Personal Lines Account Manager - HYBRID/REMOTE!
Job Description
Personal Lines Insurance Account Manager needed for an Independent Insurance Agency located Westlake Village, CA! The Personal Lines Insurance Account Manager will manage the renewal and servicing of a $1.5-$2 million dollars book of business. Primary responsible for building and maintaining client relationships and ensuring that clients' day-to-day service expectations are met.
- HOURS: Full-Time Hours, Mon-Fri, 08:00 am – 4:30 pm. (Flexible schedules are offered.)
- DURATION: Direct Hire
- WORKPLACE: Hybrid role offered; working 2 days from home on a weekly basis. Remote work will be offered if the candidate does not reside within a reasonable driving distance of the office.
- PAY: $27-$35 an hour.
- BENEFITS: This client offers a full comprehensive benefits package.
Providing advice
Processing policy changes
Remarketing policies, and writing new policies as needed for an existing client
Policy checking
Generating new business through networking, cross selling, and referrals
Maintain professional working relationships with insurance carriers, clients and their representatives, and other departments/personnel within the agency
The Account Manager may have the option to learn and also grow in Commercial Insurance!
Requirements:
- Minimum of 2 years’ experience recently working as a PL CSR / Account Manager in an independent agency environment.
- The qualified candidate must hold an active CA Property/Casualty license.
- AMS 360 experience is required!
- Proficient with Microsoft Excel, Word, and Outlook.
Meet Your Recruiter
Nancy Thai
Account Manager
Since joining SDI Staffing in 2022, Nancy has demonstrated a strong aptitude for talent acquisition and client relations. She initially started as a Recruiter and has successfully transitioned into the role of an Account Manager. She has a deep passion for aiding candidates in their career journeys and takes great satisfaction in collaborating with clients to secure ideal candidates to add to their teams. Nancy's extensive knowledge in both Personal and Commercial Lines insurance, particularly with captive carriers, enables her to provide exceptional service. She works closely with clients to understand their specific needs and consistently delivers the perfect match for their offices.
In her free time, Nancy enjoys working out, trying out new restaurants, and spending time with her family.