Colleen Callanan

About Colleen Callanan

As Personal Lines Insurance Consultant, I provide an in-depth audit of your existing insurance programs and then review findings in a one-on-one meeting. If gaps in your coverage are discovered, we provide recommendations to eliminate them, so your personal assets never pay should an uninsured or underinsured claim affect you and your family. Our highly secure and innovative programs are then adapted year-over-year as your family exposures change. We make sure that families with exposures that incorporate Trust/LLC ownership structures, domestic and foreign asset ownership, public profiles, and hobbies are covered appropriately.Heffernan’s Private Client Group has access to a broad range of specialty private client carriers, both standard and non-standard, to design top-of-the-line coverage for clients with unique exposures around the world.Heffernan’s specialties include:• Family Offices• High-Value Homes• Construction Projects• International Rentals and/or Purchases• Owned or Chartered Aircraft & Yachts• Valuable Collections• Hobby Farms & Vineyards• Identity Theft & Cyber Protection• Travel & Trip Insurance• Athletes & Entertainers• And moreSince its founding in 1988, Heffernan has remained employee owned and has grown revenue to over $100 million through primarily organic growth, along with strategic acquisitions. Heffernan is consistently ranked as one of the nation’s largest independent insurance brokerage firms, as well as named on the insurance industry’s ‘Best Places to Work’ lists. Heffernan is also known for its commitment to philanthropy. Since 2003, Heffernan has been named a ‘Top Corporate Philanthropist’ and has donated over $22 million to various charities in the communities where we live and work. Visit Email c•••••••@heffins.comI invite you to review our testimonials below to learn how we can help you.Specialties: Insurance | Carriers | Home Insurance | Client Service | Account Management

Experience

1. Assistant Vice President

   Heffernan Insurance Brokers

   Jul 2024 — Present

   As Personal Lines Insurance Consultant, I provide an in-depth audit of your existing insurance programs and then review findings in a one-on-one meeting. If gaps in your coverage are discovered, we provide recommendations to eliminate them, so your personal assets never pay should an uninsured or underinsured claim affect you and your family. Our highly secure and innovative programs are then adapted year-over-year as your family exposures change. We make sure that families with exposures that incorporate Trust/LLC ownership structures, domestic and foreign asset ownership, public profiles, and hobbies are covered appropriately.Heffernan’s Private Client Group has access to a broad range of specialty private client carriers, both standard and non-standard, to design top-of-the-line coverage for clients with unique exposures around the world.Heffernan’s specialties include:• Family Offices• High-Value Homes• Construction Projects• International Rentals and/or Purchases• Owned or Chartered Aircraft & Yachts• Valuable Collections• Hobby Farms & Vineyards• Identity Theft & Cyber Protection• Travel & Trip Insurance• Athletes & Entertainers• And moreSince its founding in 1988, Heffernan has remained employee owned and has grown revenue to over $100 million through primarily organic growth, along with strategic acquisitions. Heffernan is consistently ranked as one of the nation’s largest independent insurance brokerage firms, as well as named on the insurance industry’s ‘Best Places to Work’ lists. Heffernan is also known for its commitment to philanthropy. Since 2003, Heffernan has been named a ‘Top Corporate Philanthropist’ and has donated over $22 million to various charities in the communities where we live and work. Visit Email c•••••••@heffins.comI invite you to review our testimonials below to learn how we can help you.Specialties: Insurance | Carriers | Home Insurance | Client Service | Account Management

Education

• UC Santa Barbara

  Bachelor of Arts, Global and International Studies

  2001 — 2005

Skills

• Excel
• Accounting
• Credit
• Financial Modeling
• Mortgage Lending
• Microsoft Office
• Leadership
• Management
• Banking
• Commercial Banking
• Customer Service
• Outlook
• Compliance
• Spanish