Account Manager, HeffDirect Commercial Lines

Heffernan Insurance Brokers is looking for an Account Manager to join its Small Business team. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain client’s insurance needs. Key Responsibilities Account management and some marketing for assigned clients. Coordinate all aspects of renewal process with client(s). Prepare account specifications, negotiate pricing, and finalize policy conditions. Policies to be checked and transmitted in a timely mann…

Our finance team ensures the fiscal health and stability of our operations. You will support budgeting, forecasting, and financial analysis to help the company grow sustainably. We value integrity, precision, and the ability to turn numbers into strategic advice.

Requirements

• Strong understanding of accounting principles and financial reporting.
• Proficiency in MS Excel (advanced formulas, pivot tables, modeling).
• High level of accuracy and attention to detail in financial calculations.
• Ability to manage multiple deadlines in a fast-paced environment.
• Strong ethical standards and understanding of regulatory compliance.
• Degree in Finance, Accounting, or Economics; progress toward CPA/CFA is a plus.