Heffernan Insurance Brokers

Account Manager

• 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 .

Account Manager, Commercial Lines – Small Business

• Serve as the day-to-day contact for small group accounts, providing timely and professional service support
• Work alongside Mavrix Insurance Advisor on new business placements
• Manage policy renewals, coverage changes, billing questions, and other service needs
• Coordinate with Mavrix Insurance Advisors and carriers to resolve service issues, open enrollment, and ensure client satisfaction
• Prepare summaries and present recommendations in collaboration with Mavrix Insurance Advisors.

Account Manager, Small Group Benefits

• Serve as the day-to-day contact for small commercial clients, providing timely and professional service support
• Manage policy renewals, coverage changes, certificates, billing questions, and other service needs
• Process endorsements, audits, cancellations, and reinstatements accurately and promptly
• Coordinate with franchise partners and carriers to resolve service issues and ensure client satisfaction
• Prepare summaries and present recommendations in collaboration with producers or franchisees
• Submit applications and supplementals to carriers for quoting as needed
• Maintain accurate, complete client files in the agency management system (EPIC)