Nancy Thai

Nancy Thai

Account Manager

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About Nancy

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.

Open Positions

La Mesa, CA
0
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.
  • 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.

 …
Schaumburg, IL
0
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.

 
  • 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.

 …
Summit, NJ
0
Direct Hire
A Contracting Integration Specialist is needed for our client located in New Jersey! They are a premier distributor of life, annuity, long-term care, and securities-based insurance products serving financial professionals nationwide.

This role will be responsible for coordinating and managing the end-to-end transition of distribution agreements from newly acquired entities under the parent company’s contract. The Contract Integration Specialist will oversee contract assignments, entity updates, and re-executions while working with with internal departments and external partners to ensure seamless integration, compliance, and operational efficiency throughout the acquisition process.

HOURS: Full-Time
DURATION: Direct Hire
WORKPLACE: 100% remote in the United States. May require occasional travel to corporate locations and collaboration across multiple time zones.
PAY: $65,000 to $80,000 base salary depending on experience
BENEFITS: Full comprehensive benefits package including medical, dental, vision, and PTO.

Responsibilities:
Manage the end-to-end transition of distribution agreements for newly acquired entities
Work as the primary point of contact for contract conversions and upline changes
Develop and maintain project plans, timelines, and implementation checklists for each acquisition
Track large volumes of contracts through assignment, entity updates, and re-execution stages
Coordinate with internal departments including Operations, Legal, Compliance, Sales, and Licensing
Partner with external stakeholders, including carriers, producers, and acquisition partners
Ensure accurate and complete contract documentation within Salesforce
Maintain dashboards, trackers, and status reports related to contract integration progress
Support post-integration audits and reviews to confirm contract accuracy and completeness
Recommend and implement process improvements for future acquisition integrations


Qualifications:
Bachelor’s degree preferred
Minimum 3+ years of experience in project coordination, insurance operations, contract administration in life insurance industry is required
Experience with post-acquisition integration or high-volume operational workflows strongly preferred
Strong project management and organizational skills
Exceptional attention to detail with the ability to manage large volumes of contracts and documentation
Excellent verbal and written communication skills
Ability to collaborate effectively across multiple departments and stakeholders
Advanced proficiency in Microsoft Excel, Salesforce, and project management platforms such as Monday.com
Life insurance industry experience strongly preferred
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Walnut Creek, CA
0
Direct Hire
Commercial Lines Insurance Account Manager needed for a California-based Insurance Agency! REMOTE!  

The qualified Account Manager must be able to manage a $ 1M-$1.5 M book of revenue.

• Agricultural (Ag)

• Property
• Food Manufacturing
• Hospitality
(The Account Manager will share an Assistant)
 
  • HOURS: 8:00 am – 5:00 pm
  • DURATION: Direct Hire
  • WORKPLACE: Open to 100% Remote. Must reside in California
  • PAY: $70,000 - $90,000 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 (the Producer likes to be involved in this process) 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 4 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 mandatory! Intermediate to Advanced level! 
  • Proficient with Microsoft Excel, Word, and Outlook.
  • Clear and written communication skills.
Manhattan Beach, CA
0
Direct Hire
Commercial Lines CSR needed for a small, family-owned Insurance Agency located in the Manhattan Beach, CA.

The CSR will complete applications, submit to carriers, process endorsements, and handle other policy service requests. This role will report directly to the agency owner and assist with their tasks and clients as needed. Office perks include a supportive and close-knit team, meaningful work, and a very friendly dog-friendly environment, with two dogs in the office.

HOURS: Full-time hours, Monday–Friday. Flexible start times of 6:00 am, 7:00 am, 8:00 am, or 9:00 am (8-hours workdays)
DURATION: Direct Hire
WORKPLACE: In office only (no employee parking; street parking only)
PAY: $60,000 – $65,00 base salary, depending on experience, with bonus potential
BENEFITS: This client offers a portion toward the benefit plan

Job duties can include but are not limited to:
Assist insureds with all aspects of the day-to-day needs of commercial lines clients. The CSR will work with a wide variety of insurance carriers and wholesalers, securing new business policies, reviewing renewals, processing policy changes, and providing routine service.
Properly document and maintain the client database as required.
Recognize priority tasks and work with brokers to ensure they are completed within required timeframes.

