Commercial Lines Account Manager — Client Growth

Heffernan Insurance Brokers; San Francisco (CA); In loco; USD 75.000 - 95.000; Tempo pieno

Descrizione del lavoro

Heffernan Insurance Brokers is seeking an experienced Account Manager for its Commercial Lines team in San Francisco, CA. The role involves marketing and managing client accounts, coordinating renewal processes, and presenting polished proposals. A valid P&C license is required, with CIC/CPCU/ARM designations preferred.

The position offers a competitive salary and strong benefits. We value analytical thinkers who can manage complex accounts, communicate clearly, and work collaboratively across

Competenze

• High School diploma or GED required.
• Active P&C license required.
• CIC/CPCU/ARM designation preferred.
• Minimum 3 years in account management or related role.

Mansioni

• Market and manage accounts for assigned clients.
• Coordinate renewal marketing processes with clients and analyze programs.
• Prepare account specifications, negotiate pricing, and finalize policy terms.
• Prepare and transmit policy summaries and COIs/EOIs promptly.
• Prepare account proposals for presentation to clients.

Conoscenze

Adaptable

Self-starter

Decision making

Communication skills

Collaboration

Problem solving

Analytical skills

Time management

Formazione

High School diploma or GED

Active P&C license

CIC or CPCU or ARM designation

Strumenti

MS Office

Excel

Word

PowerPoint

Descrizione del lavoro

Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team based in San Francisco, CA. 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.
• Provide technical competence in areas of coverage and current markets.
• Explain and clarify coverage forms to clients.
• Manage account services, coordinate and direct the activities.
• 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, and PowerPoint.
• Must embody the Heffernan Habits as referenced herein.

Compensation:

The salary range for this position is $75,000 to $95,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors.This role may also 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.

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.

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.