Account Manager, Commercial Lines Small Business

Heffernan•Reno, NV

6d•$60,000 - $70,000•Remote

About The Position

Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Small Business division This is a dynamic full-time remote role that will provide a spectrum of innovative strategies to develop and maintain client's insurance needs.

Requirements

Education – High School graduate required
Minimum of 2 years working experience in an Account Management or related position.
Active P&C insurance license is required.
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.
Professional demeanor and behavior.
Embody the Heffernan Habits as illustrated herein.

Responsibilities

Account management and some marketing for assigned clients
Coordinate all aspects of renewal marketing process with client
Prepare account specifications, negotiate pricing and finalize policy conditions.
Policies to be checked and transmitted in a timely manner.
Help coordinate invoicing and preparing of certificates and evidence of insurance.
Prepare account proposals for presentation.
Explain and clarify coverage forms to clients.
Manage account services, coordinate and direct the activities.
Expand existing accounts by developing offering new lines of coverage .
Thorough documentation is required on each account with proper E&O procedures strictly followed.