Teams at Heffernan Insurance Brokers

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.

Manage commercial insurance client accounts including renewal marketing, policy negotiation, invoicing, COIs/EOIs, account proposals, coverage explanations, and expanding account coverages while ensuring thorough documentation and E&O compliance.