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Risk Management Account Executive
2 months ago
We are seeking an experienced Account Manager to join our Commercial Lines team at Heffernan Insurance Brokers. This dynamic role will provide a spectrum of innovative strategies to develop and maintain customer's insurance and risk management needs.
Key Responsibilities- Develop and execute marketing and account management strategies for assigned clients.
- Coordinate all aspects of renewal marketing process with clients and provide program structure, review, and analysis.
- Prepare account specifications, negotiate pricing, and finalize policy conditions.
- Prepare summaries to be transmitted with policies and ensure timely delivery.
- Prepare invoices and work with staff to issue COIs & EOIs in an expeditious manner that meets 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 activities.
- Expand existing accounts by developing new coverages.
- Document all account activities with proper E&O procedures strictly followed.
- Ability to handle complex accounts.
- Other duties and special technical projects as assigned.
- Education – High School graduate/GED.
- Minimum of 3 years working experience in an Account Management or related position.
- Active P&C insurance license is required.
- CIC or equivalent designation preferred, such as CPCU or ARM.
- 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.
- Must be proficient with MS Suite; particularly Excel, Word, and PowerPoint.
- Must embody the Heffernan Habits as referenced herein.
The base salary range for this position is $85,000 to $95,000. 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.
Heffernan Habits- Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships.
- Do Good – This is our core. We strive to do good for our clients, our company, and our communities.
- Know Your Clients And Foster Relationships – Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
- Have Fun – Take the time to get to know your colleagues and let's have fun. If we are happy and connected, we all will do a better job for our clients.
- Answer The Phone (And Email) – Be available and responsive to clients and colleagues.
- Be Humble And Own It – We all make mistakes – what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
- Celebrate And Value Our Differences – We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others' stories and experiences. Make an effort to not only include, but connect.
- 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.
