Heffernan Insurance Brokers

Account Manager

• Provide account management and some marketing for assigned clients
• Coordinate all aspects of renewal marketing process with client
• Prepare account specifications, negotiate pricing and finalize policy conditions
• Help coordinate invoicing and preparing of certificates and evidence of insurance
• Prepare account proposals for presentation
• Explain and clarify coverage forms to clients
• Manage account services, coordinate and direct the activities
• Expand existing accounts by developing offering new lines of coverage
• Thorough documentation is required on each account with proper E&O procedures strictly followed

Account Manager, Commercial Lines