Objective

Heffernan Insurance Brokers is seeking an experienced senior-level Account Manager to join its Irvine, CA Commercial Lines team. This role will offer a range of innovative strategies to develop and maintain clients' insurance and risk management needs.

Responsibilities Include

• Marketing and account management for assigned clients.
• Coordinate all aspects of the renewal marketing process with the client and provide program structure, review, and analysis.
• Prepare account specifications, negotiate pricing, and finalize policy conditions.
• Prepare summaries to be transmitted with policies. Policies to be checked and transmitted in a timely manner.
• Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet 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 the activities.
• Expand existing accounts by developing new coverages.
• Thorough documentation is required on each account, with proper E&O procedures strictly followed.
• Ability to handle complex accounts.
• Mentoring responsibilities will be assigned. Additional duties commensurate with a lead role on the service team.
• Other duties and special technical projects as assigned

Requirements

• Education – High School graduate/GED required.
• Minimum of 8 years of working experience in an Account Management or related position.
• An 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.
• Embody the Heffernan Habits as referenced herein.

Compensation

The base salary range for this position is $100,000 to $125,000. 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

These are core values that represent our unique culture.

• Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
• 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.

Working Conditions

• 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.