Account Manager, Commercial Lines

Heffernan Insurance Brokers

Commercial Account Manager responsible for servicing small commercial accounts at Mavrix. Engaging with clients to manage policies and ensure satisfaction in a tech-enabled environment.

Posted 6/2/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

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)

Requirements

What you’ll need

High School graduate/GED required
Bachelor’s degree preferred
3+ years of experience in commercial lines account management
Active P&C license required
Strong knowledge of small commercial lines, including GL, WC, BOP, Auto, and Umbrella
Familiarity with agency management systems (preferably EPIC)
Proficient in MS Office, namely Outlook, Excel, and Word
Solid communication skills, both written and verbal
Organized, self-motivated, and detail-oriented

Benefits

Comp & perks

Eligible to participate in an annual bonus program

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

account managementpolicy renewalscoverage changesendorsementsauditscancellationsreinstatementssmall commercial linesGLWC

Soft Skills

communication skillsorganizational skillsself-motivateddetail-oriented

Certifications

P&C license