What are the responsibilities and job description for the Commercial Account Manager position at Heffernan Insurance Brokers?

HIB CA (San Mateo)

Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.

1820 Gateway Drive #330

San Mateo, CA 94404, USA

Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer’s insurance and risk management needs.

Responsibilities Include :

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.

Qualifications :

Education – High School graduate required. Bachelor’s degree preferred.

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.

Professional demeanor and behavior.

Must embody the Heffernan Habits as illustrated below.

Compensation :

The salary range for this position is $70,000 to $100,000. 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 at https : / / www.heffins.com / about-us / careers.

Heffernan Habits (Expectations) :

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.

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Salary : $70,000 - $100,000

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