Account Manager, Commercial Lines

Heffernan Insurance Brokers

Experienced Account Manager managing client accounts in commercial insurance at Heffernan Insurance Brokers. Focused on innovative strategies to develop and maintain customer insurance needs.

Posted 7/27/2026full-timeSan Mateo • California • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in account management and marketing within the insurance sector, with a strong focus on client communication, technical competence in coverage, and effective time management. Proficient in preparing account proposals, negotiating pricing, and ensuring thorough documentation while adhering to E&O procedures.

Highest-signal resume keywords

Active P&C Insurance LicenseAccount Management ExperienceCIC, CPCU, or ARM DesignationProficiency in MS Suite (Excel, Word, PowerPoint)Effective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementRenewal Marketing ProcessPolicy PreparationPricing NegotiationTechnical Competence in CoverageDocumentation ManagementProblem SolvingAnalytical SkillsMarketing Skills

Soft Skills

AdaptabilitySelf-StarterDecision-Making SkillsOrganizational SkillsCollaboration Skills

Certifications & Qualifications

Active P&C Insurance LicenseCICCPCUARM

Industry Keywords

InsuranceAccount ServicesCoverage FormsE&O ProceduresClient 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 summaries to be transmitted with policies. Policies to be checked and transmitted in a timely manner.
Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs.
Prepare account proposals for presentation.
Provide technical competence in areas of coverage and current markets.
Explain and clarify coverage forms to clients.
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.
Ability to handle complex accounts.
Other duties and special technical projects as assigned

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.
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.
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, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success.
Annual bonus program.