Assistant Account Manager, Personal Lines

Heffernan Insurance Brokers; Tracy (CA); On-site; USD 55,000 - 65,000; Full time

Job summary

Heffernan Insurance Brokers is seeking an Assistant Account Manager to join its Personal Lines team in Tracy, CA. The role supports Account Managers and Producers in clerical functions related to servicing insurance accounts, with growth opportunities.

Under direction from an Account Manager, you will process endorsements, retrieve coverage details, coordinate Certificates of Insurance, prepare proposals, renewals, and invoicing, and maintain accurate records with strong attention to E&O

Qualifications

• High school diploma or GED required; office experience preferred.
• Excellent communication and collaboration skills are required.
• Must be organized and able to manage time effectively.
• Working knowledge of MS Office (Excel, Outlook, Word) is expected.

Responsibilities

• Renewal processing workflow as assigned by Account Manager.
• Process binders.
• Process endorsements.
• Process audits after review by the Account Manager.
• Invoicing as assigned.
• Follow up on claims.
• Coordinate Certificates of Insurance and renewals.
• Create and maintain mail-merge documents.
• Draft proposals.
• Respond to client requests in a timely and accurate manner.
• Follow up and close open activities in EPIC.
• Pursue and obtain P&C license and other CE opportunities.
• Maintain proper E&O documentation.
• Assist with other duties usual to servicing accounts.
• Handle other special projects as assigned.

Skills

Excellent communication

Time management

Organizational skills

Collaboration

Education

High School diploma or GED

Tools

MS Office

Job description

Assistant Account Manager, Personal Lines

Department: Personal Lines

Employment Type: Full Time

Location: Tracy, CA

Compensation: $55,000 - $65,000 / year

Description

Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Personal Lines team. 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.
• 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 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.
• 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.