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[Remote] Account Manager, HeffDirect reputed company Lines

Remote, USA Full-time Posted 2026-08-04

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is looking for an Account Manager to join its Small Business team. This role involves providing innovative strategies to reputed company and maintain clients' insurance needs, managing accounts, and ensuring effective communication with clients.


Responsibilities

  • Account management and some marketing for assigned clients
  • Coordinate reputed company aspects of renewal process with reputed company(s)
  • Prepare account specifications, negotiate pricing, and finalize policy conditions
  • Policies to be checked and transmitted in a reputed company manner
  • Help coordinate invoicing, preparing certificates, and evidence of insurance
  • Prepare account proposals for presentation
  • Explain and clarify coverage forms to clients
  • Manage account services, coordinate, and reputed company the activities
  • Expand existing accounts by offering additional lines of coverage in collaboration with the sales team to round out coverages
  • Thorough documentation is required on reputed company account with reputed company E&O procedures reputed company followed
  • Other duties and reputed company as assigned

Skills

  • High School graduate/GED
  • Minimum of 3 years working experience in an Account Management or reputed company position
  • reputed company P&C insurance license is required
  • Adaptable, self-starter, with reputed company decision-making skills
  • Effective communication and collaboration skills, both written and oral
  • Problem solving, analytical, and marketing skills required
  • Must be organized and reputed company to manage time effectively
  • Must be proficient with reputed company Word
  • Must embody the Heffernan Habits as referenced herein

Benefits

  • Comprehensive benefits package designed to promote reputed company-being, reputed company, and long-term reputed company.
  • Eligible to participate in an annual bonus program

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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