03/27/2026
Objective:
Heffernan Insurance Brokers is looking for an Associate Account Manager to join its Commercial Lines team. This position will provide superior service to assigned clients and internal Account Managers, while also providing backup as necessary on accounts. Heffernan provides a career path with ample opportunity for upward mobility.
Responsibilities Include:
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 and follow up on aged receivables.
Address and follow up on claims.
Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals.
Draft proposals.
Process un-routed attachments and carrier document retrieval items.
Respond to client requests in a timely and accurate...
Heffernan Insurance Brokers
San Mateo, CA, USA
Full Time
