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Personal Lines Account Manager - High Net Worth

Company: Heffins
Location: Petaluma
Posted on: May 28, 2023

Job Description:

Personal Lines Account Manager - High Net Worth The primary function of a Personal Lines Account Manager in our High Net Worth division is to provide first in class service to assigned clients insurance and risk management needs. The Account Manager will have total account responsibility, while enhancing relationships with clients, staff, and carriers.Responsibilities Include:

  • Manage an assigned book of business and to include:
    • Remarketing
    • Binders
    • Endorsements
    • Audits
    • Claims Advocacy
    • New Business to include:
      • Research on behalf of client for best in market values
      • Maintain reporting for accurate quotes
      • Issue policies
      • Cross-sell to client when appropriate
      • Professional Accuracy & Organization to include:
        • Maintain company standard of 10+ policies and guidelines
        • Maintain accuracy in client management system
        • Comply with errors and admissions procedures
        • Provide prompt and excellent customer service
        • Special Projects and other duties - as assignedRequirements:
          • Education - High School graduate required. College Degree is preferred.
          • Minimum of three years of relative industry working experience.
          • Must have an active insurance license.
          • Working knowledge of Microsoft products - particularly Outlook, Word, Excel & PowerPoint
          • Professional demeanor and behavior is required.
          • Must be organized and able to manage time effectively, in order to meet deadlines.
          • Must communicate effectively - spoken and written.
          • Must work well in a team based environment and collaborate with peers.
          • Professional demeanor and behavior are required, as referenced in Heffernan's core values (Habits).Compensation:The salary range for this position is $85,000 to $95,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at Heffernan Habits (Expectations):These are practices that represent our unique culture.
            • Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
            • Do Good - This is our core. We strive to do good for our clients, our company and our communities.
            • Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
            • Have Fun - Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients.
            • Answer The Phone (And Email) - Be available and responsive to clients and colleagues.
            • Be Humble And Own It - We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
            • Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect. -Working Conditions:
              • Work environment is indoors, sitting at a desk for extended periods of time.
              • Daily use of computers, printers, and other common office equipment.
              • This position may require flexibility to work hours outside of a regular schedule.

Keywords: Heffins, Petaluma , Personal Lines Account Manager - High Net Worth, Executive , Petaluma, California

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