Requirements:
Minimum of 1-2 years of recent experience working as a Commercial Lines CSR for an independent agency or direct writer.
Active California Property & Casualty license required.
Proficient with Microsoft Excel, Word, and Outlook.
HawkSoft experience is a plus but not required.
Team-oriented mindset and desire to be part of a collaborative environment.
Excellent customer service skills.
Detail-oriented with strong organizational skills.
Ability to multitask in a deadline-driven environment.
Excellent written and verbal communication skills.
Phoenix, AZ
0
Direct Hire (DH)
Senior Property Underwriter – Immediate opening, Direct-Hire
San Diego based MGU is looking for a Senior Underwriter with Homeowner Property experience to join their growing team, offering REMOTE status if you reside near Phoenix, AZ.  Minimum 8 years’ recent Personal Property experience required.
  • DURATION:  Direct Hire
  • WORKPLACE:  Remote (must reside in Phoenix area)
  • HOURS:  Monday-Friday 8:00AM-5:00PM
  • PAY:  $75K - $100K per year, depending on experience
  • BENEFITS:  This client offers a comprehensive benefits package: medical/dental/vision/life insurance, 401K, PTO, PST, paid holidays

Job Duties will include, but are not limited to:
  • Train and assist Underwriting Teams in review of submissions and coverage nuances
  • Supervise and assist with audits of Underwriters and Underwriting Assistants
  • Review and approve new submissions for acceptability - including more challenging submissions received daily/weekly
  • Review and approve requests for endorsement, cancellations, and reinstatements - including more challenging requests received daily/weekly
  • Oversee and approve physical inspection process, along with management team input
  • Keep accurate documentation of all policies/quotes in purview
  • Effectively communicate company standards, underwriting appetite, guidelines, and requirements to retail brokers as well as Underwriting Teams
  • Process various personal lines property requests from carrier partners and producers
  • Primary Lead for training of Underwriters and Underwriting Assistants
  • Approve exceptions to the Underwriting Guidelines on a case-by-case basis, along with management team input
  • Occasional travel to key producers and/or attend industry events
  • Potential for refining current programs, as well as assist to develop new complimentary property programs in the future
  • Potential to grow into supervisory/managerial role as these areas define
Requirements include, but are not limited to:
  • Minimum of 8 years’ recent experience in Personal Property lines (homeowners), including strong understanding of Underwriting guidelines
  • Ability to answer broker inquiries, explain coverage for various programs and underwriting concepts
  • Strong computer proficiency, including MS Office and Adobe Acrobat, and ability to learn proprietary software effectively
  • Ability to follow rules/protocols within the underwriting realm and in harmony with company standards in general
  • Must be organized, detail-oriented, able to complete tasks and documentation accurately and on-time
  • Excellent written and oral communication skills, including ability to compose professional correspondence
  • Able to effectively instruct and assist other Underwriters and Assistants, work well in a team-environment
  • Ability to show patience within team, with producer clients and vendor partners, and display a "can do attitude"
  • Strong problem-solving skills; pro-active in finding solutions
  • High School diploma (or equivalency) required
  • Must be able to successfully pass Background check and Drug screen requirements
  • May be required to stand and/or sit in a stationary period for extended periods of time
  • Verifiable references from recent employment
  • Legal residents of Arizona only. Visa Sponsorship Not Available, W2 only.
San Diego, CA
0
Direct Hire
Employee Benefits Account Manager needed for an Insurance Agency located in Mission Valley, CA
 
  • HOURS: Monday – Friday, 08:00 am – 05:00 pm
  • DURATION:  Direct Hire
  • WORKPLACE:  Hybrid Remote – 3 days in office.
  • PAY:  This position can pay up to $100,000, or more, per year, depending on experience.
  • BENEFITS:  This client offers a full comprehensive benefits package.

Job Duties will include, but are not limited to:
The Account manager will be managing a $1 mil book, in premium.
Large group; 10 – 15 groups. Mid-market.
  • Servicing, marketing, and renewals relatively balanced.
  • Onboarding new accounts as they come in
  • Assist with marketing efforts.
  • May lead mid-sized renewals independently (case dependent).
  • Larger accounts include Account Executive involvement.


