03/24/2026
Objective:
Heffernan Insurance Brokers is seeking an experienced Account Manager to join its Commercial Lines team. This is a dynamic role that will offer a range of innovative strategies to develop and manage customers' insurance and risk management needs. This role will report into the San Francisco, CA Commercial Lines division.
Responsibilities Include:
Marketing and account management for assigned clients.
Coordinate all aspects of 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...
Heffernan Insurance Brokers
San Francisco, CA, USA
Full Time
