About Sharlene
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.
Open Positions
Direct Hire
Employee Benefits Associate Account Manager (Assistant) needed for an Insurance Agency located in Carlsbad!
As an Associate Account Manager, you’ll work closely with Account Managers to support clients in navigating the world of employee benefits.
This role is designed as a development position — giving you hands-on experience with renewals, client service, carrier coordination, and open enrollment — with the goal of growing into a full Account Manager role over time.
• HOURS: Monday – Friday, 8:00 am – 5:00 pm
• DURATION: Direct Hire
• WORKPLACE: In office only. Open to discuss a hybrid schedule after a few months of training in office.
• PAY: Position can pay $65,000 - $70,000, depending on experience.
• BENEFITS: This client offers a full comprehensive benefits package to include Medical, Health Reimbursement Account, 401(k) with a match PTO and Sick Pay.
MORE BENEFITS!
This agency offers a Summer Schedule! For the months of June and July, staff can leave every other Friday at 1 pm and will be paid for a full day.
During 4th quarter, the agency buys lunch for the staff once a week.
(During 4th quarter to early January, the agency is very busy so it is hard to approve time off during this time.)
Family environment to include a supportive team, open door policy and things such as a chili-cook off!
Job Duties will include, but are not limited to:
Account Manager Support
Requirements:
• The qualified will have 1–3 years of recent experience in employee benefits, insurance, HR, or a related field (brokerage experience a plus).
• It is preferred the candidate hold an active Life/Health license. If not, the candidate must be willing and eligible to obtain a Life/Health license.
• Proficient with Microsoft Excel, Word, and Outlook.
• Organized, detail-oriented, a team-player and proactive.
• Must be able to multi-task and juggle priorities with ease.
• Bachelors degree.
…
As an Associate Account Manager, you’ll work closely with Account Managers to support clients in navigating the world of employee benefits.
This role is designed as a development position — giving you hands-on experience with renewals, client service, carrier coordination, and open enrollment — with the goal of growing into a full Account Manager role over time.
• HOURS: Monday – Friday, 8:00 am – 5:00 pm
• DURATION: Direct Hire
• WORKPLACE: In office only. Open to discuss a hybrid schedule after a few months of training in office.
• PAY: Position can pay $65,000 - $70,000, depending on experience.
• BENEFITS: This client offers a full comprehensive benefits package to include Medical, Health Reimbursement Account, 401(k) with a match PTO and Sick Pay.
MORE BENEFITS!
This agency offers a Summer Schedule! For the months of June and July, staff can leave every other Friday at 1 pm and will be paid for a full day.
During 4th quarter, the agency buys lunch for the staff once a week.
(During 4th quarter to early January, the agency is very busy so it is hard to approve time off during this time.)
Family environment to include a supportive team, open door policy and things such as a chili-cook off!
Job Duties will include, but are not limited to:
Account Manager Support
- Assist Account Managers with day-to-day client service needs.
- Help prepare renewal spreadsheets, presentations, and client communications.
- Support the coordination of carrier quotes and proposals.
- Communicate with carriers, TPAs, and vendors to gather information and resolve issues.
- Assist with processing enrollments, changes, and terminations.
- Help ensure compliance documentation and reporting is accurate and timely.
- Support preparation for open enrollment meetings.
- Assist with employee communications and materials.
- Attend client meetings to observe and gradually take on presentation responsibilities as you grow in the role.
- Help manage timelines and track deliverables during renewal cycles.
- Maintain organized client files and documentation.
- Identify trends in client questions and help develop proactive solutions.
- Learn benefit plan structures including medical, dental, vision, life, disability, and FSAs.
- Build industry knowledge and regulatory understanding.
- Work toward increased client-facing responsibility over time.
Requirements:
• The qualified will have 1–3 years of recent experience in employee benefits, insurance, HR, or a related field (brokerage experience a plus).
• It is preferred the candidate hold an active Life/Health license. If not, the candidate must be willing and eligible to obtain a Life/Health license.
• Proficient with Microsoft Excel, Word, and Outlook.
• Organized, detail-oriented, a team-player and proactive.
• Must be able to multi-task and juggle priorities with ease.
• Bachelors degree.
…
Direct Hire
Employee Benefits Account Manager needed for an Insurance Agency located in Carlsbad!
As an Employee Benefits Account Manager, you’ll be the trusted expert helping clients navigate the world of employee benefits. From medical and dental to life insurance and FSAs, you’ll craft strategies that keep businesses competitive and employees happy. You’ll work closely with brokers, vendors, and HR teams to design, price, and implement top-notch benefit plans.
This agency offers a Summer Schedule! For the months of June and July, staff can leave every other Friday at 1 pm and will be paid for a full day.
During 4th quarter, the agency buys lunch for the staff once a week.
