Job Details

Assistant Account Manager Trainee

Heffernan Insurance Brokers is looking for an Assistant Account Manager Trainee to join its Small Business team. This is an entry-level position designed with the intent to provide exposure to Account Management responsibilities, to eventually transition into a Large Commercial role. Heffernan is looking for an intelligent self-starter, who is looking for a career with plenty of upward mobility.

Responsibilities include:

• Renewal Processing Workflow as assigned by Team Lead or Fulfillment Executive.
• Coordinate driver, vehicle, and mailing address changes.
• Notice of Cancellation and nonpayment follow-ups.
• Help with billing and claim reporting questions.
• Reach out to carriers for renewal solicitation and quotes.
• Help gather and send information for bind requests or requests for additional quoting information.
• Request information and applications from clients using our online platform.
• Help clients navigate our online systems: application/signature platform, payment links, and client portal.
• Backup team members when they are out of the office.
• Help coordinate invoicing, preparing certificates, and evidence of insurance.
• Join Team Lead/Fullfillment Exec. on coverage/proposal review calls.
• Learn various carrier websites through online submissions, endorsement requests, and billing inquiries.
• Respond to client requests in a timely and accurate manner.
• Follow up and close open activities in EPIC (agency management system).
• Pursue and obtain P&C license and other continuing education opportunities.
• Thorough documentation with proper E&O procedures must be followed.
• Other duties that are usual to servicing commercial accounts.
• Other special projects as assigned.

Requirements:

• Education High School graduate/GED required.
• Experience working in an office environment preferred.
• Insurance experience and/or license is not required. However, must be able to obtain a license.
• Effective communication and collaboration skills, both written and oral.
• Working knowledge of MS Office (Excel, Outlook, Word etc.)
• Must be organized and able to manage time effectively.
• Professional demeanor and behavior are required, as referenced in Heffernan's core values (Habits).

Compensation: The base salary range for this position is $50,000.00 to $60,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will 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.

• Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
• Have Fun: Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
• Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
• Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
• Celebrate & Value Our Differences: "Because You're Different". It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.

Working Conditions:

• Work environment is indoors, sitting at a desk or standing for extended periods of time.
• Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
• This position may require flexibility to work hours outside of a regular schedule.
• Ability to travel as necessary.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.