Heffernan Insurance Brokers
Company facts
- Founded
- 1988
- Headquarters
- United States
- CEO
- F. Michael Heffernan III
About
Heffernan Insurance Brokers was established in 1988, making it one of the largest independent insurance brokerage firms in the United States. With headquarters located in Walnut Creek, California, the company operates with a commitment to providing customized insurance solutions tailored to meet the unique needs of its clients across various sectors including real estate, transportation, healthcare, nonprofit, and construction. As an employee-owned organization, Heffernan places a significant emphasis on independence and excellence in customer service. The firm specializes in comprehensive business insurance, personal insurance, employee benefits, and financial services. Heffernan has consistently prioritized philanthropy and social responsibility, contributing generously through initiatives such as the Heffernan Foundation, which supports various charitable causes in the communities where its employees live and work. Heffernan's continued growth and success are reflected in its strong client retention rates and impressive revenue, which has surpassed $200 million through a combination of organic growth and strategic acquisitions.
Client Service Manager
The Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services to clients. This individual helps prepare detailed…