Heffernan Insurance Brokers

Account Manager

• Market and manage accounts for assigned clients
• Coordinate renewal marketing with clients, including program structure, review, and analysis
• Provide technical expertise on coverage areas and current markets
• Prepare written annual account service plans
• Conduct or participate in annual open enrollment meetings, health fairs, and webinars
• Audit client information, premiums, and commissions in the HIB client management system, Broker Builder
• Educate clients and clarify coverage forms
• Assist with marketing results and benefit comparisons
• Maintain Benefits Administration systems for assigned accounts
• Assist with group applications and policy termination notices
• Thoroughly document each account and follow proper E&O procedures
• Handle complex accounts
• Perform other duties and special projects as assigned
• Report to the Benefits Manager

Account Manager, Employee Benefits

Director

• Lead, develop, and scale the firm's Property practice
• Own and execute the strategic direction for the Property vertical
• Define the vertical's value proposition, market positioning, and growth roadmap
• Establish underwriting focus, target industries, and property product offerings
• Serve as the internal subject matter expert on commercial property risks, CAT exposures, valuation challenges, and market trends
• Develop strategies for large property schedules, shared and layered placements, and specialty property programs
• Drive new business growth through strategic relationships with retail brokers, carriers, and MGAs
• Partner with brokers to identify, pursue, and close complex property placements
• Support key accounts and large-loss exposed opportunities
• Manage renewal production to achieve retention and profitability objectives
• Track pipeline performance and vertical growth metrics
• Develop and maintain executive-level relationships with property carriers and reinsurers
• Negotiate capacity, pricing, coverage enhancements, and program structures
• Expand market access for catastrophe-exposed and difficult-to-place risks
• Stay current on CAT modeling, capacity shifts, valuation trends, and underwriting appetites
• Train producers on property coverage structures, market conditions, and placement strategies
• Develop property-focused marketing tools and educational resources
• Serve as an escalation point for large and complex submissions
• Support onboarding and development of producers within the Property practice
• Partner with Operations, Marketing, and Leadership to grow the Property vertical
• Develop thought leadership, market updates, and client-facing resources
• Improve submission quality, workflows, and operational efficiency
• Ensure compliance with carrier and regulatory guidelines
• Monitor property market conditions, CAT exposure trends, and emerging risks
• Represent the firm at industry conferences, carrier meetings, and client events
• Publish insights related to property insurance market developments
• Report to the EVP, Head of Brokerage
• Deliver revenue growth and profitability, expanded carrier relationships and capacity, complex placement growth, producer engagement, and broker retention and submission growth

Property Vertical Director

• Own and execute the strategic direction for the Casualty vertical
• Define the vertical's value proposition, market positioning, and growth roadmap
• Establish underwriting focus, target industries, and casualty product offerings
• Serve as the internal subject matter expert on liability exposures, litigation trends, and casualty market developments
• Drive new business growth through relationships with retail brokers, carriers, MGAs, and program administrators
• Partner with brokers to identify, pursue, and close complex casualty placements
• Support key accounts involving high-hazard and difficult-to-place liability risks
• Manage renewal production and profitability objectives
• Develop and maintain relationships with casualty carriers and excess liability markets
• Negotiate pricing, terms, limits, and capacity for complex casualty placements
• Educate and mentor producers on casualty coverage, market conditions, liability exposures, and placement strategies
• Partner with Operations, Marketing, and Leadership to expand the Casualty vertical
• Improve workflows, submission quality, and operational effectiveness
• Ensure compliance with carrier and regulatory requirements
• Monitor emerging liability exposures, social inflation, nuclear verdicts, and regulatory trends
• Represent the firm at casualty-focused industry events and conferences
• Develop white papers, webinars, and educational resources
• Deliver revenue growth, profitability, market access, complex placements, producer training effectiveness, and broker adoption

Account Manager, Employee Benefits

Property Vertical Director

Casualty Vertical Director