Sr. Personal Lines Account Manager, HNW - Hybrid/Remote
Job Description
This agency has been Recognized as a Top Workplaces USA Award winner!
• HOURS: Full-Time Hours, Mon-Fri, 8:00am-5:00pm
• WORKSITE: A Hybrid schedule is preferred (1 - 2 days in office; Encino area)
• DURATION: Direct Hire
• PAY: $80,000 - $100,000 per year, depending on experience.
- To qualify for $90k - $100k the candidate must have recent experience, 10 years minimum, working as a Personal Lines AM, working with HNW clients, have advanced skills using EPIC and MS Office and stable job history.
Responsibilities:
The Personal Lines Senior Account Manager manages client relationships and ensures the delivery of high-quality service.
Responsibilities include overseeing client service and communication at an advanced level, mentoring team of account managers and assistants, and managing complex insurance policy processes such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. Responsible for strategic planning and execution to meet client needs effectively. Additionally, the Senior Account Manager may serve as a key liaison between clients, underwriters, and internal teams, ensuring seamless communication and collaboration.
- Manage your assigned book of business, including but not limited to maintaining accurate records in the agency management system, reviewing and binding renewals, remarketing with admitted and surplus carriers as necessary, quoting and binding additional lines of business as customer needs arise, increasing account retention, and identifying round-out opportunities.
- Work closely with individuals to make sure their assets and resources are protected.
- Maintains a high degree of technical competence and industry/market expertise.
- Work effectively with underwriters/carrier partners to proactively find creative solutions for customer needs.
- Monitor the expiration, past due renewal, and A/R reports for your book of business to ensure timely and accurate servicing.
- Create and distribute client invoicing for agency bill new business, renewals, and premium-bearing endorsement transactions, and collect outstanding balances due.
- Assist with facilitation of client claims processes as needed.
- Monitor performance to ensure productivity, efficiency, quality, and service standards are met, recommending corrective actions to operations management staff when appropriate.
- Assists with new hire and ongoing training.
Requirements:
• Recent Independent Agency experience, minimum 5 years’, recently working as a Personal Lines AM, working with HNW clients.
• Active CA P&C License.
• Strong Customer Service Skills.
• Must be computer savvy! Paperless environment.
• Applied EPIC is mandatory.
• Must be organized.
• Outstanding verbal/written communication skills.
• High School Diploma (or equivalent)
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.