(During 4th quarter to early January, the agency is very busy so it is hard to approve time off during this time.)
Family environment to include a supportive team, open door policy and things such as a chili-cook off!
Job Duties will include, but are not limited to:
• Trusted Advisor – Build strong, long-term relationships with clients through clear communication and smart strategies.
• Problem-Solver Extraordinaire – Tackle challenges head-on, offering creative, effective solutions before they become problems.
• Client Advocate – Work with carriers, TPAs, and vendors to ensure clients get the best possible service.
• Strategic Planner – Help clients define and achieve their long-term benefits goals while staying compliant.
• Presentation Pro – Lead client meetings, conduct open enrollment webinars, and make benefits easy to understand.
• Renewal Guru – Manage the renewal process, anticipate concerns, and keep everything running smoothly.
• Team Player – Collaborate with Benefit Advocates, HR teams, and brokers to deliver outstanding service.
• Educator & Trainer – Provide training to HR personnel and help employees understand their benefits options.
• Cross-Selling Expert – Identify opportunities to enhance client benefits packages with additional options.
Requirements:
As an Employee Benefits Account Manager, you’ll be the trusted expert helping clients navigate the world of employee benefits. From medical and dental to life insurance and FSAs, you’ll craft strategies that keep businesses competitive and employees happy. You’ll work closely with brokers, vendors, and HR teams to design, price, and implement top-notch benefit plans.
- HOURS: Monday – Friday, 8:00 am – 5:00 pm
- DURATION: Direct Hire
- WORKPLACE: In office. Open to discuss a hybrid schedule after a few months of training in office.
- PAY: Position can pay $70,000 - $85,000, depending on experience.
- BENEFITS: This client offers a full comprehensive benefits package to include Medical, Health Reimbursement Account, 401(k) with a match PTO and Sick Pay
This agency offers a Summer Schedule! For the months of June and July, staff can leave every other Friday at 1 pm and will be paid for a full day.
During 4th quarter, the agency buys lunch for the staff once a week.
(During 4th quarter to early January, the agency is very busy so it is hard to approve time off during this time.)
Family environment to include a supportive team, open door policy and things such as a chili-cook off!
Job Duties will include, but are not limited to:
• Trusted Advisor – Build strong, long-term relationships with clients through clear communication and smart strategies.
• Problem-Solver Extraordinaire – Tackle challenges head-on, offering creative, effective solutions before they become problems.
• Client Advocate – Work with carriers, TPAs, and vendors to ensure clients get the best possible service.
• Strategic Planner – Help clients define and achieve their long-term benefits goals while staying compliant.
• Presentation Pro – Lead client meetings, conduct open enrollment webinars, and make benefits easy to understand.
• Renewal Guru – Manage the renewal process, anticipate concerns, and keep everything running smoothly.
• Team Player – Collaborate with Benefit Advocates, HR teams, and brokers to deliver outstanding service.
• Educator & Trainer – Provide training to HR personnel and help employees understand their benefits options.
• Cross-Selling Expert – Identify opportunities to enhance client benefits packages with additional options.
Requirements:
- The qualified candidate must have five years recent experience working with Employee Benefits with an independent agency environment.
- Must have a Bachelor’s Degree.
- Must hold an active CA Life/Health license.
- Deep knowledge of benefits for groups with 25+ employees and current industry regulations.
- Bilingual Spanish a plus!
- Proficient with Microsoft Excel, Word, Outlook and PowerPoint.
- Ability to break down Medical, RX and Ancillary products into actionable insights.
- Organized, detail-oriented, a team-player and proactive.
- Must be able to multi-task and juggle priorities with ease.
Direct Hire
Accountant with Insurance experience needed for an insurance agency located in La Mesa.
Job Duties can include but are not limited to:
REQUIREMENTS:
…
- HOURS: 8:30 am – 5:00 pm, Monday - Friday
- DURATION: Direct Hire
- WORKPLACE: On-site
- PAY: Hourly pay depends on experience, $70,000 - $85,000 per year
- BENEFITS: This client offers a full comprehensive benefits package.
Job Duties can include but are not limited to:
- Manage Accounts Receivable, including invoicing, payment posting, collections, and account reconciliations.
- Manage Accounts Payable, including vendor invoice processing, payments, and reconciliations.
- Calculate, reconcile, and process producer and broker commissions.
- Reconcile carrier statements, premium payables, and trust accounts.
- Prepare journal entries, account reconciliations, and monthly financial reports.
- Maintain general ledger accuracy and support month-end and year-end closing processes.
- Assist with budgeting, audits, tax reporting, and financial analysis.
- Ensure compliance with agency accounting procedures and insurance industry regulations.
- Collaborate with agency staff, carriers, vendors, and producers to resolve accounting issues.
