Insurance Account Manager

1 month ago


Petaluma, California, United States Heffernan Insurance Brokers Full time
Job Title: Personal Lines Account Executive

We are seeking a highly skilled and experienced Personal Lines Account Executive to join our team at Heffernan Insurance Brokers. As a key member of our sales team, you will be responsible for developing and maintaining strong relationships with our clients, staff, and carriers.

Key Responsibilities:
  • Manage a portfolio of personal lines accounts, providing exceptional customer service and ensuring timely and accurate processing of policies and claims.
  • Develop and implement sales strategies to grow existing accounts and identify new business opportunities.
  • Collaborate with producers and other team members to achieve sales and customer service goals.
  • Stay up-to-date on industry trends and developments, and apply this knowledge to provide innovative solutions to clients.
  • Participate in training sessions and workshops to enhance skills and knowledge.
Requirements:
  • Minimum of three years of experience in personal lines insurance sales and service.
  • Active insurance license (P&C) and CIC designation or similar preferred.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to think critically and make sound decisions.
  • Proficient in Microsoft Office, particularly Outlook, Word, Excel, and PowerPoint.
What We Offer:
  • Competitive base salary range of $125,000 to $150,000, depending on experience and qualifications.
  • Discretionary annual incentive program.
  • Comprehensive benefits package, including health, dental, and vision insurance, 401(k) matching, and paid time off.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual with a passion for insurance sales and service, we encourage you to apply for this exciting opportunity.



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