Account Manager, Personal Lines (Family Office Division)

Objective:

The primary function of a Personal Lines Account Manager is to provide first-in-class service to assigned clients’ insurance and risk management needs. The Account Manager will have total account responsibility, while enhancing relationships with clients and staff. The Account Manager will stay current with carrier changes and guidelines, as well as effectively balancing multiple and competing priorities.

Core Responsibilities Include:

• Manage an assigned book of business and to include:
• New Business to include:
• Professional Accuracy & Organization to include:
• Special Projects and other duties – as assigned.
• Responding to client’s same day via email or phone.
• Lead remarketing efforts.
• Proactively work renewal policies.
• Binders.
• Endorsements.
• Audits.
• Claims Advocacy.
• Research on behalf of client for best in market values.
• Maintain reporting for accurate quotes.
• Issue policies.
• Cross-sell to client when appropriate.
• Maintain company standard of 10+ policies and guidelines.
• Maintain accuracy in client management system.
• Comply with errors and admissions procedures.
• Provide prompt and excellent customer service.

Compensation:

The base salary range for this position is $80,000.00 to 100,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.

Requirements:

• Education – High School graduate/GED required.
• Minimum of three years of relative industry working experience.
• Must have an active insurance license.
• Working knowledge of Microsoft products – particularly Outlook, Word, Excel & PowerPoint
• Professional demeanor and behavior required.
• Must be organized and able to manage time effectively, to meet deadlines.
• Must communicate effectively – spoken and written.
• Must work well in a team-based environment and collaborate with peers.
• Professional demeanor and behavior are required, as referenced in Heffernan’s core values (Habits).

Heffernan Habits (Expectations):

These are practices that represent our unique culture.

• Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
• Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
• Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. 
• Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
• Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.

Working Conditions:

• Work environment is indoors, sitting at a desk for extended periods of time.
• Daily use of computers, printers, and other common office equipment.
• This position may require flexibility to work hours outside of a regular schedule.