[Remote] Account Manager, Commercial Lines Small Business
Note: The job is a remote job and is open to candidates in USA. Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Small Business division. This full-time remote role will provide innovative strategies to develop and maintain clients' insurance needs.
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
Skills
- 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
Benefits
- 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.
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