Commercial Lines Insurance Account Executive - Hybrid Remote!

Aliso Viejo, CA 92656

Employment Type: Direct Hire Job Category: Commercial Lines Job Number: 7583

Job Description

Commercial Lines Insurance Account Executive needed for an Insurance Agency located in Aliso Viejo – Hybrid Remote!

Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs.
 
  • HOURS:  8:00AM-5:00PM, Monday - Friday
  • DURATION:  Direct Hire
  • WORKPLACE:  Hybrid Remote; 2 – 3 days working remotely weekly.
  • PAY:  $125,000 - $155,000 per year, depending on experience. Plus bonus potential! 
  • BENEFITS:  This client offers a full comprehensive benefits package.

Job Duties will include, but are not limited to:
  • Oversee ongoing account service activities.
    • Prepare monthly production and activity reports.
    • Manage/collect receivables in conjunction with Client Sales Executive.
    • Meet regularly with Client Sales Executive to update, advise and inform.
    • Coordinate activities on accounts.
    • Review and deliver summary, proposals and policies.
    • Lead, present and participate in meetings with clients.
    • Maintain current Insurance Summaries on all accounts.
    • Update COW’s annually on all accounts.
  • Participate in new business development and proposals with Client Sales Executive.
    • Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage.
    • Coordinate coverage placement through managing the direction provided to service team.
    • Deliver binders and invoices.
  • Manage all facets of renewal process.
    • Initiate client contact and orchestrate renewal strategy meetings.
    • Gather renewal underwriting information.
    • Oversee process of preparing and updating underwriting specifications.
    • Coordinate coverage placement through instructions provided to Marking and Client Administrator, review and deliver binders, invoices, etc.
    • Advise, inform and involve Client Sales Executive, as required in marketing process.
    • Prepare and deliver proposals.
    • Prepare all orders and instructions to Client Administrator.
    • Manage expiration lists.
  • Act as a leader for the service team members.
    • Create an environment oriented to trust, open communication, and cohesive team effort.
    • Facilitate problem solving and collaboration when faced with client difficulties.
    • Focus the team on the internal and external client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support task performance.
    • Provide necessary business information to enhance the team’s professional development.
    • Ensure deliverables are prepared to satisfy client requirements, cost and schedule.
    • Work closely with department Manager and Director of Client Services to obtain necessary resources to support the team’s requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.

Requirements:
  • Minimum of 6 years’ recent industry experience showing increasing responsibility directly related to the performance of the above duties.
  • The qualified candidate must hold an active CA Property/Casualty license as well as a valid Drivers license.
  • Achieve and maintain advanced insurance designations applicable to the above duties such as CPCU or CIC designations.
  • Proficient with Microsoft Excel, Word, and Outlook.
  • Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of commercial insurance. 
  • Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form. 
  • Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.   
  • Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content.
  • Travel to client sites will be required.  Usually travel is within driving distance, but may occasionally consist of a 1 to 2 night stay.
  • Work is performed in a typical interior/office work environment. 

Meet Your Recruiter

Sharlene Theakston
Director of Recruiting

Sharlene has been with SDI Staffing since 1998. She is most passionate about recruiting, helping candidates find a successful career in insurance, and assisting clients with finding the top talent they are seeking. Currently, Sharlene works as the Director of Recruiting / Sr. Account Manager. She evaluates applicants on their skills, education, work history, personality and salary requirements. She also works with clients to assist them in their search for applicants that have the experience and skills they are seeking for their office. Sharlene is also a mentor and assists the team with training and answering any questions about staffing or office procedures. She is an active member of Professional Women in Insurance, California Staffing Professionals and the American Staffing Association. She is trained in CA Employment and Sexual Harassment Law (FMLA, Meal & Rest Periods, Exempt & Non-Exempt Employees, etc.).

Sharlene was born and raised in San Diego, CA. She enjoys traveling as well as spending time with her husband, their two Labs, family and friends.

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About Aliso Viejo, CA

Ready to start your next career adventure in Aliso Viejo, California? This vibrant city located in Southern Orange County offers a perfect blend of coastal living and business opportunities. With its close proximity to the beautiful beaches of Laguna Beach, stunning art galleries like the Festival of Arts and Sawdust Art Festival, and the inspiring Soka Performing Arts Center, Aliso Viejo provides a dynamic backdrop for professional growth. Enjoy the diverse culinary scene, hike in the nearby Aliso and Wood Canyons Wilderness Park, or catch a game at the nearby Angel Stadium of Anaheim. Explore our job listings today and discover all that Aliso Viejo has to offer for your next career move.