Heffernan Insurance Brokers

Independent insurance brokerage with employee ownership

Account Manager - Heffdirect Commercial Lines

Insurance Sales & AgencyUpdated on Nov 13

Full-timeWalnut Creek, CA, USA$60k - $70k /yrIn-person

About the Job

Requirements

High school graduate or GED.
At least 3 years of work experience in account management or a related position.
An active Property and Casualty insurance license is required.
Proficiency with Microsoft Word.
Strong problem-solving, analytical, and marketing skills.
Ability to make experienced decisions and organize and manage time effectively.
Effective written and oral communication and collaboration skills.
Must embody the Heffernan Habits.

Responsibilities

Manage assigned client accounts and perform some marketing.
Coordinate all aspects of the renewal process with clients.
Prepare account specifications, negotiate pricing, and finalize policy conditions.
Check and transmit policies in a timely manner.
Help coordinate invoicing and prepare certificates and evidence of insurance.
Prepare account proposals for presentation.
Explain and clarify coverage forms to clients.
Manage account services and coordinate and direct related activities.
Expand existing accounts by offering additional lines of coverage in collaboration with the sales team to round out coverages.
Maintain thorough account documentation and strictly follow proper errors and omissions procedures.
Perform other duties and projects as assigned.

Heffernan Insurance Brokers is looking for an Account Manager to join its Small Business team. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain client’s insurance needs.

Account management and some marketing for assigned clients.
Coordinate all aspects of renewal process with client(s).
Prepare account specifications, negotiate pricing, and finalize policy conditions.
Policies to be checked and transmitted in a timely manner.
Help coordinate invoicing, preparing 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 offering additional lines of coverage in collaboration with the sales team to round out coverages.
Thorough documentation is required on each account with proper E&O procedures strictly followed.
Other duties and 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.
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 Microsoft Word
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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