Account Manager, Commercial Lines

About the role

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

Responsibilities

• Market and manage assigned client accounts.
• Coordinate all aspects of the renewal marketing process with the client; provide program structure, review, and analysis.
• Prepare account specifications, negotiate pricing, and finalize policy conditions.
• Prepare and transmit policy summaries and ensure policies are checked and delivered in a timely manner.
• Prepare invoices and work with staff to issue Certificates of Insurance (COIs) and Evidence of Insurance (EOIs) promptly to meet client and vendor needs.
• Prepare account proposals for presentation.
• Provide technical expertise in coverage areas and current markets.
• Explain and clarify coverage forms to clients.
• Manage account services, coordinate and direct activities, and expand existing accounts by developing new coverages.
• Ensure thorough documentation on each account with strict adherence to proper E&O procedures.
• Handle complex accounts.
• Perform other duties and special technical projects as assigned.

Requirements

• High school graduate/GED.
• Minimum of 3 years of working experience in an Account Management or related position.
• Active Property & Casualty (P&C) insurance license required.
• CIC or equivalent designation (e.g., CPCU or ARM) preferred.
• Adaptable, self-starter with experienced decision-making skills.
• Effective communication and collaboration skills, both written and oral.
• Problem-solving, analytical, and marketing skills.
• Organized with strong time-management abilities.
• Proficient with Microsoft Office Suite, particularly Excel, Word, and PowerPoint.
• Embody the Heffernan Habits.

Heffernan Habits

• Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
• Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
• Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
• Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
• Celebrate & Value Our Differences: “Because You’re Different.” It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.

Benefits

We support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success. The firm is proud of its strong commitment to philanthropy and giving back.

Pay

$75,000 – $90,000 per year. This role is eligible to participate in an annual bonus program. Compensation will depend on geographic region, job-related knowledge, skills, and experience, among other factors.