Commercial Assistant Account Manager

Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Small Business team. This is an entry-level position designed with the intent to provide exposure to Account Management responsibilities, to eventually transition into a Large Commercial role. Heffernan is looking for an intelligent self-starter, who is looking for a career with plenty of upward mobility. (This is a remote position. Pacific Time Zone preferred)

 

Responsibilities Include:

• Renewal Processing Workflow as assigned by Team Lead or Fulfillment Executive.
• Coordinate driver, vehicle, and mailing address changes.
• Notice of Cancellation and nonpayment follow-ups.
• Help with billing and claim reporting questions.
• Reach out to carriers for renewal solicitation and quotes.
• Help gather and send information for bind requests or requests for additional quoting information.
• Request information and applications from clients using our online platform.
• Help clients navigate our online systems: application/signature platform, payment links, and client portal.
• Backup team members when they are out of the office.
• Help coordinate invoicing, preparing certificates, and evidence of insurance.
• Join Team Lead/Fullfillment Exec. on coverage / proposal review calls.
• Learn various carrier websites through online submissions, endorsement requests, and billing inquiries.
• 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 that are usual to servicing commercial accounts.
• Other special projects as assigned.

 

Requirements:

• Education – High School graduate/GED required.
• Experience working in an office environment preferred.
• Ability to obtain P&C Insurance license.
• Effective communication and collaboration skills, both written and oral.
• Working knowledge of MS Office (Excel, Outlook, Word etc.)
• Must be organized and able to manage time effectively.
• Professional demeanor and behavior required, as referenced in Heffernan’s core values (Habits).

 

Compensation:

The salary range for this position is $50,000 to $60,000. 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 (Expectations):

These are practices 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 may be 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.