Heffernan Insurance Brokers

Independent insurance brokerage with employee ownership

Account Manager - Commercial Lines

Insurance Sales & AgencyUpdated on Nov 13

Full-timeWalnut Creek, CA, USA$75k - $90k /yrHybrid

About the Job

Requirements

A high school diploma or GED is required.
At least 3 years of working experience in account management or a related position is required.
An active property and casualty insurance license is required.
Proficiency with Microsoft Office Suite, particularly Excel, Word, and PowerPoint, is required.
Problem-solving, analytical, and marketing skills are required.
The candidate must be organized and able to manage time effectively.
Adaptability and experienced decision-making skills are required.
Effective written and oral communication and collaboration skills are required.
The candidate must embody the Heffernan Habits.

Responsibilities

Market and manage assigned client accounts.
Coordinate all aspects of the renewal marketing process with clients, including program structure, review, and analysis.
Prepare account specifications, negotiate pricing, and finalize policy conditions.
Prepare policy summaries and ensure policies are checked and transmitted in a timely manner.
Prepare invoices and work with staff to issue certificates of insurance and evidence of insurance promptly to meet client and vendor needs.
Prepare account proposals for presentation.
Provide technical competence in coverage areas and current markets.
Explain and clarify coverage forms to clients.
Manage account services and coordinate and direct related activities.
Expand existing accounts by developing new coverages.
Thoroughly document each account and follow proper errors and omissions procedures.
Handle complex accounts.
Perform other duties and special technical projects as assigned.

Desired Qualifications

A CIC designation or an equivalent designation, such as CPCU or ARM, is preferred.

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.

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. 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

· Education – High School graduate/GED.

· 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.

· Must embody the Heffernan Habits as referenced herein.

About the Company

Heffernan Insurance Brokers

Independent insurance brokerage with employee ownership

Heffernan Insurance Brokers is a large independent U.S. insurance broker headquartered in Walnut Creek, California, offering business and personal insurance, employee benefits, and financial services. Its model centers on employee ownership, with staff having a stake in the firm to align interests and support long-term client relationships. Growth comes from steady organic expansion complemented by acquiring smaller, culturally aligned independent brokerages across the country, expanding geographic reach and deepening expertise in niches such as construction, nonprofits, and technology. By combining local market knowledge with scale and a focus on specific client segments, the goal is to be a leading nationwide independent broker with strong service and sustained, stable growth.

Company size: 501-1,000
Company stage: Not listed
Total funding: Not listed
Headquarters: Walnut Creek, CA
Founded: 1988

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