Strategic Commercial Lines Account Manager

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 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