Job Details
Description
Objective: Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer’s insurance and risk management needs.
Responsibilities Include:
- Marketing and account management for assigned clients.
- Coordinate all aspects of renewal marketing process with client and provide program structure, review and analysis.
- Prepare account specifications, negotiate pricing and finalize policy conditions.
- Prepare summaries to be transmitted with policies.
- 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.
Qualifications:
- Education – High School graduate required. Bachelor’s degree preferred.
- Minimum of 3 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.
- Professional demeanor and behavior.
- Must embody the Heffernan Habits as illustrated below.
Compensation:
The salary range for this position is $70,000 to $100,000. 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 .
Heffernan Habits (Expectations): These are practices that represent our unique employee 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.