REQUIREMENTS:
- Knowledge of EPIC – intermediate to advanced level.
- The qualified candidate must have recent experience working as an Accountant, within an independent agency environment; minimum three years experience.
- Strong organizational, analytical, and Microsoft Excel skills.
- Proficient with Microsoft Office.
- Will need to have good math skills and be detail-oriented.
- You must be able to use a keyboard and other office equipment.
…
Temporary
Commercial Lines Trucking/Transportation Account Manager needed for an Insurance Agency located in San Diego! REMOTE!
• HOURS: Monday – Friday; 8 am – 4:30 pm or 5 pm
• DURATION: Temporary; start in early to mid-August to approximately November 2026.
• WORKPLACE: 100% Remote work offered. Must reside in California.
• BENEFITS:
Job Duties will include, but are not limited to:
Requirements:
• At least five years of recent Commercial Lines Client Management experience in Trucking/Transportation, focused on motor carriers with 20-50 or more power units preferred, working within an independent agency environment.
• The qualified candidate must hold an active CA Property/Casualty license.
• Have good verbal and written communication skills for both client and internal communication.
• Will need to have good math skills and be detail-oriented.
• Proficient with Microsoft Excel, Word, and Outlook.
• EPIC experience required.
• You must be able to use a keyboard and other office equipment.
…
• HOURS: Monday – Friday; 8 am – 4:30 pm or 5 pm
• DURATION: Temporary; start in early to mid-August to approximately November 2026.
• WORKPLACE: 100% Remote work offered. Must reside in California.
- If you prefer to work in-office or a hybrid schedule, and you live in the San Diego area, there is that option.
- In-office training may be required.
• BENEFITS:
Job Duties will include, but are not limited to:
- Independently service a designated book of business of middle – large market complex clients for one or more producers.
- Meet regularly with Producers to update, advise, and inform.
- Analyze and compare current exposures to develop renewal or new business marketing strategies.
- Manage the marketing process, negotiate rates, and review quotes and coverages for competitiveness and accuracy.
- Pursue opportunities to round out existing client insurance programs with additional and/or increased lines of coverage.
- Review and summarize marketing results, prepare proposals, and bind coverage with carriers.
- Participate and/or support in presenting to clients and key decision makers.
- Respond to client inquiries, address underwriting questions, providing professional and timely communications with clients, colleagues, and carriers.
- Perform contract reviews for insurance requirements and advise clients of coverage needs and issue proofs of insurance.
- Prepare summary of Insurance for renewal or mid-term reviews.
- Participate in client claims reviews, consult, and follow up on related claims and coverage matters as needed.
- Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written format.
- Ability to present complicated information to a variety of interest groups in a clear and unambiguous way.
- Accountable for retention and proper handling of expiration list and renewals.
- Handling financial aspects of an account timely and accurately - including invoicing and corrections, responding to client accounting questions, accounting department inquiries, and following up with clients on receivables.
- Has a deep understanding of the P&C marketplace and is able to underwrite and market accounts providing competitive insurance solutions to our clients.
- Maintain confidentiality in review of client's financial documents to include financials, credit information, business plans and contracts.
- Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance.
- Perform other responsibilities and duties as needed.
Requirements:
• At least five years of recent Commercial Lines Client Management experience in Trucking/Transportation, focused on motor carriers with 20-50 or more power units preferred, working within an independent agency environment.
• The qualified candidate must hold an active CA Property/Casualty license.
• Have good verbal and written communication skills for both client and internal communication.
• Will need to have good math skills and be detail-oriented.
• Proficient with Microsoft Excel, Word, and Outlook.
• EPIC experience required.
• You must be able to use a keyboard and other office equipment.
- Regular and consistent attendance as defined per Company policy.
- Work is performed in a typical interior/office work environment.
- 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.
- May be required to stand for extended periods of time.
- Must possess effective communication and listening skills such that complicated information can be communicated in a straight-forward manner that the listener can understand, as well as paraphrasing and questioning to gain a complete understanding of the speakers concerns and goals.
- Ability to prioritize, multi-task, set goals and meet deadlines.
- Must be a team player that possesses strong customer service and problem-solving skills.
- Must have a professional demeanor, be detail oriented, organized, highly ethical and have a positive attitude.
- Legal residents of California only. Visa Sponsorship not available. W2 only.
…
Direct Hire
Commercial Lines Insurance Account Manager needed for an insurance agency located in Central San Diego! Hybrid Remote!
-Book size to be managed will depend on the team assigned too.
-Will assist one or more Producers.
-Educate clients about coverage, exclusions, and exposures and help clients make appropriate coverage changes.
-Assists in or designs insurance plans for clients.
-Provide Producer(s) with technical support.
-Participate in client meetings with Producer(s) as needed.
