Account Manager, Personal Lines (Family Office Division)

Account Manager, Personal Lines (Family Office Division)

The primary function of a Personal Lines Account Manager is to provide first-in-class service to assigned clients' insurance and risk management needs. The Account Manager will have total account responsibility, while enhancing relationships with clients and staff. The Account Manager will stay current with carrier changes and guidelines, as well as effectively balancing multiple and competing priorities.

Core responsibilities include :

• Manage an assigned book of business and to include :
• Responding to client's same day via email or phone.
• Lead remarketing efforts.
• Proactively work renewal policies.
• Binders.
• Endorsements.
• Audits.
• Claims Advocacy.
• New Business to include :
• Research on behalf of client for best in market values.
• Maintain reporting for accurate quotes.
• Issue policies.
• Cross-sell to client when appropriate.
• Professional Accuracy & Organization to include :
• Maintain company standard of 10+ policies and guidelines.
• Maintain accuracy in client management system.
• Comply with errors and admissions procedures.
• Provide prompt and excellent customer service.
• Special Projects and other duties as assigned.

Compensation : The base salary range for this position is $80,000.00 to 100,000.00. 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 on which can be found at https : / / www.heffins.com / about-us / careers.

Requirements :

Heffernan Habits (Expectations) : These are practices that represent our unique culture.

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.