Account Manager, Commercial Lines

Heffernan Insurance Brokers

Account Manager responsible for insurance and risk management in Commercial Lines at Heffernan Insurance Brokers. Focus on client account management and maintaining insurance programs.

Posted 7/27/2026full-timeWalnut Creek • California • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account management and marketing, with a strong focus on client relations, technical competence in insurance coverage, and thorough documentation practices. Proficient in managing account services and expanding client accounts through effective negotiation and proposal preparation.

Highest-signal resume keywords

Account ManagementP&C Insurance LicenseCIC DesignationMS Excel ProficiencyClient Relations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementRenewal MarketingPricing NegotiationPolicy Conditions FinalizationTechnical Competence in CoverageProposal PreparationDocumentation PracticesE&O Procedures Compliance

Soft Skills

Client CoordinationAnalytical SkillsCommunication Skills

Tools & Technologies

MS ExcelMS WordMS PowerPoint

Certifications & Qualifications

P&C Insurance LicenseCICCPCUARM

Industry Keywords

InsuranceAccount ServicesCoverage ExpansionClient Management

About the role

Key responsibilities & impact

Marketing and account management for assigned clients.
Coordinate all aspects of renewal marketing process with client and provide program structure, review and analysis.
Prepare account specifications, negotiate pricing and finalize policy conditions.
Prepare account proposals for presentation.
Provide technical competence in areas of coverage and current markets.
Manage account services, coordinate and direct the activities.
Expand existing accounts by developing new coverages.
Thorough documentation is required on each account with proper E&O procedures strictly followed.

Requirements

What you’ll need

Education – High School graduate/GED.
Minimum of 3 years working experience in an Account Management or related position.
Active P&C insurance license is required.
CIC or equivalent designation preferred, such as CPCU or ARM.
Must be proficient with MS Suite; particularly Excel, Word, and PowerPoint.
Must embody the Heffernan Habits as referenced herein.

Benefits

Comp & perks

At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique.
We’re proud of our strong commitment to philanthropy and giving back.
We support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success.
Eligible to participate in an annual bonus program.