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About the Role

Heffernan Insurance Brokers is seeking an intelligent, self-starting Assistant Account Manager for its Commercial Lines team. This entry-level position offers significant upward mobility and does not require prior insurance experience.

Responsibilities

• Process renewal workflows including ordering loss runs, updating applications, SOVs, spreadsheets, and MVRs.
• Process binders, endorsements, and audits after Account Manager review.
• Handle invoicing as assigned.
• Follow up on claims.
• Coordinate the issuance and renewal of Certificates of Insurance and Evidence of Insurance.
• Create and maintain mail-merge documents.
• Draft proposals.
• Process un-routed attachments and retrieve carrier documents.
• Respond to client requests accurately and promptly.
• Follow up on and close open activities in EPIC.
• Obtain P&C license and pursue continuing education.
• Ensure thorough documentation following proper E&O procedures.
• Perform other duties related to servicing commercial accounts and special projects.

Requirements

• High School graduate/GED required.
• Office environment experience preferred.
• Excellent communication and collaboration skills required.
• Must be organized and able to manage time effectively.
• Professional demeanor and behavior required, embodying Heffernan’s core values (Habits).
• Must embody the Heffernan Habits.

Skills

• Working knowledge of MS Office (Excel, Outlook, Word etc.)

Location

• San Francisco, CA

Work Type

• Full Time

Experience Level

• Entry-level

Education Level

• High School graduate/GED

Salary/Compensations

• $60,000 - $70,000 / year

Benefits

• Comprehensive benefits package designed to promote well-being, growth, and long-term success.
• Eligible to participate in an annual bonus program.

About the Company

• Heffernan Insurance Brokers has a culture guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating uniqueness.
• Strong commitment to philanthropy and giving back.
• The Heffernan Habits include: Answer The Phone (And Email), Have Fun, Be Respectful, Do Good, and Celebrate & Value Our Differences.