Assistant Account Manager, Commercial Lines

Heffernan Insurance Brokers; Irvine (CA); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

Heffernan Insurance Brokers in Irvine, CA is seeking an Assistant Account Manager for its Commercial Lines team. This entry-level role requires some insurance experience and an active Property & Casualty license, with opportunities for advancement within the agency.

You will support account managers with renewals, endorsements, invoicing, claims follow-up, and certificate issuance while delivering excellent client service and accurate documentation.

Qualifications

• Entry-level role requiring some insurance experience.
• Active Property & Casualty license required.
• Strong communication and collaboration skills.
• Proficient with MS Office.
• Organized with good time management.
• Professional demeanor expected.

Responsibilities

• Assist with renewal processing as assigned by Account Manager(s).
• Process binders, endorsements, and audits after review by the Account Manager.
• Handle invoicing and follow-up on claims.
• Coordinate Certificates of Insurance and Evidence of Insurance issuance and renewals.
• Draft proposals and maintain mail-merge documents.
• Respond to client requests promptly and accurately.

Skills

Insurance industry experience

P&C license

Microsoft Office

Education

High School diploma or GED

Tools

Microsoft Office

Job description

Assistant Account Manager, Commercial Lines

Department: Commercial Lines

Employment Type: Full Time

Location: Irvine, CA

Reporting To: Commercial Lines Manager

Compensation: $60,000 - $65,000 / year

Description

Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This is an entry-level position that requires some insurance experience and an active Property & Casualty License. Heffernan is looking for an intelligent self-starter who is looking for a career with plenty of upward mobility.

Key Responsibilities

• 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 endorsements.
• 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.

Skills, Knowledge and Expertise

• Education – High School graduate/GED required.
• Experience working in an office environment preferred.
• Insurance experience is required.
• Active P&C insurance license is required.
• Excellent communication and collaboration skills required.
• Working knowledge of MS Office (Excel, Outlooks, 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).
• 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.