Petaluma, California, United States · On-site
$60k–$65k/yr
Assistant Account Manager, Personal Lines Department: Personal Lines Employment Type: Full Time Location: Petaluma, CA Reporting To: Family Office Manager Compensation: $60,000 - $65,000 / year Description Heffernan Insu…
Skills: Clerical support, Account servicing, Data entry, Insurance documentation, Communication
Irvine, California, United States · On-site
$60k–$65k/yr
Assistant Account Manager, Commercial Lines Department: Commercial Lines Employment Type: Full Time Location: Irvine, CA Reporting To: Commercial Lines Manager Compensation: $60,000 - $65,000 / year Description Heffernan…
Skills: Property & Casualty License, Insurance processing, Renewal processing, Claims follow-up, Certificate of Insurance issuance
San Mateo, California, United States · On-site
Administrative Assistant Department: Commercial Lines Employment Type: Part Time Location: San Mateo, CA Compensation: $20.00 / hour Description The Administrative Assistant will support daily operations by delivering hi…
Skills: Customer Service, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Calendar Management
San Francisco, California, United States · On-site
$90k–$100k/yr
Account Manager, Employee Benefits Department: Group Benefits Employment Type: Full Time Location: San Francisco, CA Reporting To: Benefits Manager Compensation: $90,000 - $100,000 / year Description The Account Manager …
Skills: Account Management, Group Benefits Insurance, Renewal Marketing, Benefit Analysis, Open Enrollment Coordination
Upper Providence Township, Pennsylvania, United States · On-site
$80k–$100k/yr
Risk Anaylst Department: Commercial Lines Employment Type: Full Time Location: Media, PA Reporting To: Director of Brokerage Compensation: $80,000 - $100,000 / year Description Join the Porter & Curtis Division of Heffer…
Skills: Underwriting Submissions, Insurance Exposure Analysis, Claims Data Analysis, Insurance Documentation, Coverage Analysis
Los Angeles, California, United States · On-site
$100k–$125k/yr
Executive Consultant - Workers' Compensation Department: Commercial Lines Employment Type: Full Time Location: Los Angeles, CA Reporting To: Consulting Division Manager Compensation: $100,000 - $125,000 / year Descriptio…
Skills: General Liability Claims Handling, Property Claims Handling, Analytical Skills, Problem-Solving, Customer Service
Walnut Creek, California, United States · Remote OK
$60k–$70k/yr
Account Manager, HeffDirect Commercial Lines Department: Commercial Lines Employment Type: Full Time Location: Remote Reporting To: Commercial Lines Manager Compensation: $60,000 - $70,000 / year Description Heffernan In…
Skills: Account Management, Renewal Marketing, Policy Negotiation, Insurance Coverage Analysis, Client Relationship Management
San Francisco, California, United States · On-site
$70k–$80k/yr
Benefits Specialist Department: Group Benefits Employment Type: Full Time Location: San Francisco, CA Reporting To: Benefits Manager Compensation: $70,000 - $80,000 / year Description Heffernan Insurance Brokers is looki…
Skills: Group Health Insurance, Benefits Administration, Cost Analysis, Client Management, Compliance
San Mateo, California, United States · On-site
$90k–$110k/yr
Account Manager, Commercial Lines Department: Commercial Lines Employment Type: Full Time Location: San Mateo, CA Reporting To: Commercial Lines Manager Compensation: $90,000 - $110,000 / year Description Heffernan Insur…
Skills: Account Management, Risk Management, Renewal Marketing, Policy Negotiation, Technical Coverage Analysis
Walnut Creek, California, United States · On-site
$80k–$90k/yr
Account Manager, Group Benefits Department: Group Benefits Employment Type: Full Time Location: Walnut Creek, CA Reporting To: Benefits Manager Compensation: $80,000 - $90,000 / year Description The Account Manager posit…
Skills: Account Management, Group Benefits Insurance, Renewal Marketing, Benefit Analysis, Open Enrollment Coordination
Irvine, California, United States · Hybrid
$75k–$95k/yr
Account Manager, Commercial Lines Department: Commercial Lines Employment Type: Full Time Location: Irvine, CA Reporting To: Commercial Lines Manager Compensation: $75,000 - $95,000 / year Description Heffernan Insurance…
Skills: Account Management, Commercial Lines Insurance, Risk Management, Renewal Marketing, Policy Negotiation
Petaluma, California, United States • On-site
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The Assistant Account Manager will support the Personal Lines team by performing clerical tasks such as processing endorsements, renewals, and invoices. They will also assist with client requests, maintain agency management system records, and coordinate insurance documentation.
A high school diploma or GED is required for this entry-level position. Candidates should possess strong organizational skills, proficiency in Microsoft Office, and the ability to obtain a Property & Casualty insurance license.
Department: Personal Lines
Employment Type: Full Time
Location: Petaluma, CA
Reporting To: Family Office Manager
Compensation: $60,000 - $65,000 / year
Customized insurance for your unique needs. Because you're different!
Heffernan Insurance Brokers, founded in 1988, is one of the largest independent insurance brokerage firms in the United States providing comprehensive business insurance, personal insurance, employee benefits and financial services solutions to a wide range of businesses and individuals. Headquartered in Walnut Creek, Calif., Heffernan has a nationwide presence specializing in customized solutions to serve its clients’ different needs in virtually every industry. Heffernan has been named on the insurance industry’s ‘Best Agency to Work For’ list, and consistently named a ‘Top Corporate Philanthropist’. For more information, visit www.heffins.com. License #0564249
Offices: 1350 Carlback Avenue, Walnut Creek, CA 94596, US · 300 California St, Suite 400, San Francisco, California 94104, US · 757 S Alameda St, Los Angeles, California 90021, US · 5100 S Macadam Ave, 440, Portland, Oregon 97239, US · 16000 Swingley Ridge Road, 250, Chesterfield, MO 63017, US
Customized insurance for your unique needs. Because you're different!
Heffernan Insurance Brokers, founded in 1988, is one of the largest independent insurance brokerage firms in the United States providing comprehensive business insurance, personal insurance, employee benefits and financial services solutions to a wide range of businesses and individuals. Headquartered in Walnut Creek, Calif., Heffernan has a nationwide presence specializing in customized solutions to serve its clients’ different needs in virtually every industry. Heffernan has been named on the insurance industry’s ‘Best Agency to Work For’ list, and consistently named a ‘Top Corporate Philanthropist’. For more information, visit www.heffins.com. License #0564249
Offices: 1350 Carlback Avenue, Walnut Creek, CA 94596, US · 300 California St, Suite 400, San Francisco, California 94104, US · 757 S Alameda St, Los Angeles, California 90021, US · 5100 S Macadam Ave, 440, Portland, Oregon 97239, US · 16000 Swingley Ridge Road, 250, Chesterfield, MO 63017, US
