Account Manager, Commercial Lines Small Business

Responsibilities

• Account management and some marketing for assigned clients
• Coordinate all aspects of renewal marketing process with client
• Prepare account specifications, negotiate pricing and finalize policy conditions
• Policies to be checked and transmitted in a timely manner
• Help coordinate invoicing and preparing of certificates and evidence of insurance
• Prepare account proposals for presentation
• Explain and clarify coverage forms to clients
• Manage account services, coordinate and direct the activities
• Expand existing accounts by developing offering new lines of coverage
• Thorough documentation is required on each account with proper E&O procedures strictly followed

Requirements

• Education – High School graduate required
• Minimum of 2 years working experience in an Account Management or related position
• Active P&C insurance license is required
• 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
• Professional demeanor and behavior

Qualifications

• Embody the Heffernan Habits as illustrated herein

Skills

• Communication
• Decision Making
• Collaboration
• Problem Solving
• Marketing
• Time Management
• Professionalism

Benefits

• The salary range for this position is $60,000 to $70,000
• This role may also be eligible to participate in a discretionary annual incentive program
• Heffernan offers a comprehensive benefits package

Pay

The salary range for this position is $60,000 to $70,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors.

Schedule

Work environment is 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. Ability to travel as necessary.