Commercial Account Manager

Heffernan Network Insurance Brokers; Walnut Creek (CA); Remote; USD 70,000 - 80,000; Full time

Job summary

Join a forward-thinking agency specializing in Construction Risks as an Account Manager. This dynamic role allows you to implement innovative strategies to meet clients' insurance and risk management needs. You will manage client accounts, coordinate marketing processes, and ensure timely communication and documentation. This established firm values respect, collaboration, and fun, fostering a culture where you can thrive and grow professionally. If you're an adaptable self-starter with a passion for client relations and problem-solving, this opportunity is perfect for you.

Benefits

Medical Insurance

Vision Insurance

401(k)

Disability Insurance

Paid Maternity Leave

Paid Paternity Leave

Qualifications

• 3+ years in Account Management or related field.
• Active P&C insurance license required.
• CIC or equivalent designation preferred.

Responsibilities

• Manage marketing and account management for clients.
• Coordinate renewal marketing processes and negotiate pricing.
• Prepare account proposals and documentation.

Skills

Account Management

Communication Skills

Problem Solving

Analytical Skills

Marketing Skills

Time Management

Education

High School Graduate/GED

Tools

MS Office Suite

Applied EPIC

Job description

4 days ago Be among the first 25 applicants

Direct message the job poster from Heffernan Network Insurance Brokers

Heffernan Easterly Insurance Services is looking for an experienced Account Manager to join its Commercial Lines team. This agency specializes in writing Construction Risks. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer’s insurance and risk management needs.

Responsibilities Include:

• Marketing and account management for assigned clients.
• Coordinate all aspects of renewal marketing process with client and provide program structure, review and analysis.
• Prepare account specifications, negotiate pricing and finalize policy conditions.
• Prepare summaries to be transmitted with policies. Policies to be checked and transmitted in a timely manner.
• Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs.
• Prepare account proposals for presentation.
• Process binders, endorsements, audits and all other servicing activities related to assigned accounts.
• Provide technical competence in areas of coverage and current markets.
• Explain and clarify coverage forms to clients.
• Expand existing accounts by developing new coverages.
• Thorough documentation is required on each account with proper E&O procedures strictly followed.
• Ability to handle complex accounts.
• Other duties and special technical projects as assigned

Requirements:

• Education – High School graduate/GED.
• Minimum of 3 years working experience in an Account Management or related position.
• Active P&C insurance license is required.
• CIC or equivalent designation preferred, such as CPCU or ARM.
• Adaptable, self-starter, with experienced decision making skills.
• Effective communication and collaboration skills, both written and oral.
• Problem solving, analytical, and marketing skills required.
• Must be organized and able to manage time effectively.
• Must be proficient with MS Suite; particularly Excel, Word, PowerPoint and Adobe.
• Experience with Applied EPIC preferred.
• Must embody the Heffernan Habits as referenced herein.

These are core values 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 is 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.

Job Type:

• Full-time

Pay:

• $70,000.00 - $80,000.00 per year

Schedule:

• Monday to Friday

License/Certification:

• Property & Casualty License (Required)

Work Location:

• Remote - Must be located in California

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Customer Service

• Industries

  Insurance and Insurance Agencies and Brokerages

Referrals increase your chances of interviewing at Heffernan Network Insurance Brokers by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Paid maternity leave

Paid paternity leave

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