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    Commercial Account Manager - San Jose, United States - Heffernan Network Insurance Brokers

    Heffernan Network Insurance Brokers
    Heffernan Network Insurance Brokers San Jose, United States

    1 week ago

    Default job background
    Description

    Objective:


    The primary function of this position is to provide exceptional service to existing clients, fulfilling new business opportunities for current clients (rounding out accounts) as well as new prospective clients as opportunity arise.

    The Commercial Account Manager will be the day-to-day liaison between the insurance company, agency and its insureds.


    Daily servicing of clients will include addressing various coverage issues, and handling all the inside service work associated with the clients account.

    This includes all endorsement activity, routine coverage questions, problem solving, renewals, checking and binding of policies.

    New business fulfillment for current clients& new prospective clients as opportunity arise. Includes securing underwriting information, marketing account to key carriers and consultation with prospect insured to secure the bound policy.

    Responsibilities include, but not limited to:

    Build and maintain relationships with clients and team.
    Provide consistent, accurate, and timely communication through verbal and electronic correspondence.
    Process daily incoming email and phone requests, responding promptly and appropriately.

    Development of new business and renewal strategies – including preparing specifications and submission material for marketing, securing underwriting information and analyzing existing coverage as well as making recommendations to clients.

    Awareness and in-depth knowledge of current marketplace for account placement including, coverage enhancements, price negotiation, forms, policy terms, etc.

    Assist clients in making appropriate coverage changes; inform and educate clients about coverage's, exclusions, exposures, and audits and document electronic file accordingly.

    Order and issue binders, evidences of insurances, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.

    Partner with support service provider PATRA to issue certificates of insurance as needed.
    Performs review and audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
    Handle cancellations with care, and acts to save accounts(if applicable)
    Renew and re-market accounts as needed in conjunction with agency standards.
    Maintain client files in agency management system and use AMS for processing all transactions.
    Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures. Must update the AMS accordingly using the provided guidelines.
    Provide technical support to Affiliates and insureds (coverage-wise, with proposal, suspense, items etc.) to help clients.
    Determines if agency or direct billing and invoices accordingly. If an agency bill account requires financing, partner with preferred vendor, BankDirect.
    Other duties as assigned.


    Competencies:
    Attention to detail/

    Does not let important details slip through the cracks, or derail a project.
    Communication/

    Speaks and writes clearly without being overly verbose or talkative. Maintains this standard in all forms of communication, including e-mail.
    High standards/

    Expects personal performance and team performance to be nothing short of the best.
    Honesty & Integrity/

    Does not cut corners ethically. Earns trust and maintains confidences. Does what is right, not just what is expedient. Speaks plainly and truthfully.
    Organization &Planning / Plans, organizes, schedules, and budgets in an efficient productive manner and focuses on priorities. Follow-through on commitments and can self-manage time and priorities.
    Teamwork/

    Reaches out to peers and cooperates with supervisors to establish an overall working relationship.


    Qualifications:
    Minimum of 3 years prior insurance experience.
    Current P&C Brokers License.
    CIC Designation or advanced designation preferred.
    Proficiency in insurance coverages with strong working knowledge of complex issues and markets.
    Proficient computer skills particularly with Outlook, Microsoft Office, Zoom and Agency Management System (EPIC preferred)
    Proven effective direct presentation capabilities.
    Excellent interpersonal communication skills, verbal and written.
    Well organized multi-tasker. Ability to prioritize and self-manage work load. Detail oriented.
    Enjoys working in a team who strives to be their best, supports each other & aspires to reach goals.


    Salary range:
    $70,000 - $80,000

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