Heritage Bank NW
The Commercial Lines Account Manager collaborates with a Producer to obtain, maintain, and service assigned commercial lines accounts while providing strong customer service and building professional relationships with clients and carrier representatives. This role requires a highly organized individual who can work independently to manage client expectations, analyze accounts for appropriate coverage, and ensure accurate billing and policy updates. The position involves maintaining active licensing, completing continuing education, and acting as a team lead to ensure service guidelines are met.
Heritage Bank has been building lasting relationships and helping customers with their banking needs for over 95 years. See how we're different.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Heritage Bank NW.
Heritage Bank NW didn’t post a salary, so this is our estimate from similar listings.
5% below the average for this role