Talent.com
Heffernan Insurance Brokers
Account Manager, Commercial LinesHeffernan Insurance Brokers • Portland, OR, United States
No longer accepting applications
Account Manager, Commercial Lines

Account Manager, Commercial Lines

Heffernan Insurance Brokers • Portland, OR, United States
30+ days ago
Salary
$70,000.00 yearly
Job type
  • Full-time
Job description

Account Manager, Commercial Lines

Heffernan Insurance Brokers is seeking an experienced Account Manager to join its Commercial Lines team. This is a dynamic role that will offer a range of innovative strategies to develop and manage customers' insurance and risk management needs. This role will report into the San Francisco, CA Commercial Lines division.

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.
  • 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:

  • 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, and PowerPoint.
  • Must embody the Heffernan Habits as referenced herein.

Compensation:

The base salary range for this position is $70,000 to $90,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details are available at

Heffernan Habits:

  • Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
  • Have Fun: Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
  • Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
  • Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
  • Celebrate & Value Our Differences: "Because You're Different". It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.

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.
  • Ability to travel as necessary.

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.

Create a job alert for this search

Account Manager, Commercial Lines • Portland, OR, United States

Similar jobs

Account Manager Chemicals & Materials Composites Manufacturing Markets

MRINetworkPortland, OR, United States
Full-time

Sales Representative For Raw Material Chemicals.If you are a successful chemical or industrial sales professional looking for an excellent income and career growth opportunity, heres your chance to... Show more

 • Promoted

Commercial Sales & Marketing

ServproPortland, OR, United States
Full-time

The Sales Account Manager is responsible for ensuring customer satisfaction and loyalty by providing excellent customer service, sales support, and account management.The successful candidate will ... Show more

 • Promoted

Mercedes-Benz Commercial Account Manager

Swickard Auto GroupWilsonville, OR, United States
Full-time

Mercedes-Benz Sales Consultant.Wilsonville, OR | Premium luxury brand | Mercedes Sprinter Van experience preferred but not required!.The Mercedes-Benz Sales Consultant drives commercial vehicle sal... Show more

 • Promoted

Sales Account Manager - Food Ingredients

Nexeo Solutions LLCPortland, OR, United States
Full-time

Sales Account Manager - Food Ingredients.Location: Portland, OR, US, 97210-1412 Company Name: Univar Solutions USA I&S LLC Requisition ID: 35218.Start your career journey with Univar Solutions! Her... Show more

 • Promoted

Named Account Manager, Enterprise

FortinetPortland, OR, US
Full-time

In this key role, you will manage and drive direct sales engagements into a set of Named Accounts within your assigned territory.Primary responsibility will be to create and implement territory pla... Show more

 • Promoted

Account Manager

Raymond WestPortland, OR, United States
Full-time

Raymond West is looking for a dynamic Account Manager to join our Sales team! This position will provide a vital communication and sales link between our customers and our company to ensure continu... Show more

 • Promoted

Remote Channel Account Manager - Enterprise CX & UC Growth

Mitel (Delaware) IncPortland, OR, United States
Remote
Full-time

A leading communication solutions provider is seeking a skilled Channel Account Manager to drive enterprise growth through strategic partnerships across the region.The role involves building joint ... Show more

 • Promoted

Commercial Relationship Manager I-III

Oregon Pacific BankPortland, OR, United States
Temporary

Primarily responsible for the ongoing development of new business relationships for the bank through networking and community centered activities.Develop and maintain relationships with business pr... Show more

 • Promoted

Sales Account Manager

Estes Express LinesPortland, OR, United States
Full-time

Develop and implement strategies to maintain and/or expand sales and promote Estes transportation services within an assigned territory.Provide reports on the sales activities for a given period of... Show more

 • Promoted

Territory Account Manager

EquipmentSharePortland, OR, United States
Full-time

Portland, OR Employment Type Full Time Exempt. Show more

 • Promoted

Sales Representative / Retail Account Manager (RAM)

IDTPortland, OR, United States
Full-time

Sales Representative / Retail Account Manager (RAM)/h2pIDTs Retail division seeks a Sales Representative / Retail Account Manager (RAM).IDT is a leading communications and financial services compan... Show more

 • Promoted

Territory Account Manager

Syneos Health/ inVentiv Health Commercial LLCPortland, OR, US
Full-time +1

Ready to elevate your career and help shape the future of medicine?.At Syneos Health, we're proud to partner with some of the most innovative biopharmaceutical companies in the world-and right now,... Show more

 • Promoted

Account Manager

EvosusVancouver, WA, United States
Full-time

Our mission is to help retail and service companies streamline and grow their business.Ready to grow revenue, strengthen client relationships, and help existing Evosus clients get even more value f... Show more

 • Promoted

Regional Account Executive

Routeware IncPortland, OR, United States
Full-time

The Account Executive position is a key sales component of the Routeware North American sales team.This position is responsible for executing regional sales and business development strategies with... Show more

 • Promoted

Inside Sales Account Manager - SMB

HP Development Company, L.P.Vancouver, WA, United States
Full-time

Inside Sales Account Manager - SMB.Job Summary This Inside Sales Account Manager role is responsible for engaging in Small and Medium Business (SMB) customers, handling customer inquiries, and effe... Show more

 • Promoted

Surgical Account Manager, Cataract - Oregon

Bausch + LombPortland, OR, United States
Full-time

Surgical Account Manager, Cataract - Oregon.Bausch + Lomb (NYSE/TSX: BLCO) is a leading global eye health company dedicated to protecting and enhancing the gift of sight for millions of people arou... Show more

 • Promoted

Account Manager

Avnet, Inc.Portland, OR, United States
Full-time

At Avnet, relationships matter.We are a global, FORTUNE 500 technology distributor and solutions company that delivers design, supply chain and logistics expertise to customers at every stage of a ... Show more

 • Promoted

Commercial Sales Marketing

IICRCPortland, OR, United States
Full-time

Sales Account Manager/h2pThe Sales Account Manager is responsible for ensuring customer satisfaction and loyalty by providing excellent customer service, sales support, and account management.The s... Show more

 • Promoted

Account Representative

Chung Insurance Agency IncGladstone, OR, United States
Full-time

Gladstone, OR, United States Or refer someone Job Openings Account Representative.About the Job Account Representative.Position Overview Successful State Farm Agent is seeking a qualified professio... Show more

 • Promoted

Account Manager

RemotePortland, OR, United States
Full-time

Basic PurposeThis position has the following Responsibilities:Build sound working relationships and integrate customer requirements with Accuride products and services to ensure maintenance and gro... Show more