Assistant Account Manager, Commercial Lines

Heffernan Insurance Brokers

Assistant Account Manager supporting Commercial Lines team at Heffernan Insurance Brokers. Engaging in renewal processing, invoicing, and client communication for accurate insurance service delivery.

Posted 7/27/2026full-timeSan Francisco • California • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in insurance processing, including renewal workflows, invoicing, and documentation while maintaining a professional demeanor. Proficient in managing client communications and utilizing agency management systems effectively.

Highest-signal resume keywords

Active P&C Insurance LicenseInsurance ExperienceMS Office ProficiencyExcellent Communication SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Renewal ProcessingOrder ProcessingBinder ProcessingEndorsement ProcessingClaims Follow-UpDocumentation ManagementMail-Merge Document CreationProposal DraftingAudit ProcessingCarrier Document Retrieval

Soft Skills

Collaboration SkillsTime ManagementProfessional Demeanor

Tools & Technologies

EPIC Agency Management System

Certifications & Qualifications

P&C Insurance License

Industry Keywords

Commercial AccountsE&O ProceduresCertificates of InsuranceEvidence of Insurance

About the role

Key responsibilities & impact

Renewal Processing Workflow - as assigned by Account Manager(s).
Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's.
Process binders.
Process endorsements.
Process audits after review by the Account Manager.
Invoicing as assigned.
Follow up on claims.
Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals.
Create and maintain mail-merge documents.
Draft proposals.
Process un-routed attachments and carrier document retrieval items.
Respond to client requests in a timely and accurate manner.
Follow up and close open activities in EPIC (agency management system).
Pursue and obtain P&C license, and other continuing education opportunities.
Thorough documentation with proper E&O procedures must be followed.
Other duties usual to servicing commercial accounts.
Other special projects as assigned.

Requirements

What you’ll need

High School graduate/GED required.
Experience working in an office environment preferred.
Insurance experience is required.
Active P&C insurance license is required.
Excellent communication and collaboration skills required.
Working knowledge of MS Office (Excel, Outlooks, and Word etc.).
Must be organized and able to manage time effectively.
Professional demeanor and behavior are required, as referenced in Heffernan’s core values (Habits).

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.
Comprehensive benefits package designed to promote well-being, growth, and long-term success.
Strong commitment to philanthropy and giving back.