Requirements:
  • Minimum of 3 – 4 years’ experience, recently working as an Employee Benefits Account Manager, working within an independent agency environment.
  • The qualified candidate must hold an active CA Life and Health license.
  • Proficient with Microsoft Excel (to include Pivot Tables and V-look-up), Word, and Outlook.
  • EPIC experience a plus.
San Diego, CA
0
Direct Hire
Benefits CSR  needed for a Benefits Insurance Agency located in Mission Valley, CA

 
  • HOURS: 08:00 am – 05:00 pm.
  • DURATION: Direct Hire.
  • WORKPLACE:  In office only.
  • PAY: $50,000 - $58,000 + 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.
Los Angeles, CA
0
Direct Hire
Safety & Risk Management Consultant needed for a Risk Management organization – Remote (California).

This role will be responsible for providing safety, risk, and loss control consultation services to clients of varying sizes and industries. The Consultant will assess client operations, identify hazards, and develop customized safety and risk prevention programs while implementing effective risk mitigation strategies. This is a fully remote position within California with required travel to client sites.

HOURS: Full-Time, 8:00 AM – 5:30 PM
DURATION: Direct Hire
WORKPLACE: Fully remote within CA. Must reside in CA. Preferred locations near major airports (Los Angeles, Bay Area, Central Valley, Sacramento). Travel required, including overnight travel approximately 3–4 times per month. Exposure to office, manufacturing, and construction environments.
PAY: $100,000 – $120,000 per year + variable compensation, depending on experience
BENEFITS: Full comprehensive benefits package including medical, dental, PTO, and professional development resources


Responsibilities:
Provide onsite and virtual safety, risk, and loss control consulting services
Assess client operations, identify hazards, and recommend risk mitigation strategies
Develop and implement customized safety programs and procedures
Conduct loss control surveys (onsite and virtual)
Perform root cause analysis and loss prevention reviews
Create action plans and evaluate effectiveness of client safety programs
Communicate with business owners, executives, HR, operations, and finance teams
Conduct training on workplace safety, injury prevention, and compliance
Review safety programs for compliance and effectiveness
Develop recommendations and assist clients with implementation of safety improvements


Qualifications:
High School Diploma or GED required
Minimum 5+ years of experience as a Loss Control Consultant or related role
Strong background in safety, risk management, and regulatory compliance
Safety certifications such as COSS, COHST, ARM, CRM, ALCM, CSHCO, CCSHCO, ASP, CSP, or equivalent required
???????Ability to read, write, and speak Spanish is required
Experience with workers’ compensation, general liability, and risk control practices preferred
Strong communication, analytical, and organizational skills
Proficiency in MS Office, internet research, and AI tools
Valid driver’s license and reliable transportation required
Prospect Park, PA
0
Direct Hire
Safety & Risk Management Consultant needed for a Risk Management organization – Remote (Philadelphia).

This role will be responsible for providing safety, risk, and loss control consultation services to clients of varying sizes and industries. The Consultant will assess client operations, identify hazards, and develop customized safety and risk prevention programs while implementing effective risk mitigation strategies. 

HOURS: Full-Time, 8:00 AM – 5:30 PM
DURATION: Direct Hire
WORKPLACE: Fully remote! Must reside in PA. Must live near Philadelphia Airport. Travel required, including overnight travel approximately 3–4 times per month. Exposure to office, manufacturing, and construction environments.
PAY: $85,000 – $100,000 per year + variable compensation, depending on experience
BENEFITS: Full comprehensive benefits package including medical, dental, PTO, and professional development resources

Responsibilities:
Provide onsite and virtual safety, risk, and loss control consulting services
Assess client operations, identify hazards, and recommend risk mitigation strategies
Develop and implement customized safety programs and procedures
Conduct loss control surveys (onsite and virtual)
Perform root cause analysis and loss prevention reviews
Create action plans and evaluate effectiveness of client safety programs
Communicate with business owners, executives, HR, operations, and finance teams
Conduct training on workplace safety, injury prevention, and compliance
Review safety programs for compliance and effectiveness
Develop recommendations and assist clients with implementation of safety improvements

Qualifications:
High School Diploma or GED required
Minimum 5+ years of experience as a Loss Control Consultant or related role
Strong background in safety, risk management, and regulatory compliance
Safety certifications such as COSS, COHST, ARM, CRM, ALCM, CSHCO, CCSHCO, ASP, CSP, or equivalent required
Ability to read, write, and speak Spanish is required
Experience with workers’ compensation, general liability, and risk control practices preferred
Strong communication, analytical, and organizational skills
Proficiency in MS Office, internet research, and AI tools
Valid driver’s license and reliable transportation required…
Carteret, NJ
0
Direct Hire
Safety & Risk Management Consultant needed for a Risk Management organization – Remote (New Jersey).