-Prepare Acord applications and submissions. Prepare proposals.
-Marketing including pre-qualifying new business.
-Analyze market quotes to verify coverage, forms, rates and competitiveness.
-Bind renewals and new business and renew policies in Agency Management System.
-Policy review and processing.
-Review insurance requirements for client contracts and review and resolve certificate deficiencies.
-Activity follow-up.
-Reporting claims and monitoring status until closed.
-Maintain relationship with clients.
-Complete other tasks as directed by Management.
REQUIREMENTS:
-The qualified candidate must have recent experience working as a Commercial Lines Account Manager, minimum five years, in an independent agency environment.
- Strong background in Construction Risk is preferred!
-Must hold an active CA Property and Casualty license.
-It is preferred the qualified candidate know Applied-EPIC, but will train.
-Must understand and analyze insurance coverage, forms and policies.
-Good written and oral communication skills.
-Self-motivated, self-disciplined, and self-confident.…
- HOURS: Monday – Friday, 8:00 am – 4:30 pm
- DURATION: Direct Hire
- WORKPLACE: Hybrid schedule offered after training; 2 remote days weekly.
- PAY: Depending on experience, the position can pay $80,000 - $125,000 per year.
- To qualify for $115,000 - $125,000, the Commercial AM must have a minimum of ten, plus, years recent experience working as a Commercial AM, know EPIC (intermediate to advanced level) and have strong Construction risk experience.
- BENEFITS: This client offers a full comprehensive benefits package.
-Book size to be managed will depend on the team assigned too.
-Will assist one or more Producers.
-Educate clients about coverage, exclusions, and exposures and help clients make appropriate coverage changes.
-Assists in or designs insurance plans for clients.
-Provide Producer(s) with technical support.
-Participate in client meetings with Producer(s) as needed.
-Prepare Acord applications and submissions. Prepare proposals.
-Marketing including pre-qualifying new business.
-Analyze market quotes to verify coverage, forms, rates and competitiveness.
-Bind renewals and new business and renew policies in Agency Management System.
-Policy review and processing.
-Review insurance requirements for client contracts and review and resolve certificate deficiencies.
-Activity follow-up.
-Reporting claims and monitoring status until closed.
-Maintain relationship with clients.
-Complete other tasks as directed by Management.
REQUIREMENTS:
-The qualified candidate must have recent experience working as a Commercial Lines Account Manager, minimum five years, in an independent agency environment.
- Strong background in Construction Risk is preferred!
-Must hold an active CA Property and Casualty license.
-It is preferred the qualified candidate know Applied-EPIC, but will train.
-Must understand and analyze insurance coverage, forms and policies.
-Good written and oral communication skills.
-Self-motivated, self-disciplined, and self-confident.…
Direct Hire
Commercial Lines Insurance Senior Account Manager needed for an Insurance Agency in Torrance, CA! Hybrid Remote!
Job Duties can include, but are not limited to:
Will be managing a middle market book, approximately $650k in revenue; 20 accounts; Manufacture, Retail, Energy.
To be successful in the role, you should meet the following requirements
…- HOURS: Full-Time Hours, Monday to Friday
- 8:30 am - 5 pm or 9:00 am - 5:30 pm
- DURATION: Direct Hire
- WORKSITE: Hybrid environment. This means in office 3x/week for the first month, 1x/week thereafter.
- Should there be an important team or client meeting, you must be open to coming in office or travelling to client's office. Travel costs covered by the agency!
- PAY: Depending on experience, $95,000 - $100,000 per year.
- BENEFITS: As a valued member of the team, this client offers a comprehensive benefits package, including:
- 4 medical options, including PPO/HSA with Anthem Blue Cross and HSA with sterling HSA
- Employer annual contribution to HSA: $1000 single/$2000 family (pro-rated)
- Employee contribution for Medical, Dental, and Vision: 18% for employee only, 35% of dependent premium
- Dental: Principal POS plan with $2000 max coverage
- Life/AD&D: Flat $20,000 coverage
- Voluntary Life: Up to $300,000 coverage
- Vision coverage
- LTD: 60% up to $6000 monthly benefit
- Voluntary benefits available with AFLAC: Cancer, Accident, Critical illness, Hospital, and more
- 401k with employer matching (eligibility after 1 year of employment)
Job Duties can include, but are not limited to:
Will be managing a middle market book, approximately $650k in revenue; 20 accounts; Manufacture, Retail, Energy.
- Support the Account Executive on larger accounts. Also, cover the Account Executive's desk when they are out in the field.
- Relationship management of client.
- Proficient understanding of compliance, renewal & marketing (RFP), reporting & analytics, and able to perform these functions with little guidance from Account Executive and/or Managers.
- Independently, or in partnership with Client Executives or other colleagues, leads client meetings and presentations.
