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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$60k–$65k/yr
Full-time
high school
Comprehensive benefits package, Annual bonus program
Posted 10d ago
~40 hrs/week
Responsibilities
The Assistant Account Manager will handle renewal processing, including updating applications, spreadsheets, and loss runs. They are also responsible for processing binders, endorsements, audits, and coordinating Certificates of Insurance for commercial clients.
Requirements
Candidates must have a high school diploma or GED and an active Property & Casualty insurance license. Previous office experience and proficiency in Microsoft Office are required for this entry-level role.
Full job description
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 Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This is an entry-level position that requires some insurance experience and an active Property & Casualty License. Heffernan is looking for an intelligent self-starter who is looking for a career with plenty of upward mobility.
Key Responsibilities
Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's.
Process binders.
Process endorsements.
Process audits after review by the Account Manager.
Invoicing as assigned.
Follow up on claims.
Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals.
Create and maintain mail-merge documents.
Draft proposals.
Process un-routed attachments and carrier document retrieval items.
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 usual to servicing commercial accounts.
Other special projects as assigned.
Skills, Knowledge and Expertise
Education – High School graduate/GED required.
Experience working in an office environment preferred.
Insurance experience is required.
Active P&C insurance license is required.
Excellent communication and collaboration skills required.
Working knowledge of MS Office (Excel, Outlooks, and 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).
Must embody the Heffernan Habits as referenced herein.
Why Choose Heffernan?
At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique. We’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success. Heffernan Habits:
These are core values 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.
*The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.
Related keywords
Commercial LinesInsuranceProperty & Casualty LicenseRenewal ProcessingLoss RunsSOVMVRBindersEndorsementsAuditsInvoicingClaimsCertificates of InsuranceMail-mergeEPICAgency Management System
Customized insurance for your unique needs. Because you're different!
Industry
Insurance
Company size
501-1,000 employees
Founded
1988
Headquarters
Walnut Creek, CA
LinkedIn followers
16,025
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
Business InsurancePersonal InsuranceFinancial ServicesEmployee BenefitsProperty & Casualty CoverageLoss Control ServicesHuman Resources Consultingand Claims ConsultingFinanceInsurance
How much do Administrative jobs in California pay?
Based on 5902 listings with disclosed salaries, most administrative jobs in California pay between $65k–$128k per year. Individual offers vary with seniority, company size, and specialization.
How many Administrative jobs are open in California right now?
There are currently 26,995 open administrative positions in California listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in California?
Companies currently hiring include Costco Wholesale, UCSF Department of Anesthesia and Perioperative Care, Adventist Health Sierra Vista, Keck Medicine of USC, Kaiser Permanente Oakland Medical Center, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in California?
Yes — 4072 of the 26995 open administrative positions offer remote or hybrid work (1090 remote, 2982 hybrid).
How do I apply for Administrative jobs in California?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.