Job Details

Objective:

Heffernan Insurance Brokers is looking for an Associate Account Manager to join its Commercial Lines team in Petaluma, CA. This position will provide superior service to assigned clients and internal Account Managers, while also providing backup as necessary on accounts. Heffernan provides a career path with ample opportunity for upward mobility.

Responsibilities Include:

• Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's.
• Process binders.
• Process endorsements.
• Process audits after review by the Account Manager.
• Invoicing as assigned and follow up on aged receivables.
• Address and follow up on claims.
• Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals.
• 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 Agency Management System.
• Pursue continuing education opportunities.
• Work closely with Account Manager to develop technical knowledge necessary to respond to clients and carriers.
• Thorough documentation with proper E&O procedures must be followed.
• Work to round out business on existing accounts by adding other coverages.
• Other duties usual to servicing commercial accounts.
• Other special projects as assigned.

Heffernan Habits (Expectations):

These are practices that represent our unique culture.

• Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
• Have Fun : Fun is something we dont shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
• Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
• Do Good : This is our core. We strive to do good for our clients, our community, and our planet.
• Celebrate & Value Our Differences : Because Youre Different. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.

Requirements:

• Education High School graduate/GED required.
• Must have experience working in a team environment.
• Minimum of 1-2 years working experience as an Assistant in Commercial Lines.
• Active P&C insurance license is required.
• 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 Heffernans core values (Habits).

Compensation:

The base salary range for this position is $60,000.00 to 75,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at

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.
• Ability to travel as necessary.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.