- Special projects as assigned which may include client presentations, functions, and meetings.
- Acts as a liaison between carriers and vendors and communicates accurate details relating to P&C programs.
- Coordinates with Customer Service team and/or Account Representatives, the ordering and issuing binders, certificates, policies, endorsements, and other items. Verifies accuracy.
- Reviews and verifies policy, audits, calculates premiums, and establish payment method.
- Maintains accurate client and policy data and documents within AMS360 system/IR.
- Develops sales or cross-selling opportunities with current clients.
- Maintains confidentiality of Company and customer information.
- Other duties and tasks as needed and/or requested.
To be successful in the role, you should meet the following requirements
- The Senior Account Manager will need to have 10+ years of recent experience working as a Commercial Senior Account Manager within an independent agency.
- Must want to continue to learn and grow. This agency encourages career growth and they offer support to obtain and maintain designations.
- A very high level of customer service is required.
- I.E. This agency does actual presentations for pre-renewal and renewals to clients. They don't just email information.
- Experienced with preparing proposals, contract review, marketing, giving presentations, negotiations with underwriting.
- Experience with generalized risks and lines of coverage including General Liability, Workers' Comp, CL Auto, Professional Liability, etc.
- Experience with large risks preferred, minimum of $100,000 in annual premium!
- Must have experience with large National Carriers; Chubb, Travelers, Sompo, etc.
- Proficiency with AMS 360 & Image Right preferred.
- Intermediate - Advanced MS Office Suite required.
- Current IL P&C License.
- This role will require periodic travel to client and carrier meetings, as well as industry events. 25%-30% travel.
- Ability to maintain a high level of confidentiality.
- Visa sponsorship is not available. W2 only.
Direct Hire
Commercial Lines Insurance Senior Account Manager needed for an Insurance Agency in Schaumburg, IL! Hybrid Remote!
Job Duties can include, but are not limited to:
Will be managing a middle market book, approximately $650k in revenue; 20 accounts; Manufacture, Retail, Energy
To be successful in the role, you should meet the following requirements
???????
…- HOURS: Full-Time Hours, Monday to Friday
- 8:30 am - 5 pm or 9:00 am - 5:30 pm
- DURATION: Direct Hire
- WORKSITE: Hybrid environment. This means in office 3x/week for the first month, 1x/week thereafter.
- Should there be an important team or client meeting, you must be open to coming in office or travelling to client's office. Travel costs covered by the agency!
- PAY: Depending on experience, $95,000 - $100,000 per year.
- BENEFITS: As a valued member of the team, this client offers a comprehensive benefits package, including:
- 4 medical options, including PPO/HSA with Anthem Blue Cross and HSA with sterling HSA
- Employer annual contribution to HSA: $1000 single/$2000 family (pro-rated)
- Employee contribution for Medical, Dental, and Vision: 18% for employee only, 35% of dependent premium
- Dental: Principal POS plan with $2000 max coverage
- Life/AD&D: Flat $20,000 coverage
- Voluntary Life: Up to $300,000 coverage
- Vision coverage
- LTD: 60% up to $6000 monthly benefit
- Voluntary benefits available with AFLAC: Cancer, Accident, Critical illness, Hospital, and more
- 401k with employer matching (eligibility after 1 year of employment)
Job Duties can include, but are not limited to:
Will be managing a middle market book, approximately $650k in revenue; 20 accounts; Manufacture, Retail, Energy
- Support the Account Executive on larger accounts.. Also, cover the Account Executive's desk when they are out in the field.
- Relationship management of client.
- Proficient understanding of compliance, renewal & marketing (RFP), reporting & analytics, and able to perform these functions with little guidance from Account Executive and/or Managers.
- Independently, or in partnership with Client Executives or other colleagues, leads client meetings and presentations.
- Special projects as assigned which may include client presentations, functions, and meetings.
- Acts as a liaison between carriers and vendors and communicates accurate details relating to P&C programs.
- Coordinates with Customer Service team and/or Account Representatives, the ordering and issuing binders, certificates, policies, endorsements, and other items. Verifies accuracy.
- Reviews and verifies policy, audits, calculates premiums, and establish payment method.
- Maintains accurate client and policy data and documents within AMS360 system/IR.
- Develops sales or cross-selling opportunities with current clients.
- Maintains confidentiality of Company and customer information.
- Other duties and tasks as needed and/or requested.
To be successful in the role, you should meet the following requirements
- The Senior Account Manager will need to have 10+ years of recent experience working as a Commercial Senior Account Manager within an independent agency.
- Must want to continue to learn and grow. This agency encourages career growth and they offer support to obtain and maintain designations.
- A very high level of customer service is required.
- I.E. This agency does actual presentations for pre-renewal and renewals to clients. They don't just email information.
