Commercial Assistant Account Manager

Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Small Business team. This is an entry-level position designed with the intent to provide exposure to Account Management responsibilities, to eventually transition into a Large Commercial role.

Heffernan is looking for an intelligent self-starter, who is looking for a career with plenty of upward mobility. (This is a remote position.

Pacific Time Zone preferred)

Responsibilities Include :

• Renewal Processing Workflow as assigned by Team Lead or Fulfillment Executive.
• Coordinate driver, vehicle, and mailing address changes.
• Notice of Cancellation and nonpayment follow-ups.
• Help with billing and claim reporting questions.
• Reach out to carriers for renewal solicitation and quotes.
• Help gather and send information for bind requests or requests for additional quoting information.
• Request information and applications from clients using our online platform.
• Help clients navigate our online systems : application / signature platform, payment links, and client portal.
• Backup team members when they are out of the office.
• Help coordinate invoicing, preparing certificates, and evidence of insurance.
• Join Team Lead / Fullfillment Exec. on coverage / proposal review calls.
• Learn various carrier websites through online submissions, endorsement requests, and billing inquiries.
• Respond to client requests in a timely and accurate manner.
• Follow up and close open activities in EPIC (agency management system).
• Pursue and obtain P&C license and other continuing education opportunities.
• Thorough documentation with proper E&O procedures must be followed.
• Other duties that are usual to servicing commercial accounts.
• Other special projects as assigned.

Requirements :

• Education High School graduate / GED required.
• Experience working in an office environment preferred.
• Ability to obtain P&C Insurance license.
• Effective communication and collaboration skills, both written and oral.
• Working knowledge of MS Office (Excel, Outlook, Word etc.)
• Must be organized and able to manage time effectively.
• Professional demeanor and behavior required, as referenced in Heffernan’s core values (Habits).

Compensation :

The salary range for this position is $50,000 to $60,000. 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 athttps : / / www.heffins.com / about-us / careers.

Heffernan Habits (Expectations) :

These are practices 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 may be 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.
8 days ago