Description

Key Responsibilities

• Provide services according to the services sold to the individual client, meet timeline commitments, including but not limited to consulting reports, mod calculations and analysis, claim review(s), client meetings, sales presentations, etc.
• Conduct virtual or on-site claim reviews in a proactive manner based upon the service contract.
• Educate and support client questions and act as a resource to client(s) and HIB Account Management team(s).
• Collaborate with all members of the Consulting division – provide back-up for whenever necessary.
• Follow HIB Consulting Division Service Standards.
• Responsible for all aspects of a Consulting client, the consulting contract and consulting services.
• Proactively work with the Support Team Member, providing them with clear direction and support.
• Actively recommend, promote, and utilize all services offered by HIB’s Consulting Division.
• Proactively work with HIB’s Producers and/or Account Management Teams to assist in their sales process – including preparation of the prospect presentation as well as prospect meetings (virtually or in person).
• Actively utilize technology that is available to efficiently manage both your workload as well as to obtain client information (i.e., LastPass, Carrier Online RMIS’s, web-based platforms like RMC, etc.)
• Special projects as assigned.

Skills, Knowledge and Expertise

• Minimum five (5) years’ experience in General Liability and Property claims handling experience required.
• Effective communication skills, both written and oral.
• Excellent interpersonal and customer service skills.
• Strong analytical and problem-solving skills.
• Adaptable, self-starter, with experienced decision-making skills. Must work well in a team environment.
• Must be proficient in MS Office, notably Outlook, Word, PowerPoint, and Excel.
• Sales & Marketing skills desired.
• Must be organized and able to manage time effectively.
• Professional demeanor and behavior as referenced in the Heffernan Habits.

Why Choose Heffernan?

• 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.

About Heffernan Insurance Brokers