- Experienced with preparing proposals, contract review, marketing, giving presentations, negotiations with underwriting.
- Experience with generalized risks and lines of coverage including General Liability, Workers' Comp, CL Auto, Professional Liability, etc.
- Experience with large risks preferred, minimum of $100,000 in annual premium!
- Must have experience with large National Carriers; Chubb, Travelers, Sompo, etc.
- Proficiency with AMS 360 & Image Right preferred.
- Intermediate - Advanced MS Office Suite required.
- Current IL P&C License.
- This role will require periodic travel to client and carrier meetings, as well as industry events. 25%-30% travel.
- Ability to maintain a high level of confidentiality.
- Visa sponsorship is not available. W2 only.
???????
Direct Hire
Commercial Lines Insurance Account Manager needed for an Insurance Agency located in Torrance, CA – Hybrid Schedule!
Daily duties can include, but are not limited to:
Managing a generalist book of business, client-facing, heading the renewal process (obtaining quotes, updating applications, gathering information from the Insured & negotiating with Underwriters), renewal presentation to Insured’s, marketing new business, requesting endorsements, answering/navigating coverage questions, creating proposals, corresponding & processing Insured requests, claims assistance, and working with the Producer assisting with additional needs.
Requirements:
- HOURS: Monday – Friday. Typical hours may be 8:00 a.m. – 5:00 p.m.
- DURATION: Direct Hire
- WORKPLACE: Hybrid schedule offered; 2 days remote each week.
- PAY: Depending on experience, the position can pay $80,000 - $100,000 per year
- BENEFITS: This client offers a full, comprehensive benefits package.
Daily duties can include, but are not limited to:
Managing a generalist book of business, client-facing, heading the renewal process (obtaining quotes, updating applications, gathering information from the Insured & negotiating with Underwriters), renewal presentation to Insured’s, marketing new business, requesting endorsements, answering/navigating coverage questions, creating proposals, corresponding & processing Insured requests, claims assistance, and working with the Producer assisting with additional needs.
Requirements:
- Minimum of 3 years’ experience, recently working as a Commercial Lines Account Manager, working within an independent agency environment.
- The qualified candidate must hold an active CA Property/Casualty license.
- EPIC experience is required.
- Proficient with Microsoft Excel, Word, and Outlook.
- Clear and written communication skills.
- Demonstrated employment stability required, with a minimum tenure of three years at current and previous positions.
Direct Hire
Employee Benefits Analyst need for an Insurance Agency located in Irvine, CA
Job Duties will include, but are not limited to:
This role requires the Benefits Analyst to be good with numbers and MS Excel!
-Carrier proposal analysis
-Contribution modeling
-Benchmarking
-Claims/utilization reporting
• Depending on experience, certain Analyst levels become more client-facing
Requirements:
…
- HOURS: Monday – Friday, 8:00 am -5:00 pm
- DURATION: Direct Hire
- WORKPLACE: Hybrid Remote schedule offered; three days working remote, two days in office.
- PAY: Depending on experience, this position can pay $72,000 - $95,000 per year.
- To qualify for $85,000 - $95,000 the qualified candidate must have a minimum six years recent experience working as a Benefits Analyst and stable job history (meaning 3+ years or more at current and/or past jobs).
- BENEFITS: This client offers a full comprehensive benefits package.
Job Duties will include, but are not limited to:
This role requires the Benefits Analyst to be good with numbers and MS Excel!
- Internally focused, analytics-heavy role.
- Core responsibilities include:
-Carrier proposal analysis
-Contribution modeling
-Benchmarking
-Claims/utilization reporting
• Depending on experience, certain Analyst levels become more client-facing
Requirements:
- Bachelor's Degree or equivalent combination of education and experience; Finance, accounting, analytics experience.
- Active CA Life/Health license preferred.
- EPIC experience a plus!
- Proficiency in Microsoft Office (Word, Excel, PowerPoint).
- Strong written and verbal communication skills.
- Strong project management and organizational skills with the ability to manage multiple concurrent deadlines independently.
…
Direct Hire
Commercial Lines CSR Assistant needed for an Insurance Agency located near La Mesa, CA.
HOURS: Monday – Friday; 8:00 am – 4:30 pm
DURATION: Direct Hire
WORKPLACE: In office preferred. A Hybrid schedule will be considered.
PAY: Depending on experience, position can pay $55,000 - $72,000 per year.
BENEFITS: This client offers a full comprehensive benefits package
Job Duties will include but are not limited to:
The ideal candidate will be responsible for providing essential support to the commercial lines department, ensuring accuracy and efficiency in daily tasks. This position requires strong multitasking skills, excellent communication, and the ability to work in a fast-paced environment.
