Insurance Business Development Executive

6 days ago


Los Angeles, California, United States Heffernan Insurance Brokers Full time
Job Summary

We are seeking an experienced Commercial Lines Account Manager to join our team at Heffernan Insurance Brokers. This role will be responsible for managing a portfolio of commercial insurance clients, developing and implementing strategies to grow revenue and improve customer satisfaction.

Key Responsibilities
  • Manage a portfolio of commercial insurance clients, including account planning, risk assessment, and policy placement.
  • Develop and implement strategies to grow revenue and improve customer satisfaction, including cross-selling and upselling opportunities.
  • Collaborate with internal stakeholders, including producers, underwriters, and account managers, to ensure seamless service delivery.
  • Conduct regular client meetings and reviews to understand their business needs and provide tailored solutions.
  • Stay up-to-date with industry trends and developments, and apply this knowledge to improve our services and offerings.
  • Work closely with the sales team to identify new business opportunities and develop strategies to pursue them.
  • Manage and analyze data to identify trends and areas for improvement, and make recommendations to senior management.
Requirements
  • Minimum of 5 years of experience in commercial insurance, with a strong understanding of risk management and insurance products.
  • Active P&C insurance license required.
  • CIC or other advanced designation preferred.
  • Excellent communication and collaboration skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Proven analytical and problem-solving skills, with the ability to manage multiple priorities and deadlines.
  • Proficient in MS Office (Excel, PowerPoint, Word, etc.).
Working Conditions

This role will require frequent travel to client sites, as well as occasional overnight stays. The work environment will be indoors, with regular use of computers, keyboards, and other office equipment.

Compensation

The salary range for this position is $120,000 to $150,000, depending on experience and qualifications. This role may also be eligible for a discretionary annual incentive program.


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