02/05/2026
Objective:
Heffernan Insurance Brokers is seeking a Sales Assistant to join its Commercial Lines team. The primary responsibility of this role is to support Producers in developing and implementing new business research, marketing, and other strategies to increase sales productivity. Heffernan offers a career path with ample opportunities for upward mobility.
Responsibilities Include:
Coordinate and maintain appointment calendar.
Coordinate meetings and events with external and internal personnel.
Maintain confidentiality of all duties assigned by Producer.
Submit monthly expense reports for Producers, or as necessary.
Maximize the use of Sales and other software platforms as necessary.
Prepare claims analysis reports.
Gather underwriting information and assist with carrier submissions.
Assist in completing new business applications and accords.
New business marketing to include:
Develop, cross-reference, and research prospect lists
Emphasis...
Heffernan Insurance Brokers
San Mateo, CA, USA
Full Time