Requirements:
…
HOURS: Monday – Friday; 8:00 am – 4:30 pm
DURATION: Direct Hire
WORKPLACE: In office preferred. A Hybrid schedule will be considered.
PAY: Depending on experience, position can pay $55,000 - $72,000 per year.
BENEFITS: This client offers a full comprehensive benefits package
Job Duties will include but are not limited to:
The ideal candidate will be responsible for providing essential support to the commercial lines department, ensuring accuracy and efficiency in daily tasks. This position requires strong multitasking skills, excellent communication, and the ability to work in a fast-paced environment.
- Processing Certificates of Insurance – Handle a high volume of certificates, ensuring they are processed same day or within 24 hours.
- Evidences of Insurance – Prepare and distribute evidences of insurance accurately and in a timely manner.
- Billing Assistance – Address and resolve direct bill inquiries from clients and carriers.
- Endorsements – Process policy changes, ensuring accuracy and compliance with client and carrier requirements.
- Pre-Renewal Letters – Responsible for preparing and distributing pre-renewal correspondence.
- Claims Assistance – Support the claims process by gathering necessary documentation and providing updates to clients as needed.
- Other tasks as requested and needed.
Requirements:
- Minimum two years’ experience recently working as a Commercial Assistant, working within an independent agency environment.
- The qualified candidate must hold an active CA Property/Casualty license.
- Must know EPIC and be at an intermediate to advanced level with the software. Two years recent experience.
- Proficient with Microsoft Word, and Outlook.
- Clear written and communication skills. Must be comfortable speaking on the phone.
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Direct Hire
Employee Benefits Account Executive needed for an Insurance Agency in Schaumburg, IL
Under the direction of the Vice President, the Account Executive interfaces with an assigned list of accounts and acquires new accounts involving the Company’s portfolio of products (i.e., life, medical, dental, disability or other types of insurance.) This individual oversees insurance accounts and is required to retain the clients’ business; give audience to existing clients; advise them on the status and requirements of their insurance accounts; and get to know their needs and provide solutions that are appropriate.
Job Duties can include, but are not limited to:
The Account Executive needs to be comfortable with various types of funding to include FF, LF, SF and captive experience is a plus!
The book will be small to start, with room to accept new clients. Typically, account leads have books of 15-20 high-touch groups. If the groups are large and complex, the number of accounts might be reduced accordingly.
To be successful in the role, you should meet the following requirements:
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Under the direction of the Vice President, the Account Executive interfaces with an assigned list of accounts and acquires new accounts involving the Company’s portfolio of products (i.e., life, medical, dental, disability or other types of insurance.) This individual oversees insurance accounts and is required to retain the clients’ business; give audience to existing clients; advise them on the status and requirements of their insurance accounts; and get to know their needs and provide solutions that are appropriate.
- HOURS: Full-Time Hours, Monday to Friday
- DURATION: Direct Hire
- WORKSITE: Hybrid schedule offered. MUST RESIDE in or near the Schaumburg area!
- Will be required to be in office one or two times a month, however, the AE needs to be available and willing to come in as needed.
- To start, it is strongly suggested the AE report to the office once or twice a week as to build internal relationships with the team!
- This role also requires TRAVEL – up to 25% regional travel in this role.
- PAY: $115,000 - $150,000, depending on experience.
- ???????To qualify for $125k - $150k, the qualified candidate will need to have 15+ years of Account Executive experience, a strong skill set in an AE role, and stable job history (meaning 3+ years at current/past jobs).
- BENEFITS: As a valued member of the team, this client offers a comprehensive benefits package, including:
- 4 medical options, including PPO/HSA with Anthem Blue Cross and HSA with sterling HSA
- Employer annual contribution to HSA: $1000 single/$2000 family (pro-rated)
- Employee contribution for Medical, Dental, and Vision: 18% for employee only, 35% of dependent premium
- Dental: Principal POS plan with $2000 max coverage
- Life/AD&D: Flat $20,000 coverage
- Voluntary Life: Up to $300,000 coverage
- Vision coverage
- LTD: 60% up to $6000 monthly benefit
- Voluntary benefits available with AFLAC: Cancer, Accident, Critical illness, Hospital, and more
- 401k with employer matching (eligibility after 1 year of employment)
Job Duties can include, but are not limited to:
The Account Executive needs to be comfortable with various types of funding to include FF, LF, SF and captive experience is a plus!
The book will be small to start, with room to accept new clients. Typically, account leads have books of 15-20 high-touch groups. If the groups are large and complex, the number of accounts might be reduced accordingly.
- Relationship management of client.
- Proactive development and execution of client benefit strategy and annual renewal cycle.
- Knowledge of self-funded medical insurance and ASO, including negotiating stop loss, claims utilization review, and analyzing claims data to recommend cost-containment measures.
