Heffernan Group
Account Manager, Commercial Lines
Heffernan Group, San Mateo, California, United States, 94409
Locations: HIB CA (San Mateo) – 1820 Gateway Drive #330, San Mateo, CA 94404, USA; HIB CA (San Jose - Micor) – 1731 Technology Drive, Ste. 250, San Jose, CA 95110, USA.
Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team based in San Mateo, CA. This dynamic role will provide a spectrum of innovative strategies to develop and maintain customers' insurance and risk management needs.
Responsibilities
Marketing and account management for assigned clients. Coordinate all aspects of the renewal marketing process with the 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. Requirements
Education – High School graduate/GED. Minimum of 5 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. Must embody the Heffernan Habits as referenced herein. Compensation
The salary range for this position is $75,000 to $105,000. 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. Company Values
Smooth The Path And Be Respectful
– This value emphasizes being respectful to develop and maintain strong relationships; we are in this together as a team. Do Good
– This is our core; we strive to do good for clients, the company, and communities. Know Your Clients And Foster Relationships
– Listen, learn, build, maintain, and enhance client connections. Have Fun
– Get to know colleagues and enjoy the work; happiness and connection improve client service. Answer The Phone (And Email)
– Be available and responsive to clients and colleagues. Be Humble And Own It
– Take ownership of mistakes and learn from them. Celebrate And Value Our Differences
– Be open, listen to diverse backgrounds, and connect with others. Working Conditions
Indoor work environment, desk-bound or standing for extended periods. Daily use of computers, keyboard, mouse, headset, printers, and other office equipment. May require flexibility to work hours outside of a regular schedule. Qualifications
Skills
Behaviors
Motivations
Education
Experience
Licenses & Certifications
Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Marketing and account management for assigned clients. Coordinate all aspects of the renewal marketing process with the 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. Requirements
Education – High School graduate/GED. Minimum of 5 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. Must embody the Heffernan Habits as referenced herein. Compensation
The salary range for this position is $75,000 to $105,000. 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. Company Values
Smooth The Path And Be Respectful
– This value emphasizes being respectful to develop and maintain strong relationships; we are in this together as a team. Do Good
– This is our core; we strive to do good for clients, the company, and communities. Know Your Clients And Foster Relationships
– Listen, learn, build, maintain, and enhance client connections. Have Fun
– Get to know colleagues and enjoy the work; happiness and connection improve client service. Answer The Phone (And Email)
– Be available and responsive to clients and colleagues. Be Humble And Own It
– Take ownership of mistakes and learn from them. Celebrate And Value Our Differences
– Be open, listen to diverse backgrounds, and connect with others. Working Conditions
Indoor work environment, desk-bound or standing for extended periods. Daily use of computers, keyboard, mouse, headset, printers, and other office equipment. May require flexibility to work hours outside of a regular schedule. Qualifications
Skills
Behaviors
Motivations
Education
Experience
Licenses & Certifications
Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr