Account Manager, Commercial Lines

Job description

Objective: Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team based out of Walnut Creek, CA. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer’s insurance and risk management needs. 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 . - 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 c...