COMMERCIAL LINES ACCOUNT MANAGER
Job Description
- HOURS: 8 am – 5 pm
- DURATION: Direct Hire
- WORKPLACE: In office only
- PAY: Depending on experience, $75k - $100k
- BENEFITS: This client offers a full comprehensive benefits package.
Job duties include, but are not limited to:
· Client Servicing
· Communicating with prospects, clients, and underwriters
· Presentation of quotes and proposals for new business and renewals
· Review policies, identify deficiencies and determine appropriate level of coverage
· Manage renewal process
· Create certificates of insurance, endorsement requests and binders
· Online rating with multiple carriers
· Completion of Acord applications
Requirements:
- Minimum of 5 years’ experience recently working as a CL Account Manager, working within an independent agency environment.
- The qualified candidate must hold an active CA Property/Casualty license.
- Proficient with Microsoft Excel, Word, and Outlook.
- EPIC experience required; intermediate to advanced level.
- Bilingual Spanish a plus.
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.