Commercial Account Manager - Small Business

Objective:

Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Small Business division This is a dynamic full-time remote role that will provide a spectrum of innovative strategies to develop and maintain client's insurance needs.  

 

Responsibilities Include:  

• 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. 
• Embody the Heffernan Habits as illustrated herein. 

 

Compensation:

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. 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:  

These are core values that represent our unique culture.  

• 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 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.