Objective:

Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team in the Walnut Creek, CA branch. Heffernan is looking for an intelligent self-starter, who is looking for a career with plenty of upward mobility.

Responsibilities Include:

• Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's.
• Process binders.
• Process endorsements.
• Process audits after review by the Account Manager.
• Invoicing as assigned.
• Follow up on claims.
• Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals.
• Create and maintain mail-merge documents.
• Draft proposals.
• Process un-routed attachments and carrier document retrieval items.
• Respond to client requests in a timely and accurate manner.
• Follow up and close open activities in EPIC (agency management system).
• Pursue and obtain P&C license, and other continuing education opportunities.
• Thorough documentation with proper E&O procedures must be followed.
• Other duties usual to servicing commercial accounts.
• Other special projects as assigned.

Requirements:

• Education - High School graduate/GED required. 
• 1 year insurance experience preferred.
• Experience working in an office environment preferred.
• Excellent communication and collaboration skills required.
• Working knowledge of MS Office (Excel, Outlook, Word etc.)
• Must be organized and able to manage time effectively.
• Professional demeanor and behavior required, as referenced in the Heffernan Habits.

Compensation:

The salary range for this position is $55,000 to $65,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found athttps://www.heffins.com/about-us/careers.

Heffernan Habits (Expectations):

These are practices that represent our unique culture.

• Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
• Do Good - This is our core. We strive to do good for our clients, our company and our communities.
• Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
• Have Fun - Take the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients.
• Answer The Phone (And Email) - Be available and responsive to clients and colleagues.
• Be Humble And Own It - We all make mistakes - what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
• Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.  

Working Conditions:

• Work environment may be indoors, sitting at a desk or standing for extended periods of time.
• Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
• This position may require flexibility to work hours outside of a regular schedule.