01/21/2025
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:
Responding to client’s same day via email or phone.
Lead remarketing efforts.
Proactively work renewal policies.
Binders.
Endorsements.
Audits.
Claims Advocacy.
New Business to include:
Research on behalf of client for best in market values.
Maintain reporting for accurate quotes.
Issue policies.
Cross-sell to client when appropriate.
Professional Accuracy & Organization to include:
Maintain company standard of 10+ policies and...
Heffernan Insurance Brokers
Reno, NV, USA
Full Time