Insurance Brokerage, Property and Casualty, Risk Management
4 Year Degree
With preferred expertise in Real Estate accounts and extensive experience with large portfolios, the Executive Account Manager will be the team lead supporting their Producer(s) in providing a dynamic spectrum of innovative strategies to develop and maintain customer’s insurance and risk management needs.
Core responsibilities include:
Marketing and account management for assigned clients.
Coordinate all aspects of renewal marketing process with client and provide program structure, review and analysis.
Prepare account specifications, negotiate pricing and finalize policy conditions.
Prepare summaries to be transmitted with policies. Policies to be checked and transmitted in a timely manner.
Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs.
Prepare account proposals for presentation.
Provide technical competence in areas of coverage and current markets.
Explain and clarify coverage forms to clients.
Manage account services, coordinate and direct the activities.
Expand existing accounts by developing new coverages and design innovative program structures.
Thorough documentation is required on each account with proper E&O procedures strictly followed.
Ability to handle very complex accounts
Mentoring responsibility will be assigned by manager.
Ability to present renewal proposals in meeting with client.
Other duties and special technical projects as assigned.
Desired core skills:
Excellent verbal and written communication skills.
Ability to prioritize effectively and meet deadlines.
CIC or equivalent designation required, such as CPCU or ARM.
Minimum 5 years of insurance experience in an Account Management position.
Proven analytical, negotiating, marketing and organizational skills.
Strong computer skills particularly with MS Word and Excel required.
P&C Insurance license required.
Telecommuting is allowed.
About Heffernan Insurance Brokers
Founded in 1988, Heffernan is an independent brokerage with a strong commitment to work/life balance and a family friendly atmosphere. We offer a competitive salary, excellent benefits and the opportunity to develop your professional skills while participating in a thriving dynamic workplace. Our focus is on creating a fun atmosphere, giving back to the community and doing good for our clients by creating high quality insurance solutions. Heffernan headquarters are in Walnut Creek, CA, with additional locations in San Francisco, Menlo Park, Petaluma, Los Angeles, Irvine, Portland, Phoenix, and St. Louis.