08/26/2025
Objective:
Heffernan Insurance Brokers is seeking an experienced senior-level Account Manager to join its Irvine, CA Commercial Lines team. This role will offer a range of innovative strategies to develop and maintain clients' insurance and risk management needs.
Responsibilities Include:
Marketing and account management for assigned clients.
Coordinate all aspects of the renewal marketing process with the 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...
Heffernan Insurance Brokers
Irvine, CA, USA
Full Time
