Commercial Lines Account Manager – Renewal & Growth

Heffernan Insurance Brokers; San Mateo (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Annual bonus program

Job summary

Heffernan Insurance Brokers is actively seeking an experienced Account Manager to join its Commercial Lines team in San Mateo, California. This dynamic role involves innovative strategies for managing client's insurance and risk management needs.

Key responsibilities include marketing and account management for clients, coordinating renewal processes, and providing thorough documentation on each account. The ideal candidate has a minimum of 3 years of experience, an active P&C insurance license, and strong communication skills.

Qualifications

• Minimum of 3 years working experience in Account Management or related position.
• Active P&C insurance license is required.
• CIC or equivalent designation preferred, such as CPCU or ARM.

Responsibilities

• Marketing and account management for assigned clients.
• Coordinate renewal marketing process and provide review and analysis.
• Prepare account specifications and negotiate pricing.

Skills

Account Management

Communication Skills

Analytical Skills

Marketing Skills

Proficiency in MS Suite

Education

High School graduate/GED

Tools

MS Excel

MS Word

MS PowerPoint

Job description

Heffernan Insurance Brokers is actively seeking an experienced Account Manager to join its Commercial Lines team in San Mateo, California. This dynamic role involves innovative strategies for managing client's insurance and risk management needs.

Key responsibilities include marketing and account management for clients, coordinating renewal processes, and providing thorough documentation on each account. The ideal candidate has a minimum of 3 years of experience, an active P&C insurance license, and strong communication skills.