Jobs at Heffernan Insurance Brokers

The Account Manager will manage client accounts, handle marketing, coordinate renewals, and ensure effective communication while expanding existing accounts.

The Insurance Sales Producer generates leads and networks to promote insurance products, collaborates with the sales team, and reviews customer needs.

The Financial Advisor will drive sales by working with individuals and businesses to meet financial goals, conduct market research, and develop investment strategies.

The Account Executive, Personal Lines enhances client relationships and manages accounts, overseeing insurance needs, complex issues, and training. Responsibilities include client presentations, business development, and renewal strategies, requiring travel for meetings and events.

The Commercial Insurance Sales Producer is responsible for generating leads through cold calls and networking, providing client support, conducting annual reviews, and collaborating with the sales team to improve client services and promote insurance products.

The Commercial Insurance Sales Producer will generate leads, support clients in selecting insurance products, and build client relationships while working closely with the sales team.

Manage commercial small business insurance accounts remotely: coordinate renewals, prepare proposals and policy specs, negotiate pricing, issue policies and certificates, expand coverage lines, ensure timely documentation and adherence to E&O procedures, and support invoicing and client communications.

Support commercial small-business accounts by processing renewals, binders, endorsements, audits, invoicing, certificates, and claims follow-up; maintain EPIC activities, draft proposals, create mail-merge documents, and ensure thorough documentation and E&O procedures while pursuing continuing education and licensing.

The Account Manager is responsible for managing small commercial accounts, providing client service support, and ensuring timely renewals and documentation in the EPIC system.