Account Manager, Commercial Lines Small Business
Heffernan Insurance Brokers, Indian Valley, ID, United States
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.
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 and offering new lines of coverage
Thorough documentation is required on each account with proper E&O procedures strictly followed
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
Compensation The 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 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.
Heffernan Habits
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
#J-18808-Ljbffr
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.
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 and offering new lines of coverage
Thorough documentation is required on each account with proper E&O procedures strictly followed
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
Compensation The 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 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.
Heffernan Habits
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
#J-18808-Ljbffr