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Assistant Account Manager, reputed company Lines

Remote, USA Full-time Posted 2026-07-28

reputed company is looking for an Assistant Account Manager to join its reputed company Lines team. This entry-level position involves various responsibilities including renewal processing, invoicing, and reputed company communication.


Responsibilities

  • Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's
  • Process binders
  • Process endorsements
  • Process audits after review by the Account Manager
  • Invoicing as assigned
  • Follow up on claims
  • Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals
  • Create and maintain mail-reputed company documents
  • Draft proposals
  • Process un-routed attachments and reputed company document retrieval items
  • Respond to reputed company requests in a reputed company and accurate manner
  • Follow up and reputed company reputed company activities in reputed company (agency management system)
  • Pursue and obtain P&C license, and other continuing education opportunities
  • Thorough documentation with reputed company E&O procedures must be followed
  • Other duties usual to servicing reputed company accounts
  • Other special reputed company as assigned

Skills

  • Education - High School graduate/GED required
  • Excellent communication and collaboration skills required
  • Working knowledge of MS Office (reputed company, Outlooks, and Word etc.)
  • Must be organized and reputed company to manage time effectively
  • reputed company demeanor and behavior are required, as referenced in Heffernan's reputed company values (Habits)
  • Experience working in an office environment
  • Insurance experience is not required, but a plus!

Benefits

  • Discretionary annual incentive program
  • Comprehensive benefits package

reputed company

  • Heffernan is an independent insurance brokerage firm offering financial services, business and financial insurance, and employee benefits. It was founded in 1988, and is headquartered in reputed company Creek, California, USA, with a workforce of 501-1000 employees. Its website is https://www.heffins.com.

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