Role Description Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This is an entry-level position that requires some insurance experience and an active P&C insurance license. Heffernan is looking for an intelligent self-starter seeking a career with plenty of upward mobility. Key Responsibilities - Renewal Processing Workflow - as assigned by Account Manager(s). - Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's. - Process binders. - Process endorsements. - Process audits after review by the Account Manager. - Invoicing as assigned. - Follow up on claims. - Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals. - Create and maintain mail-merge documents. - Draft proposals. - Process un-routed attachments and carrier document retrieval items. - Respond to client requests in a timely and accurate manner. - Follow up and close open activities in EPIC (agency management system). - Thorough documentation with proper E&O procedures must be followed. - Other duties usual to servicing commercial accounts. - Other special projects as assigned. Qualifications - High School graduate/GED required. - Experience working in an office environment preferred. - Must have their Property and Casualty License. - Excellent communication and collaboration skills required. - Working knowledge of MS Office (Excel, Outlook, and Word etc.). - Must be organized and able to manage time effectively. - Professional demeanor and behavior are required, as referenced in Heffernan’s core values (Habits). - Must embody the Heffernan Habits as referenced herein. Benefits At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique. We’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success. Heffernan Habits - 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. *The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.

• Account Management — Build and maintain strong customer relationships through regular engagement, strategic guidance, and quarterly business reviews to drive retention and expansion. • Sales Growth — Optimize sales volume within existing accounts by identifying key stakeholders, navigating procurement processes, and executing penetration strategies to increase wallet share. • New Business Development — Define ideal customer profiles, generate qualified pipelines, and convert prospects into new EPM customers across commercial and light industrial markets. • Cross‑Selling Integration — Leverage deep knowledge of ABB’s Electrification Service portfolio to identify complementary service opportunities, promote bundled solutions, and drive incremental revenue. • Performance Execution — Achieve targets for orders, profitability, and acquisition while maintaining accurate forecasting, tracking KPIs, and executing structured account plans.

• Own the development of client-facing proposals and pitch materials — this is the core of the role; produce customized, long-term and rapid response proposals that reflect a deep understanding of each client's goals, issue area, and strategic priorities • Develop the nuanced understanding needed to tailor proposals to different types of clients — knowing what a political funder needs to see versus a climate organization versus a reproductive rights group, and crafting each pitch accordingly • Proactively identify opportunities to expand existing partnerships, pushing clients to think long-term and try new formats, platforms, and approaches that deepen and grow our work together • Conduct robust research and competitive analysis to identify emerging trends, tools, and tactics across the broader digital world — translating findings into fresh ideas and concrete proposals clients are excited to act on • Serve as the internal subject matter expert on the future of digital media and emerging tactics, bringing a sharp, informed perspective to every pitch and sales setting • Prioritize innovation and maintain a critical eye on program design — question assumptions and revisit strategy often to ensure continuous improvement • Support client relationships by staying informed on account goals and contributing strategic thinking to partnership development, producing polished drafts that are ready for director review • Partner with the Partnerships Associate to ensure operational systems, timelines, and deliverables are running smoothly • Collaborate cross-functionally with internal teams to support seamless campaign execution

• Own the day-to-day management of client accounts, including regular communication, reporting, and performance updates. • Serve as the primary point of contact for assigned clients, addressing questions and concerns promptly and professionally. • Build strong, trust-based relationships with clients to support retention and upsell opportunities. • Lead client meetings, communicating insights, results, and recommendations clearly. • Proactively identify upsell opportunities or service improvements to help clients reach their goals and grow their accounts. • Actively contribute to the strategic direction of accounts by identifying new growth opportunities, optimization paths, and marketing channel tactics. • Collaborate with and delegate tasks to Specialists or Associates as appropriate, providing clear direction and support. • Provide guidance, mentorship, or training to less experienced team members. • Take initiative on internal agency projects or process improvements that benefit the broader Paid Media division. • May supervise one or more direct reports, conducting performance reviews, check-ins, and supporting professional development. • Provide support and guidance to specialists and associates in setting up and optimizing campaigns across Google Ads, Facebook/Instagram, Microsoft Ads, and other relevant platforms. • In some cases, provide execution support to Leads on more complex accounts. • Independently manage the execution alongside client management for smaller clients. • Monitor performance via dashboards and ensure reports reflect current data and actionable insights. • Ensure campaigns follow best practices for structure, targeting, and creative alignment with client goals.