Commercial Lines Trucking/Transportation Account Manager - REMOTE!
Job Description
• HOURS: Monday – Friday; 8 am – 5 pm
• DURATION: Direct Hire
• WORKPLACE: 100% Remote work offered. Must reside in California! .
o If you prefer to work in-office or a hybrid schedule, there is that option. In-office training may be required.
• PAY: $75,000 - $100,000 per year, depending on experience.
o To qualify for $90k - $100k the qualified candidate must have ten, plus, year recent experience working as an Account Manager, within Trucking/Transportation, offer good job stability and know EPIC (intermediate to advanced level).
• BENEFITS: This client offers a full comprehensive benefits package: to include medical, dental, life insurance, 401K, PTO, telecommuting options, childcare benefits.
Job Duties will include, but are not limited to:
• Act as the main, day-to-day contact for clients in your book.
• Prepare Applications and other documents required for a submission.
• Perform Contract reviews for insurance requirements compliance.
• Prepare Certificates of Insurance, Invoices, and Finance Agreements.
• Process Endorsements, Audits.
• Analyze and compare current exposures to develop renewal or new business specifications for marketing.
• Conduct marketing, negotiate rates and review quotes and coverages for competitiveness and accuracy.
• Review and summarize marketing results and prepare proposals.
• Monitor and manage the renewal marketing and bind process, in partnership with the Producer.
• Check binders, policies, endorsements, and audits for accuracy.
• Prepare summaries and/or schedules of coverage for clients.
• Participate in the claims process, including claim submission, follow-up, and overall communication.
• Ensure financial aspects related to invoicing and premium financing are performed correctly and timely.
• Maintain files in accordance with company policy and professional standards outlined by the Department of Insurance.
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 a plus.
• You must be able to use a keyboard and other office equipment.
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.