Account Manager, Commercial Lines – Small Business

Heffernan Insurance Brokers

Experienced Account Manager needed for Heffernan Insurance Brokers' Small Business division. Responsible for account management and client insurance needs while working remotely.

Posted 6/12/2026full-timeRemote • Colorado, Idaho, Nevada, Oregon, Utah • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $70,000 per yearWebsite

About the role

Key responsibilities & impact

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 .

Requirements

What you’ll need

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

Comp & perks

Comprehensive benefits package

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 managementmarketingnegotiationinvoicinginsurance policy conditionsaccount proposalscoverage forms explanationclient coordinationrenewal marketing processexpanding accounts

Soft Skills

adaptabilityself-starterdecision makingeffective communicationcollaborationproblem solvinganalytical skillsorganizational skillstime managementprofessional demeanor

Certifications

P&C insurance license