Remote Insurance Account Manager Small Business Growth

Heffernan Insurance Brokers

Walnut Creek (CA)

On-site

USD 60,000 - 70,000

Full time

14 days+
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Benefits offered by this job

Comprehensive benefits package
Philanthropic commitment
Annual bonus program

Job summary

Heffernan Insurance Brokers is seeking an Account Manager to join our Small Business team. This dynamic remote role focuses on account management and marketing efforts for assigned clients, overseeing the renewal marketing process while ensuring timely policy transmission.

The ideal candidate will have at least three years' experience in Account Management and possess a strong commitment to client relations, embodying the values of communication, respect, and innovation. Compensation ranges from $60,000 to $70,000 per year, with eligibility for an annual bonus.

Qualifications

  • Minimum of three years working experience in Account Management or related position.
  • Active P&C insurance license is required.
  • Adaptable self-starter with decision-making skills.

Responsibilities

  • Manage account services and coordinate activities.
  • Negotiate pricing and finalize policy conditions.
  • Expand existing accounts by offering additional lines of coverage.

Skills

Communication skills
Problem solving
Time management
MS Office proficiency

Education

High School graduate/GE

Job description

Heffernan Insurance Brokers is seeking an Account Manager to join our Small Business team. This dynamic remote role focuses on account management and marketing efforts for assigned clients, overseeing the renewal marketing process while ensuring timely policy transmission.

The ideal candidate will have at least three years' experience in Account Management and possess a strong commitment to client relations, embodying the values of communication, respect, and innovation. Compensation ranges from $60,000 to $70,000 per year, with eligibility for an annual bonus.

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