Account Manager, Commercial Lines

Account Manager, Commercial Lines

Department: Commercial Lines

Employment Type: Full Time

Location: San Mateo, CA

Reporting To: Commercial Lines Manager

Compensation: $90,000 - $110,000 / year

Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customers’ insurance and risk management needs.

• Marketing and account management for assigned clients.
• Coordinate all aspects of the 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.

• 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.

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.

* The compensation for this role will depend on the geographic region, job‑related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.