Conditions

• Indoor environment, sitting or standing for extended periods
• Use of standard office equipment
• Flexibility to work outside regular hours may be required

Additional Details

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Sales and Business Development

Industry: Insurance