Heffernan Insurance Brokers is an independent insurance agency big enough to compete with direct writers, but still small enough to provide boutique personal service.

Insurance

Heffernan Insurance Brokers

Heffernan Insurance Brokers' headquarters in Walnut Creek, CA, United States

The Los Angeles office focuses on client engagement and benefit management across commercial and individual markets.

Los Angeles

The Tempe office focuses on sales, account management, and digital marketing within the insurance sector.

Tempe

F. Michael Heffernan III

Jackie Pitchford

Cassi Casteel

James Precobb

Lacey Garrison Strom

Paul Brown

Joseph Talmadge

Matt McKenna

Philip Mortimer

Susan Brodahl

Andrew Naworski

Tamiko Bottari Joe

Janice Berthold

John. R. Prichard

Kenny Planeta

Josh Ferenc

Kerry Dantzig

Barbara Galgiani

Justin Williams

Danielle Benedetto

Kevin Murphy

Ryan Apgar

Troy Dorner

Liz. Bishop

Lauren A.

Josh Fagin

Matt Trenkwalder

Ryan Martin

Kate Grasman

Blake Thibault

Yvette Prichard

Leticia Trevino

Marc Paletta

John Prichard Jr

Elizabeth Bishop

Jen Mahoney

This department oversees client relationships and ensures satisfaction through effective account handling and sales support.

Account Management

This department oversees high-level strategic decisions and guides organizational direction.

Executive Leadership

The Senior Management Team at Heffernan Insurance Brokers is responsible for steering the company's strategic direction, ensuring operational efficiency, and maximizing growth opportunities. This diverse group of leaders oversees critical functions such as sales, financial management, client services, and specialized insurance sectors, all while maintaining the company's commitment to providing personalized, boutique service. They work collaboratively to set and achieve organizational goals, drive innovation, and sustain the company’s competitive edge in the insurance market.

Senior Management Team

This department manages and oversees employee benefit programs and accounts, ensuring clients receive tailored solutions.

Employee Benefits

This department manages and oversees commercial lines insurance accounts and client relationships.

Commercial Lines Division

The Leadership Team at Heffernan Insurance Brokers is responsible for setting the strategic direction and operational oversight of the company. Comprising executives with diverse expertise in retail branches, personal lines, and employee benefits, they work collaboratively to drive growth, enhance customer service, and ensure the agency's competitive positioning in the insurance market, all while maintaining a personalized approach that reflects their boutique service ethos.

Leadership Team

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Heffernan Insurance Brokers

Org chart

Teams

Account Management

Executive Leadership

Senior Management Team

Employee Benefits

Commercial Lines Division

Leadership Team

Offices

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Heffernan Insurance Brokers

Org chart

Teams

Account Management

Executive Leadership

Senior Management Team

Employee Benefits

Commercial Lines Division

Leadership Team

Offices

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