Assistant Account Manager, Commercial Lines

Heffernan Insurance Brokers; San Francisco (CA); Remote; USD 50,000 - 60,000; Full time

Job summary

A leading company in insurance is seeking an Assistant Account Manager for their Commercial Lines team in San Francisco. This entry-level role offers a chance for growth without requiring prior insurance experience. Responsibilities include processing renewals, managing client communications, and maintaining documentation. Ideal candidates are organized, communicative, and eager to learn. Join a supportive team that values respect and collaboration while enjoying a comprehensive benefits package.

Qualifications

• Entry-level position, no insurance experience required.
• Excellent communication and organizational skills needed.

Responsibilities

• Renewal processing, invoicing, and client follow-ups.
• Coordinate Certificates of Insurance and maintain documentation.

Skills

Communication

Collaboration

Organization

Time Management

Education

High School Graduate/GED

Tools

MS Office

Job description

Job Category: Commercial Lines

Requisition Number: ASSIS001542

• Posted : May 13, 2025
• Closed : May 16, 2025
• Full-Time
• Remote

Locations

Showing 1 location

San Francisco, CA 94104, USA

Description

Objective:

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.

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, 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).

Compensation:

The base salary range for this position is$50,000to$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):

These are practices that represent our unique culture.

• 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.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.