Heffernan Insurance Brokers

Independent insurance brokerage with employee ownership

Assistant Account Manager - Personal Lines

Insurance Sales & AgencyUpdated on Nov 13

Full-timeTracy, CA, USA$55k - $65k /yrHybrid

About the Job

Requirements

A high school diploma or GED is required.
Excellent communication and collaboration skills are required.
Working knowledge of Microsoft Office, including Excel, Outlook, and Word, is required.
Ability to stay organized and manage time effectively is required.
Must pursue and obtain a Property and Casualty license and complete continuing education opportunities.
Must follow thorough documentation practices and proper errors-and-omissions procedures.
Must embody the Heffernan Habits.

Responsibilities

Assist Account Managers and Producers with clerical functions related to account servicing.
Work with insurance carriers to process endorsements, retrieve policy coverage information, and handle related servicing requests under the direction of an Account Manager or Producer.
Perform assigned renewal processing workflow, including ordering loss runs, updating applications and existing schedules of values, updating spreadsheets, and ordering motor vehicle records.
Process binders and endorsements.
Process audits after review by the Account Manager.
Handle invoicing as assigned.
Follow up on claims.
Coordinate issuance and renewals of Certificates of Insurance and Evidence of Insurance.
Create and maintain mail-merge documents.
Draft proposals.
Process unrouted attachments and carrier document retrieval items.
Respond to client requests in a timely and accurate manner.
Follow up on and close open activities in EPIC, the agency management system.
Perform other duties usual to servicing commercial accounts and other special projects as assigned.

Desired Qualifications

Experience working in an office environment is preferred.
Insurance experience is preferred.

Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Personal Lines team. Heffernan is looking for an intelligent self-starter seeking a career path with plenty of growth potential.

The primary function of a Personal Lines Assistant Account Manager is to assist Account Managers and Producers in clerical functions related to account servicing. With direction from an Account Manager and/or Producer, these administrative functions include working with insurance carriers to process endorsements, retrieve policy coverage information, and other related servicing requests.

Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's.
Process binders.
Process endorsements.
Process audits after review by the Account Manager.
Invoicing as assigned.
Follow up on claims.
Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificates, and evidence renewals.
Create and maintain mail-merge documents.
Draft proposals.
Process un-routed attachments and carrier document retrieval items.
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 usual to servicing commercial accounts.
Other special projects as assigned.

Education – High School graduate/GED required.
Experience working in an office environment preferred.
Insurance experience is Preferred!
Excellent communication and collaboration skills required.
Working knowledge of MS Office (Excel, Outlooks, and Word etc.)
Must be organized and able to manage time effectively.
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

Recently Posted Jobs

Explore more opportunities at Heffernan Insurance Brokers

See more jobs