Teams at Heffernan Insurance Brokers

The Account Manager is responsible for managing small commercial accounts, providing client service support, and ensuring timely renewals and documentation in the EPIC system.

The Account Executive, Personal Lines enhances client relationships and manages accounts, overseeing insurance needs, complex issues, and training. Responsibilities include client presentations, business development, and renewal strategies, requiring travel for meetings and events.

The Tax Advisor provides strategic tax guidance, prepares returns, collaborates with advisors, and ensures compliance with regulations. Strong communication and analytical skills are essential.