Account Manager, Commercial Lines

This is a fully remote position, open to applicants in California.

📋 Description

• Manage accounts and engage in marketing efforts for designated clients.

• Oversee all elements of the renewal process with clients.

• Draft account specifications, negotiate pricing, and finalize policy details.

• Ensure policies are checked and dispatched promptly.

• Assist with invoicing, and prepare certificates and evidence of insurance.

• Create account proposals for client presentations.

• Clarify and explain coverage forms to clients.

• Oversee account services and direct related activities.

• Grow existing accounts by introducing additional lines of coverage.

• Maintain thorough documentation for each account, adhering to proper E&O procedures.

⛳️ Requirements

• Education – High School diploma or GED is required.

• At least 3 years of experience in Account Management or a related field.

• An active Property & Casualty (P&C) insurance license is mandatory.

• Must be adaptable, a self-starter, and possess strong decision-making abilities.

• Excellent written and verbal communication and collaboration skills are essential.

• Strong problem-solving, analytical, and marketing skills are required.

• Organizational skills and effective time management are a must.

• Proficiency in Microsoft Word is necessary.

• Must demonstrate the Heffernan Habits as referenced herein.

🏝️ Benefits

• Emphasis on communication, respect, enjoyment, community involvement, and celebrating individuality.

• Strong dedication to philanthropy and community service.

• Comprehensive benefits package aimed at fostering well-being, growth, and long-term success.

• Eligibility for participation in an annual bonus program.