Objective:
Heffernan Easterly Insurance Services is looking for an experienced Account Manager to join its Commercial Lines team. This agency specializes in writing Construction Risks. 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. 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.
- Process binders, endorsements, audits and all other servicing activities related to assigned accounts.
- Provide technical competence in areas of coverage and current markets.
- Explain and clarify coverage forms to clients.
- 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
Requirements:
- 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, PowerPoint and Adobe.
- Experience with Applied EPIC preferred.
- Must embody the Heffernan Habits as referenced herein.
Heffernan Habits:
These are core values that represent our unique 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 is 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.
Job Type:
Pay:
- $70,000.00 - $80,000.00 per year
Schedule:
License/Certification:
- Property & Casualty License (Required)
Work Location:
- Remote - Must be located in California