Commercial Lines Account Manager
4 weeks ago
We are seeking a highly motivated and organized Commercial Lines Account Manager to join our team at Heffernan Insurance Brokers. As a key member of our Commercial Lines team, you will be responsible for managing a portfolio of commercial insurance accounts, providing exceptional customer service, and driving business growth.
Key Responsibilities:- Renewal Processing Workflow: Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's as assigned by Account Manager(s).
- Process binders, endorsements, and audits after review by the Account Manager.
- Invoicing as assigned.
- Follow up on claims and coordinate Certificates of Insurance and Evidence of Insurance issuance.
- Create and maintain mail-merge documents and 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.
- 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).
The base salary range for this position is $55,000 to $65,000. 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:- 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 may be 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.
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