Account Manager, Commercial Lines

Heffernan Insurance Brokers

Commercial Account Manager responsible for managing small commercial accounts under $10,000 in revenue at Mavrix. Requires technical insurance knowledge and proactive communication skills.

Posted 7/27/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong account management capabilities, including client coordination, policy negotiation, and effective communication. Proficient in managing account services and expanding coverage options while adhering to E&O procedures.

Highest-signal resume keywords

Account ManagementP&C Insurance LicensePolicy NegotiationEffective CommunicationTime Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account Specifications PreparationInvoicing CoordinationCoverage ExplanationDocumentation ManagementAnalytical SkillsMarketing Skills

Soft Skills

AdaptabilityDecision-MakingCollaborationProblem SolvingOrganization

Tools & Technologies

Microsoft Word

Certifications & Qualifications

Active P&C Insurance License

Industry Keywords

E&O ProceduresClient CoordinationRenewal ProcessCoverage FormsAccount Proposals

About the role

Key responsibilities & impact

Account management and some marketing for assigned clients.
Coordinate all aspects of renewal process with client(s).
Prepare account specifications, negotiate pricing, and finalize policy conditions.
Policies to be checked and transmitted in a timely manner.
Help coordinate invoicing, preparing certificates, and evidence of insurance.
Prepare account proposals for presentation.
Explain and clarify coverage forms to clients.
Manage account services, coordinate, and direct activities.
Expand existing accounts by offering additional lines of coverage.
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.
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.
Proficient with Microsoft Word.
Must embody the Heffernan Habits as referenced herein.

Benefits

Comp & perks

Prioritizing communication, respect, fun, community impact, and celebrating uniqueness.
Strong commitment to philanthropy and giving back.
Comprehensive benefits package designed to promote well-being, growth, and long-term success.
Eligible to participate in an annual bonus program.