Commercial Lines Account Manager - Growth & Strategy

Heffernan Group; Walnut Creek (CA); In loco; USD 75.000 - 90.000; Tempo pieno

Descrizione del lavoro

Heffernan Insurance Brokers in Walnut Creek, CA is seeking an experienced Account Manager to join its Commercial Lines team. This role develops and maintains clients’ insurance and risk management needs and provides strategic support across the renewal and pricing process.

The ideal candidate has at least 3 years in account management, holds or is pursuing a P&C license, and may pursue CIC/CPCU/ARM. Proficiency with MS Office and strong communication are essential for success in this hands-on

Competenze

• High School diploma or GED required.
• 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.

Mansioni

• 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

Conoscenze

Account management

Communication

Problem solving

Time management

MS Office

Team collaboration

Formazione

High School diploma or GED

P&C insurance license

CIC/CPCU/ARM designation preferred

Strumenti

MS Excel

MS Word

PowerPoint

Descrizione del lavoro

Heffernan Insurance Brokers in Walnut Creek, CA is seeking an experienced Account Manager to join its Commercial Lines team. This role develops and maintains clients’ insurance and risk management needs and provides strategic support across the renewal and pricing process.

The ideal candidate has at least 3 years in account management, holds or is pursuing a P&C license, and may pursue CIC/CPCU/ARM. Proficiency with MS Office and strong communication are essential for success in this hands-on