Account Manager, Commercial Lines

Account Manager, Commercial Lines

Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team based in Petaluma, CA. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customers' insurance and risk management needs.

Responsibilities include :

• Marketing and account management for assigned clients.
• Coordinate all aspects of the renewal marketing process with the 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

Requirements :

Compensation :

The salary range for this position is $75,000 to $95,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at https : / / www.heffins.com / about-us / careers.

Heffernan Habits :

Working Conditions :

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.