Ellen Bertolucci
Account Manager at Heffernan Insurance Brokers | San Francisco Bay Area
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Ellen Bertolucci is an accomplished Account Manager at Heffernan Insurance Brokers, where she plays a pivotal role in the Commercial Lines Department. With a decade of experience in the insurance industry, Ellen has honed her expertise in commercial insurance coverages, making her a trusted advisor for clients navigating the complexities of business insurance. Her commitment to client success is evident in her proactive approach to managing accounts, where she skillfully markets renewals, negotiates terms and conditions, and conducts thorough premium and coverage comparisons.
Ellen's day-to-day responsibilities include handling policy changes and invoicing, ensuring that clients receive the highest level of customer-focused service. Her proficiency with the Applied Epic Agency Management System enhances her efficiency in managing multiple accounts, allowing her to provide tailored solutions that meet the unique needs of each client. Ellen's strong written communication skills and ability to work collaboratively within a team further contribute to her effectiveness in problem-solving and delivering exceptional service.
Currently, Ellen is involved in several key projects aimed at improving client engagement and retention strategies, leveraging her insights to enhance the overall client experience. She is dedicated to continuous education, actively seeking opportunities to expand her knowledge of emerging trends and best practices in commercial insurance. This commitment not only strengthens her expertise but also positions her as a valuable resource for clients looking to optimize their insurance portfolios. Through her unwavering dedication and industry acumen, Ellen Bertolucci exemplifies the qualities of a top-tier Account Manager in the competitive landscape of commercial insurance.
Account Manager at Heffernan Insurance Brokers in February 2021 to Present
CSR/Account Manager at Archway-Micor Insurance Brokers in August 2016 to February 2021
Administrative Assistant at Archway Insurance Brokers, LLC in December 2014 to August 2016
Service Desk Representative at Club One in September 2013 to January 2014
Photographer/Sales at Foto/Fx Digital Memories in August 2012 to August 2013
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Campbellsville University, Bachelor of Science (BS), September 2026
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Commercial Insurance
Customer-focused Service
Account Management
Applied Epic Agency Management System
Nexsure
Customer Service
Teamwork
Attention to Detail
Microsoft Word
Microsoft Excel
Adobe Acrobat
Data Entry
Team Problem Solving
Written Communication
Skilled Multi-tasker
Indio
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Discover more about Heffernan Insurance BrokersWhat is Ellen Bertolucci email address?
Email Ellen Bertolucci at [email protected]. This email is the most updated Ellen Bertolucci's email found in 2026.
How to contact Ellen Bertolucci?
To contact Ellen Bertolucci send an email to [email protected]. (updated on May 19, 2024)
What company does Ellen Bertolucci work for?
Ellen Bertolucci works for Heffernan Insurance Brokers
What is Ellen Bertolucci's role at Heffernan Insurance Brokers?
Ellen Bertolucci is Account Manager
What is Ellen Bertolucci's Phone Number?
Ellen Bertolucci's phone (**) *** *** 213
What industry does Ellen Bertolucci work in?
Ellen Bertolucci works in the Insurance industry.
Ellen Bertolucci Email Addresses
Ellen Bertolucci Phone Numbers
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