Assistant Account Manager, Commercial Lines

Heffernan Insurance Brokers; Indianapolis (IN); Remote; USD 50,000 - 60,000; Full time

Job summary

An established industry player is seeking an Assistant Account Manager to join its dynamic Commercial Lines team. This entry-level role offers a fantastic opportunity for growth and development in the insurance sector, even for those without prior experience. The ideal candidate will be an intelligent self-starter, organized, and possess excellent communication skills. Responsibilities include supporting renewal processing, managing client requests, and maintaining documentation. With a commitment to fostering relationships and a collaborative work environment, this role promises to be both rewarding and engaging, making it an exciting step in your career journey.

Qualifications

• Entry-level position; insurance experience is a plus but not required.
• Must be organized and able to manage time effectively.

Responsibilities

• Assist with renewal processing, invoicing, and claims follow-up.
• Create and maintain mail-merge documents and draft proposals.

Skills

Communication Skills

Collaboration Skills

Time Management

Organizational Skills

Education

High School Graduate/GED

Tools

MS Office (Excel, Outlook, Word)

EPIC (agency management system)

Job description

Job Category: Commercial Lines

Requisition Number: ASSIS001523

Posted: March 7, 2025

Type: Full-Time

Location: Remote

Locations

HIB IN (Marion County)
500 E 96th Street, Suite 300
Indianapolis, IN 46240, USA

Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This is an entry-level position that does not require insurance experience (although a plus!). Heffernan is looking for an intelligent self-starter, who is looking for a career with plenty of upward mobility. Candidates preferred that are located in the state of Indiana.

Responsibilities Include:

• Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's.
• Process binders.
• Process audits after review by the Account Manager.
• Invoicing as assigned.
• Follow up on claims.
• Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals.
• Create and maintain mail-merge documents.
• Draft proposals.
• Process un-routed attachments and carrier document retrieval items.
• Respond to client requests in a timely and accurate manner.
• Follow up and close open activities in EPIC (agency management system).
• Pursue and obtain P&C license, and other continuing education opportunities.
• Thorough documentation with proper E&O procedures must be followed.
• Other duties usual to servicing commercial accounts.
• Other special projects as assigned.

Requirements:

• Education – High School graduate/GED required.
• Experience working in an office environment preferred.
• Insurance experience is not required, but a plus!
• Excellent communication and collaboration skills required.
• Working knowledge of MS Office (Excel, Outlook, and Word etc.)
• Must be organized and able to manage time effectively.
• Professional demeanor and behavior are required, as referenced in Heffernan’s core values (Habits).

Compensation:

The base salary range for this position is $50,000 to $60,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.

Heffernan Habits (Expectations):

• Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
• Do Good – This is our core. We strive to do good for our clients, our company and our communities.
• Know Your Clients And Foster Relationships – Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
• Have Fun – Take the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients.
• Answer The Phone (And Email) – Be available and responsive to clients and colleagues.
• Be Humble And Own It – We all make mistakes – what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
• Celebrate And Value Our Differences – We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others' stories and experiences. Make an effort to not only include, but connect.

Working Conditions:

• Work environment may be indoors, sitting at a desk or standing for extended periods of time.
• Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
• This position may require flexibility to work hours outside of a regular schedule.