Heffernan Group
Assistant Account Manager, Commercial Lines
Heffernan Group, Walnut Creek, California, United States, 94598
Job Category:
Commercial Lines
Requisition Number:
ASSIS001625
Posted : December 30, 2025
Full-Time
Hybrid
Locations Showing 1 location
Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This is an entry-level position that does not require insurance experience (although a plus!). Heffernan is looking for an intelligent self-starter who is looking for a career with plenty of upward mobility.
Responsibilities
Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's.
Process binders.
Process audits after review by the Account Manager.
Invoicing as assigned.
Follow up on claims.
Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals.
Create and maintain mail-merge documents.
Draft proposals.
Process un-routed attachments and carrier document retrieval items.
Respond to client requests in a timely and accurate manner.
Follow up and close open activities in EPIC (agency management system).
Pursue and obtain P&C license, and other continuing education opportunities.
Thorough documentation with proper E&O procedures must be followed.
Other duties usual to servicing commercial accounts.
Other special projects as assigned.
Requirements
Education – High School graduate/GED required.
Experience working in an office environment preferred.
Insurance experience is not required, but a plus!
Excellent communication and collaboration skills required.
Working knowledge of MS Office (Excel, Outlooks, and Word etc.)
Must be organized and able to manage time effectively.
Professional demeanor and behavior are required, as referenced in Heffernan’s core values (Habits).
Compensation The base salary range for this position is $60,000 to $70,000. 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 .
Heffernan Habits (Expectations) These are practices that represent our unique culture.
Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
Have Fun : Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
Do Good : This is our core. We strive to do good for our clients, our community, and our planet.
Celebrate & Value Our Differences : “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.
Working Conditions
Work environment is indoors, sitting at a desk or standing for extended periods of time.
Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
This position may require flexibility to work hours outside of a regular schedule.
Ability to travel as necessary.
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.
#J-18808-Ljbffr
Commercial Lines
Requisition Number:
ASSIS001625
Posted : December 30, 2025
Full-Time
Hybrid
Locations Showing 1 location
Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This is an entry-level position that does not require insurance experience (although a plus!). Heffernan is looking for an intelligent self-starter who is looking for a career with plenty of upward mobility.
Responsibilities
Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's.
Process binders.
Process audits after review by the Account Manager.
Invoicing as assigned.
Follow up on claims.
Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals.
Create and maintain mail-merge documents.
Draft proposals.
Process un-routed attachments and carrier document retrieval items.
Respond to client requests in a timely and accurate manner.
Follow up and close open activities in EPIC (agency management system).
Pursue and obtain P&C license, and other continuing education opportunities.
Thorough documentation with proper E&O procedures must be followed.
Other duties usual to servicing commercial accounts.
Other special projects as assigned.
Requirements
Education – High School graduate/GED required.
Experience working in an office environment preferred.
Insurance experience is not required, but a plus!
Excellent communication and collaboration skills required.
Working knowledge of MS Office (Excel, Outlooks, and Word etc.)
Must be organized and able to manage time effectively.
Professional demeanor and behavior are required, as referenced in Heffernan’s core values (Habits).
Compensation The base salary range for this position is $60,000 to $70,000. 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 .
Heffernan Habits (Expectations) These are practices that represent our unique culture.
Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
Have Fun : Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
Do Good : This is our core. We strive to do good for our clients, our community, and our planet.
Celebrate & Value Our Differences : “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.
Working Conditions
Work environment is indoors, sitting at a desk or standing for extended periods of time.
Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
This position may require flexibility to work hours outside of a regular schedule.
Ability to travel as necessary.
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.
#J-18808-Ljbffr