Assistant Account Manager, Personal Lines

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

Job summary

Heffernan Insurance Brokers is seeking an Assistant Account Manager to join its Personal Lines team in Petaluma, CA. This is an entry-level position that does not require prior insurance experience, though that experience is a plus.

We are looking for a self-starter with growth potential and a clear career path. The role supports Account Managers and Producers with clerical servicing, endorsements, and carrier communications.

Qualifications

• Entry-level position; no insurance experience required (though a plus).

Responsibilities

• Renewal Processing Workflow — as assigned by Account Manager(s). Order loss runs, update applications, update existing SOVs, spreadsheets, and order MVRs.
• 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, certificates, 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.

Job description

Assistant Account Manager, Personal Lines

Department: Personal Lines

Employment Type: Full Time

Location: Petaluma, CA

Reporting To: Family Office Manager

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

Description

Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Personal 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 seeking a career path with plenty of growth potential.

The primary function of a Personal Lines Assistant Account Manager is to assist Account Managers and Producers in clerical functions related to account servicing. With direction from an Account Manager and/or Producer, these administrative functions include working with insurance carriers to process endorsements, retrieve policy coverage information, and other related servicing requests.

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, certificates, 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.