COMMERCIAL LINES ASSISTANT ACCOUNT MANAGER
Job Description
- HOURS: 8 am – 5 pm
- DURATION: Direct Hire
- WORKPLACE: In office. A hybrid work schedule may be considered based on experience level and training requirements.
- PAY: Depending on experience, the position can pay $66,500.00 - $72,800.00. This is a non-exempt role which means is pays hourly.
- BENEFITS: This client offers a full comprehensive benefits package.
The Assistant Account Manager will be assisting several account managers. After training, the Assistant Account Manager will then be assigned to assisting one Account Manager.
Risks working with will include construction, manufacturers, distributors, property, habitational, restaurants, and more.
Duties can include, but are not limited to:
- Change requests
- Endorsements
- Renewals
- New Policies
- Policy Review
- Review policy, confirm insured has forms required for operations & Certificates on file
- Assist insureds with requests: review policies, coverages, changes, quotes.
- Assist Account Managers as needed with servicing, reaching out to clients and/or carriers.
- Market/Quote renewals as needed via carrier portals or application submissions.
- Work with Account Manager to provide insured with renewal quotes and bind coverage.
Requirements:
- Minimum of 3-5 years’ experience recently working as a CL Assistant Account Manager, or CL Customer Service Rep (CSR), 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 needed – intermediate t advanced level.
- Must have clear verbal and written communication skills.
- Must be able to multi-task and be detail oriented.
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.