Account Manager
Hybrid · San Mateo, California, United States
Job Summary
Account Manager position at Heffernan Insurance Brokers in San Mateo, CA. The role focuses on marketing and account management for assigned Commercial Lines clients, coordinating renewal marketing, preparing account specifications and proposals, negotiating pricing, and ensuring accurate policy transmission and documentation. Responsibilities include preparing COIs/EOIs, drafting summaries, expanding existing accounts with new coverages, providing technical guidance on coverage forms, and maintaining rigorous E&O procedures. Requires strong communication, problem-solving, marketing, and organizational skills, plus proficiency with MS Office. Travel may be necessary; hybrid in-office/remote work is indicated.
Required Qualifications
- 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 (CPCU or ARM)
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