Insurance Account Manager
3 days ago
Heffernan Insurance Brokers is seeking an experienced Commercial Lines Account Executive to join its Southern California team. This role combines sales and account management responsibilities, requiring a dynamic individual to lead client relationships and develop innovative strategies for risk management and insurance needs.
Key Responsibilities:- Manage total account responsibility, including marketing and account management for assigned clients.
- Travel for client and carrier meetings, customer events, association events, and conferences.
- Lead the management of renewals, including cross-selling other lines of coverage.
- Participate in client presentations for new and renewal business, developing strategies and preparing specifications and submission materials.
- Guide new business submissions through underwriting, creating SOV's, ACORD applications, loss projections, and narrative of operations.
- Coordinate renewal marketing processes with clients, providing program structures, reviews, and analyses.
- Manage complex accounts, including account placement, price negotiations, and alternative risk services.
- Provide technical competence in areas of coverage and current markets.
- Manage account services, balancing relationships with clients, team members, and carriers.
- Evaluate insured needs, communicate renewal strategies, and meet regularly with insureds to build rapport.
- Conduct training sessions for clients on workers' compensation reporting, GL and property reporting awareness, and strategic trainings.
- Attend loss prevention meetings, prepare clients, and conduct on-site risk audits.
- Participate in team sales meetings and maintain thorough documentation with proper E&O procedures.
- High School graduate/GED required.
- Minimum 5 years of insurance work experience in a related position.
- Active P&C insurance license required.
- CIC or other advanced designation preferred.
- Excellent communication and collaboration skills.
- Proven analytical, marketing, and organizational skills.
- Proficient in MS Office (Excel, PowerPoint, Word, etc.).
- Must be organized and able to manage time effectively.
- Must embody the Heffernan Habits.
- Smooth The Path And Be Respectful.
- Do Good.
- Know Your Clients And Foster Relationships.
- Have Fun.
- Answer The Phone (And Email).
- Be Humble And Own It.
- Celebrate And Value Our Differences.
- Work environment may be indoors, sitting at a desk or standing for extended periods.
- 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.
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