Commercial Lines Account Manager — Client Growth

Heffernan Insurance Brokers; San Francisco (CA); On-site; USD 75,000 - 95,000; Full time

Job summary

Heffernan Insurance Brokers in San Francisco, CA is seeking an experienced Account Manager to join its Commercial Lines team. The role focuses on developing and maintaining clients' insurance and risk management needs while coordinating renewal marketing and program analysis.

The position requires at least 3 years of account management experience, an active P&C license, and strong communication, problem-solving, and MS Office skills. CIC/CPCU/ARM preferred.

Qualifications

• High School diploma or GED.
• Minimum 3 years experience in account management or related role.
• Active P&C insurance license required.
• CIC or equivalent designation preferred (CPCU or ARM).
• Adaptable, self-starter with decision-making skills.
• Effective written and oral communication and collaboration.

Responsibilities

• Marketing and account management for assigned clients.
• Coordinate 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; ensure timely transmission.

Skills

Adaptable

Communication

Problem solving

Organizational skills

MS Office

Marketing skills

Self-starter

Education

High School diploma or GED

Tools

MS Office

Job description

Heffernan Insurance Brokers in San Francisco, CA is seeking an experienced Account Manager to join its Commercial Lines team. The role focuses on developing and maintaining clients' insurance and risk management needs while coordinating renewal marketing and program analysis.

The position requires at least 3 years of account management experience, an active P&C license, and strong communication, problem-solving, and MS Office skills. CIC/CPCU/ARM preferred.