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Heffernan Brignole Insurance Services, LLC
Lafayette, CA, United States (remote)
29 days ago
Heffernan Brignole Insurance Services, LLC
Lafayette, California, United States (remote)
29 days ago


David Shaffer Insurance Services has recenntly been acquired by Heffernan Brignole Insurance Services, LLC.  

Are you ready to be part of an incredible professional team that really enjoyes this industry to help our ideal new clients find the appropriate coverage and to provide top-notch professional service to them once they become a new client as well as to provide top-notch professional service to existing clients?  You will be working with David Shaffer, CPRIA, ARM, who was in the first graudating class of the PRMA, and his current part-time Senior Account Manager, who is loved by his clients, helping service existing clients and helping David as he brings in new ideal clients. 

Our type of clients truly appreicate the professional service we provide and truly appreciate having the appropriate coverage to protect their assets.  Our new ideal clients are also extremely impressed by "Our Approach" in order to become a new client of ours, as we do not provide phone quotes. 

Our Approach is outlined here:   I have developed a unique six-step process that allows us to truly understand before we crunch the numbers, what our ideal client's risk profile and current assets look like, what coverage is important to them, to understand how their current coverage in place reflects their insurance protection goals, who want to know if there are current protection gaps in their coverage, and how we can improve upon their existing coverage and if possible, lower the premiums they pay for the coverage needed.

Our work environment is professional yet we have fun working together as a team.  Our rentention level is about 98% due to the great client service we provide once we add a new client.  We get new business referrals from existing clients and from a local Financial Planning Association that I have been active in called the FPA of the East Bay,  The CFP's who refer business to us have a very professional staff who want to know that we also have a highly qualified professional and personable Protection Team that will help add value to their financial planning practice.  

Currently I am still involved in a lot of account management work but I need to be freed up to focus on attracting more ideal clients.  That is the reason we have this great part-time job opportunity for those who want to remain active in this industry but do not want to work full-time.  My existing Senior Account Manager enjoys being able to work part-time and has been with me for the past 14 years.  Although I would prefer someone with a college degree, it is not required.  What is important to me is that you really care about helping people, you have the work experience I am looking for to hit the ground running, you are fun to work with and you enjoy the role of an Account Manager.  

Objective:  Incredible opportunity for the qualified individual - highly experienced, personable, professional, very knowledgeable, motivated, dependable, articulate, enthusiastic, very high energy, well-organized, detailed oriented with solid administrative and sales skills, technology oriented, able to set and achieve measurable goals, excellent people skills, intelligent and computer literate and with a do-it-now type attitude.

The primary function of this position is to manage existing personal lines, high-net worth, and a small book of commercial accounts and to assist in the marketing and quoting of new business. 

The Account Manager will be the day-to-day liaison between the insurance company and the insured. This individual will act in the capacity of an insurance consultant to provide clarity of risk exposures, available coverage types, and/or recommendations for coverages.

Limited new business fulfillment includes securing underwriting information, marketing account to key carriers and consultation with prospect insured to secure the bound policy. This is specific to The Arrowhead General Insurance Agency for earthquake products, California Fair Plan, California Earthquake Authority, Chubb Group, Encompass, GeoVera, Hartford, Liberty Mutual, Nationwide, Nationwide Private Client, Progressive, Republic Indemnity, Safeco and Travelers and familiarity with Surplus Lines marketing and markets, such as Burns & Wilcox.

Daily servicing of clients will include addressing various coverage issues, and handling all the
inside service work associated with the client’s account. This includes all endorsement activity, claims, routine coverage questions, problem solving, renewals, checking and binding of policies. 

Responsibilities include, but not limited to:

•    Build and maintain relationships with insureds. 
•    Provide consistent, accurate, and timely communication to clients through, verbal and electronic correspondence.
•    Process daily incoming email, and phone requests, responding promptly and appropriately.
•    Execution of new business and renewal strategies – including preparing specifications and submission material for marketing, securing underwriting information and analyzing existing coverage as well as making recommendations to clients. 
•    Awareness and in-depth knowledge of current marketplace for account placement including, coverage enhancements, price negotiation, forms, policy terms, etc. 
•    Assist clients in making appropriate coverage changes; inform and educate clients about coverage’s, exclusions, exposures, and audits and document electronic file accordingly.
•    Orders and issues binders, certificates, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
•    Performs review and audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
•    Handle cancellations with care, and acts to save accounts (if applicable) and notifies any related producer or broker. 
•    Handling claims calls from clients, reporting claims and maintaining contact with the client to make sure the claim process is going to the client’s satisfaction, and if not, understanding the problems and seeking solutions.
•    Renew and re-market accounts as needed in conjunction with agency standards.
•    Maintain client files in agency management system and use AMS for processing all transactions.
•    Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures. Must update the Agency Management System accordingly using the provided guidelines.
•    Provide technical support to insureds (coverage-wise, with proposal, suspense, items etc.) to help clients.
•    Determines if agency or direct billing and invoices accordingly. If it’s an agency bill account, work with preferred vendor, First Insurance Funding. 
•    Other duties as assigned.

•    Attention to detail/ Does not let important details slip through the cracks or derail a project.
•    Communication/ Speaks and writes clearly without being overly verbose or talkative. Maintains this standard in all forms of communication, including e-mail.
•    High standards/ Expects personal performance and team performance to be nothing short of the best.
•    Honesty & Integrity/ Does not cut corners ethically. Earns trust and maintains confidences. Does what is right, not just what is expedient. Speaks plainly and truthfully.
•    Organization & Planning/ Plans, organizes, schedules, and budgets in an efficient productive manner and focuses on priorities. Follow-through on commitments and can self-manage time and priorities.
•    Teamwork/ Reaches out to peers and cooperates with supervisors to establish an overall working relationship.


  • Minimum of 5 years prior personal insurance experience, specific to mass affluent/ high-net worth individuals and a minimum of two years experience with small commercial accounts
  • Current P&C Brokers License.
  • CIC Designation or advanced designation preferred, such as ARM or CPRIA.
  • Proficiency in insurance coverages with strong working knowledge of complex issues and markets.
  • Proficient computer skills particularly with Word, Excel, PowerPoint, and agency management systems.
  • Proven effective direct presentation capabilities.
  • Excellent interpersonal communication skills, verbal and written.
  • Well organized. Ability to prioritize and self-manage workload. Detail oriented.

Job Information

  • Job ID: 66631008
  • Workplace Type: Remote
  • Location:
    Lafayette, California, United States
  • Company Name For Job: Heffernan Brignole Insurance Services, LLC
  • Position Title: Pesonal Lines Account Manager
  • Job Function: Agencies/Brokerages
  • Job Type: Part-Time
  • Job Duration: Indefinite
  • Min Education: H.S. Diploma/Equivalent
  • Min Experience: 5-7 Years
  • Required Travel: None
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