Assistant Account Manager, HeffDirect Commercial Lines

About the role

Heffernan Insurance Brokers is seeking an Assistant Account Manager to join its small business Commercial Lines team, HeffDirect. This is an entry-level position requiring some insurance experience.

Responsibilities

• 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.
• 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 required. Bachelor’s degree preferred.
• Experience working in an office environment preferred.
• Some Insurance experience is preferred.
• An active P&C license is preferred.
• Excellent communication and collaboration skills required.
• Working knowledge of MS Office (Excel, Outlooks, and Word etc.).
• Must be organized and able to manage time effectively.
• Professional demeanor and behavior.
• Maintain a positive attitude and sense of humor!

Skills, Knowledge And Expertise

• Professional demeanor and behavior required, as referenced in the Heffernan core values (Habits).

Why Choose Heffernan?

At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique. We’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success.

Benefits

This role will be eligible to participate in an annual bonus program. The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors.