Heffernan Insurance Brokers

Account Manager

• 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)

Account Manager, Small Group Benefits

Account Manager, Commercial Lines