Assistant Account Manager, Personal Lines

Heffernan Insurance Brokers

Personal Lines Assistant Account Manager supporting account servicing at Heffernan Insurance Brokers. Processing renewals, endorsements, certificates, claims follow-up, and client requests in a hybrid role.

Posted 8/5/2026full-timePetaluma • California • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates proficiency in account servicing within the insurance industry, including processing endorsements, managing documentation, and maintaining client communication. Strong organizational skills and effective time management are essential for handling multiple tasks and ensuring compliance with E&O procedures.

Highest-signal resume keywords

Account ServicingInsurance ExperienceMicrosoft Office ProficiencyCommunication SkillsP&C License Pursuit

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

Endorsement ProcessingRenewal ProcessingDocument ManagementClaims Follow-UpMail-Merge Document Creation

Soft Skills

Collaboration SkillsOrganizational SkillsTime Management

Tools & Technologies

EPICMicrosoft ExcelMicrosoft OutlookMicrosoft Word

Certifications & Qualifications

P&C License

Industry Keywords

Personal LinesCertificates of InsuranceEvidence of InsuranceLoss RunsSOVs

About the role

Key responsibilities & impact

Assist Account Managers and Producers with clerical functions related to Personal Lines account servicing
Work with insurance carriers to process endorsements and retrieve policy coverage information
Handle renewal processing workflows, including ordering loss runs, updating applications and SOVs, spreadsheets, and ordering MVRs
Process binders, endorsements, audits, invoices, claims follow-up, and carrier documents
Coordinate Certificates of Insurance and Evidence of Insurance issuance and renewals
Create and maintain mail-merge documents and draft proposals
Respond to client requests accurately and promptly
Follow up and close open activities in EPIC
Maintain thorough documentation and follow proper E&O procedures
Perform other account-servicing duties and special projects as assigned

Requirements

What you’ll need

High School graduate/GED required
1–2 years of Assistant Account Manager work preferred but not required
Insurance experience preferred but not required
Excellent communication and collaboration skills required
Working knowledge of Microsoft Office, including Excel, Outlook, and Word
Organized and able to manage time effectively
Must embody the Heffernan Habits
Pursue and obtain a P&C license

Benefits

Comp & perks

Heffernan Habits culture emphasizing communication, respect, fun, community impact, philanthropy, and celebrating differences
Comprehensive benefits package designed to promote well-being, growth, and long-term success
Growth potential and career path opportunities
Continuing education opportunities