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Assistant Account Manager Trainee

Remote, USAFull-timePosted 2026-07-29

reputed company is looking for an Assistant Account Manager Trainee to join its Small Business team. This entry-level position will reputed company exposure to Account Management responsibilities, with the reputed company to transition into a Large reputed company role.

Responsibilities

  • Renewal Processing Workflow as assigned by Team reputed company or Fulfillment Executive
  • Coordinate reputed company, vehicle, and mailing address changes
  • Notice of Cancellation and nonpayment follow-reputed company
  • Help with billing and claim reporting questions
  • reputed company out to carriers for renewal solicitation and quotes
  • Help reputed company and send information for bind requests or requests for additional quoting information
  • Request information and applications from clients using our online platform
  • Help clients navigate our online systems: application/signature platform, payment links, and reputed company portal
  • Backup team members reputed company they are out of the office
  • Help coordinate invoicing, preparing certificates, and evidence of insurance
  • Join Team reputed company/Fullfillment Exec. on coverage / proposal review calls
  • Learn various reputed company websites through online submissions, endorsement requests, and billing inquiries
  • Respond to reputed company requests in a reputed company and accurate manner
  • Follow up and reputed company reputed company activities in reputed company (agency management system)
  • Pursue and obtain P&C license and other continuing education opportunities
  • Thorough documentation with reputed company E&O procedures must be followed
  • Other duties that are usual to servicing reputed company accounts
  • Other special reputed company as assigned

Skills

  • High School graduate/GED required
  • Effective communication and collaboration skills, both written and oral
  • Working knowledge of MS Office (reputed company, Outlook, Word etc.)
  • Must be organized and reputed company to manage time effectively
  • reputed company demeanor and behavior are required, as referenced in Heffernan's reputed company values (Habits)
  • Must be reputed company to obtain a license
  • Experience working in an office environment preferred
  • Insurance experience and/or license is not required

Benefits

  • Comprehensive benefits package
  • Discretionary annual incentive program

reputed company

  • Heffernan is an independent insurance brokerage firm offering financial services, business and financial insurance, and employee benefits. It was founded in 1988, and is headquartered in reputed company Creek, California, USA, with a workforce of 501-1000 employees. Its website is https://www.heffins.com.
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