Insurance Commercial Lines Account Manager

The Heffernan Group, founded in 1988, is one of the largest privately held insurance brokerage firms in California with offices in Walnut Creek, San Francisco, Petaluma, Palo Alto, Orange, Portland, Oregon, Tennessee, Florida and Reno, Nevada.? From the beginning, Heffernan Group's strategic objective was to provide customers with large broker expertise and market clout, with small broker customer care.? Today, the Heffernan Group's retail brokerage, Heffernan Insurance Brokers, provides comprehensive insurance and financial service products to a wide range of business and individuals.? Please visit our website at www.heffgroup.com.

?Objective:? To provide superior customer service for all clients.?Responsibilities include, but not limited to:

?Marketing and account management for assigned clients.Coordinate all aspects of renewal marketing process with 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 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 and design innovative program structures.Thorough documentation is required on each account with proper E&O procedures strictly followed. Ability to meet with clients along with producer to present renewal proposals. Special projects as assigned.

?Education: ? High School Diploma

??????????? Qualifications:

?Minimum 3 years of insurance experience.Strong verbal and written communication skills.Excellent, proven analytical, negotiating, marketing and organizational skills.Strong computer skills particularly with MS Word and Excel. P&C Insurance license required.CIC Designation desirable.