[Remote] Account Manager, Commercial Lines Small Business

Note: The job is a remote job and is open to candidates in USA. Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Small Business division. This full-time remote role will provide innovative strategies to develop and maintain clients' insurance needs.ResponsibilitiesAccount management and some marketing for assigned clientsCoordinate all aspects of renewal marketing process with clientPrepare account specifications, negotiate pricing and finalize policy conditionsPolicies to be checked and transmitted in a timely mannerHelp coordinate invoicing and preparing of certificates and evidence of insurancePrepare account proposals for presentationExplain and clarify coverage forms to clientsManage account services, coordinate and direct the activitiesExpand existing accounts by developing offering new lines of coverageThorough documentation is required on each account with proper E&O procedures strictly followedSkillsHigh School graduate requiredMinimum of 2 years working experience in an Account Management or related positionActive P&C insurance license is requiredAdaptable, self-starter, with experienced decision making skillsEffective communication and collaboration skills, both written and oralProblem solving, analytical, and marketing skills requiredMust be organized and able to manage time effectivelyProfessional demeanor and behaviorEmbody the Heffernan Habits as illustrated hereinBenefitsThis 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.Company OverviewHeffernan is an independent insurance brokerage firm offering financial services, business and financial insurance, and employee benefits. It was founded in 1988, and is headquartered in Walnut Creek, California, USA, with a workforce of 501-1000 employees. Its website is https://www.heffins.com.