Commercial Lines Account Manager
Job Description
The Commercial Account Manager handles small business accounts and also works with 3 other Account Managers with overflow work (e.g., submissions, proposals, and other higher-level service requests), as well as provides backup for Account Managers who are out on PTO. This person would also manage the House Accounts.
- HOURS: Monday – Friday, 8:30 am – 5:30 pm
- DURATION: Direct Hire
- WORKPLACE: In office
- PAY: Depending on experience, $75,000 - $100,000 per year. (Candidate must have a minimum of 3 years of current Commercial Lines Account Manager experience to qualify for $85k-$100k base salary range.)
- BENEFITS: This client offers a full comprehensive benefits package
-Prepare Acord applications and submissions
-Marketing including pre-qualifying new business
-Prepare proposals
-Bind renewals and New Business as required
-Pre-Renewal information to existing clients
-Policy review and processing
-Review insurance requirements for client contracts
-Review and resolve certificate deficiencies
-Manage Non-Service Center House Account renewals
-Assist Account Manager with reporting claims
-Create Premium Finance Agreements for clients
-Complete other tasks as directed by Management
REQUIREMENTS:
-The qualified candidate must have recent experience working as an Assistant Commercial Account Manager or Commercial Lines Account Manager, minimum three years, in an independent agency environment.
-Must hold an active CA Property and Casualty license.
-EPIC is preferred but not required.
-Good written and oral communication skills.
-Self-motivated, self-disciplined, and self-confident.
Meet Your Recruiter
Account Manager
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.