- Proficient understanding of compliance (ACA, ERISA, HIPAA), benchmarking, renewal & marketing (RFP), reporting & analytics, and able to independently perform these functions and explain to client.
- Responsible for the marketing process which includes obtaining client census, submitting RFP, and evaluating quotes in preparing renewal proposal and recommendations for clients.
- Communicate due dates, timelines and expectations to clients and partners with respect to annual renewal process as well as compliance requirements.
- Ability to independently lead client meetings and presentations.
- Coordinates onboarding of new clients.
- Strong knowledge of and relationships with vendors.
- Delegates tasks, training, and onboarding as appropriate.
- Monitors and recommends opportunities for client revenue enhancement.
- Recommend or initiate actions to service the client effectively and proactively.
- Identify, plan, and develop methods and procedures to obtain greater efficiency and effectiveness of client benefit programs.
- Develop sales or cross-selling opportunities with current clients.
- Special projects as assigned which may include client presentations, functions, and meetings.
- Update and maintain client benefits admin portal at renewal and throughout the year as needed.
- Builds and maintains solid relationships with existing clients by providing exceptional ongoing services and care.
- Maintain accurate client and policy data and documents.
- Acts as a liaison between carriers and vendors and communicates accurate details relating to benefits program in a timely manner.
- Coordinate and attend open enrollment meetings as necessary.
- Participate in market meetings, seminars and training programs as directed.
- Expected to have regular client contact as established by the service checklist and renewal timeline.
- Client contact will include all methods including email, telephone, and in-person as needed.
- Assist in new business opportunities and developing retention strategies for existing clients by working collaboratively with Client Executive Team.
- Ability to guide and mentor junior-level staff to grow within the team.
- Sharing market expertise with clients and keep them well-informed of compliance related issues and new benefit offerings on the market.
- Takes full accountability of client and ensures proper communication and satisfaction at all levels (e.g., HR contact, executives, and any expat decision-makers).
To be successful in the role, you should meet the following requirements:
- Bachelor’s degree from four-year college or university, or equivalent work experience.
- Minimum of five or more years of recent employee benefits-related experience within an independent agency environment.
- Proficient with MS Office Suite.
- Strong mathematical and analytical skills.
- Ability to maintain a high level of confidentiality.
- Excellent verbal and written communication skills.
- Ability to work independently and make accurate decisions and demonstrate good judgement.
- Detail oriented with excellent organizational and time/project management skills.
- Must hold an active IL Life/Accident and Health Insurance Agent License.
- Must understand basic underwriting principles, the mechanics of self-funded plans and PBMs.
- This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.
- Maintain positive working relationships and clear communication with co-workers, clients, and insurance carriers.
- Must be available for offsite meetings with clients including travel to out-of-state locations as needed.
- Need to be able and willing to support the Business Development team when going after new prospects on the Employee Benefits side (new biz commission eligible).
- Must be willing and able to make decisions, do your own renewal presentations, guide clients, not just present options. The AM/AE leads work with producers, not “under” them. Need to be a decision-maker and can take the initiative to talk clients through things.
- Need to have compliance knowledge and help clients stay up to date.
- Must have a sense of urgency and stay on top of deadlines.
- Quick response to clients is required, even if still working on something for them, give them an update.
- Must be detail oriented! For example, look at the margins and font sizes of the documents before sending them out, cc the relevant parties, etc.
- Working from home requires keeping the same work hours and being available to your team and clients. Must be ready to start work at your scheduled time and be presentable and ready for Teams calls, etc.
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Direct Hire
Employee Benefits CSR needed for a Benefits Insurance Agency located in Mission Valley, CA
Duties can include, but are not limited to:
Requirements:
- HOURS: 08:00 am – 05:00 pm.
- DURATION: Direct Hire.
- WORKPLACE: In office only.
- PAY: $58,000 - $65,000 (non-exempt) + bonus potential
- BENEFITS: This client offers a full comprehensive benefits package to include Medical, Dental, Vision (100% paid by the employer). Simple IRA is offered and more!
Duties can include, but are not limited to:
- Customer Service, correspondence with clients and insurance companies and other support as needed for producers.
- Assist with Health plans for incoming prospects/current clients and referrals; Health, Dental, Vision, Life, etc.
- Assist in the submission of applications to underwriting, follow up with insurance companies to check on status and customer service on existing policies.
- Maintain database, logs and other correspondence with accuracy.
- Research claims, underwriting follow-up and other customer service issues.
- Other duties as required and requested.
Requirements:
- Minimum of 2 years’ recent experience working in the health / benefits insurance field.
- The qualified candidate must hold an active CA Life/Health license.
- Proficient with Microsoft Excel, Word, and Outlook.
- Have experience with major carriers (example: Anthem, Sharp, etc.)
- Possess professional phone/customer service skills.
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