Account Manager, Commercial Lines
Heffernan Insurance Brokers
full-time
Posted on:
Location Type: Remote
Location: Colorado • Idaho • United States
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Salary
💰 $60,000 - $70,000 per year
About the role
- 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
Requirements
- High School graduate required
- Minimum of 2 years working experience in an Account Management or related position
- Active P&C insurance license is required
- Adaptable, self-starter, with experienced decision making skills
- Effective communication and collaboration skills, both written and oral
- Problem solving, analytical, and marketing skills required
- Must be organized and able to manage time effectively
- Professional demeanor and behavior
Benefits
- comprehensive benefits package
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
account managementmarketingnegotiationinvoicingpolicy conditionsaccount proposalscoverage formsdocumentationE&O procedures
Soft Skills
adaptabilityself-starterdecision makingcommunicationcollaborationproblem solvinganalytical skillsorganizational skillstime managementprofessional demeanor
Certifications
P&C insurance license