Heffernan Insurance Brokers
Assistant Account Manager, Commercial Lines
Heffernan Insurance Brokers, Walnut Creek, California, United States, 94598
Assistant Account Manager, Commercial Lines – Heffernan Insurance Brokers
Heffernan Insurance Brokers is seeking an entry‑level Assistant Account Manager to join our Commercial Lines team. The role does not require prior insurance experience, but a self‑starter who is eager to grow is essential.
Responsibilities
Renewal processing workflow – order loss runs, update applications, spreadsheets, and MVRs.
Process binders, endorsements, audits, and un‑routed attachments.
Invoicing, follow‑up on claims, and close open activities in EPIC.
Coordinate Certificates of Insurance and Evidence of Insurance issuance and renewals.
Create and maintain mail‑merge documents and draft proposals.
Respond to client requests accurately and promptly.
Pursue and obtain a P&C license and pursue continuing education.
Maintain thorough documentation per E&O procedures.
Other duties supporting commercial accounts and special projects.
Requirements
High School graduate or GED.
Office experience preferred.
Insurance experience not required but a plus.
Excellent communication and collaboration skills.
Proficient with MS Office (Excel, Outlook, Word).
Highly organized with effective time‑management.
Professional demeanor aligned with Heffernan's core values (Habits).
Compensation Base salary range: $60,000–$70,000, adjusted for region and experience. Eligible for discretionary annual incentive program. Comprehensive benefits package available at https://www.heffins.com/about-us/careers.
Heffernan Habits (Expectations)
Answer The Phone (and Email) : Be present, responsive, and attentive to both clients and colleagues.
Have Fun : Build camaraderie and enjoy working with teammates.
Be Respectful : Practice humility, ownership, and support.
Do Good : Strive to benefit clients, community, and planet.
Celebrate & Value Our Differences : Embrace diversity to innovate and connect.
Working Conditions
Indoor office environment; desk or standing.
Daily use of computer, keyboard, mouse, headset, printer.
Flexibility to work outside regular schedule required.
Travel as necessary.
Equal Opportunity Employer. Heffernan 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.
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Responsibilities
Renewal processing workflow – order loss runs, update applications, spreadsheets, and MVRs.
Process binders, endorsements, audits, and un‑routed attachments.
Invoicing, follow‑up on claims, and close open activities in EPIC.
Coordinate Certificates of Insurance and Evidence of Insurance issuance and renewals.
Create and maintain mail‑merge documents and draft proposals.
Respond to client requests accurately and promptly.
Pursue and obtain a P&C license and pursue continuing education.
Maintain thorough documentation per E&O procedures.
Other duties supporting commercial accounts and special projects.
Requirements
High School graduate or GED.
Office experience preferred.
Insurance experience not required but a plus.
Excellent communication and collaboration skills.
Proficient with MS Office (Excel, Outlook, Word).
Highly organized with effective time‑management.
Professional demeanor aligned with Heffernan's core values (Habits).
Compensation Base salary range: $60,000–$70,000, adjusted for region and experience. Eligible for discretionary annual incentive program. Comprehensive benefits package available at https://www.heffins.com/about-us/careers.
Heffernan Habits (Expectations)
Answer The Phone (and Email) : Be present, responsive, and attentive to both clients and colleagues.
Have Fun : Build camaraderie and enjoy working with teammates.
Be Respectful : Practice humility, ownership, and support.
Do Good : Strive to benefit clients, community, and planet.
Celebrate & Value Our Differences : Embrace diversity to innovate and connect.
Working Conditions
Indoor office environment; desk or standing.
Daily use of computer, keyboard, mouse, headset, printer.
Flexibility to work outside regular schedule required.
Travel as necessary.
Equal Opportunity Employer. Heffernan 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.
#J-18808-Ljbffr