This role will be responsible for providing safety, risk, and loss control consultation services to clients of varying sizes and industries. The Consultant will assess client operations, identify hazards, and develop customized safety and risk prevention programs while implementing effective risk mitigation strategies. 

HOURS: Full-Time, 8:00 AM – 5:30 PM
DURATION: Direct Hire
WORKPLACE: Fully remote! Must reside in NJ. Must live near Newark Airport. Travel required, including overnight travel approximately 3–4 times per month. Exposure to office, manufacturing, and construction environments.
PAY: $85,000 – $100,000 per year + variable compensation, depending on experience
BENEFITS: Full comprehensive benefits package including medical, dental, PTO, and professional development resources

Responsibilities:
Provide onsite and virtual safety, risk, and loss control consulting services
Assess client operations, identify hazards, and recommend risk mitigation strategies
Develop and implement customized safety programs and procedures
Conduct loss control surveys (onsite and virtual)
Perform root cause analysis and loss prevention reviews
Create action plans and evaluate effectiveness of client safety programs
Communicate with business owners, executives, HR, operations, and finance teams
Conduct training on workplace safety, injury prevention, and compliance
Review safety programs for compliance and effectiveness
Develop recommendations and assist clients with implementation of safety improvements

Qualifications:
High School Diploma or GED required
Minimum 5+ years of experience as a Loss Control Consultant or related role
Strong background in safety, risk management, and regulatory compliance
Safety certifications such as COSS, COHST, ARM, CRM, ALCM, CSHCO, CCSHCO, ASP, CSP, or equivalent required
Ability to read, write, and speak Spanish is required
Experience with workers’ compensation, general liability, and risk control practices preferred
Strong communication, analytical, and organizational skills
Proficiency in MS Office, internet research, and AI tools
Valid driver’s license and reliable transportation required…
San Diego, CA
0
Direct Hire
Senior Safety & Risk Management Consultant needed for a Risk Management organization – Remote (California).

This role will be responsible for providing advanced safety, risk, and loss control consultation services to clients of varying sizes and industries. The Senior Consultant will independently assess client operations, identify hazards, and develop customized safety and risk prevention programs while also mentoring team members and managing high-level client relationships. This is a fully remote position within California with significant travel to client sites.

HOURS: Full-Time, 8 am to 5 pm
DURATION: Direct Hire
WORKPLACE: Fully remote within CA. Must reside in CA! Preferred locations near major airports (Los Angeles, Bay Area, Central Valley, Sacramento). Travel required up to 50%, including overnight travel 3–4 times per month. Exposure to office, manufacturing, and construction environments.
PAY: $100,000 – $120,000 per year + variable compensation, depending on experience
BENEFITS: Full comprehensive benefits package including medical, dental, PTO, and professional development resources


Responsibilities:
Provide onsite and virtual safety, risk, and loss control consulting services
Assess client operations, identify hazards, and recommend risk mitigation strategies
Develop and implement customized safety programs and procedures
Conduct loss control surveys, root cause analysis, and loss prevention reviews
Lead client meetings and communicate with executives, HR, operations, and finance teams
Serve as a subject matter expert in safety and risk management practices
Mentor, train, and onboard consultants and team members
Manage complex client relationships and coordinate services across teams
Conduct training sessions on workplace safety, injury prevention, and compliance
Develop action plans and evaluate client progress, recommending improvements


Qualifications:
High School Diploma or GED required
Minimum 7+ years of experience as a Loss Control Consultant or related role
Strong background in safety, risk management, and regulatory compliance
Safety certifications such as COSS, COHST, ARM, CRM, ALCM, CSHCO, CCSHCO, ASP, CSP, or equivalent required

Experience with agriculture and construction is required
Strong communication, leadership, and analytical skills
Proficiency in MS Office, internet research, and AI tools
Valid driver’s license and reliable transportation required
Ability to travel up to 50% across California
Comfortable working in various environments including office, construction, and manufacturing sites
Ability to use PPE and work in varied environmental conditions
Self-motivated with strong organizational and time management skills
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