Commercial Lines Trucking/Transportation Account Manager
Temporary
Temporary
Work Location:
Fully Remote
Job ID:
8100
Job Description
Commercial Lines Trucking/Transportation Account Manager needed for an Insurance Agency located in San Diego! REMOTE!
• HOURS: Monday – Friday; 8 am – 4:30 pm or 5 pm
• DURATION: Temporary; start in early to mid-August to approximately November 2026.
• WORKPLACE: 100% Remote work offered. Must reside in California.
• BENEFITS:
Job Duties will include, but are not limited to:
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 required.
• You must be able to use a keyboard and other office equipment.
• HOURS: Monday – Friday; 8 am – 4:30 pm or 5 pm
• DURATION: Temporary; start in early to mid-August to approximately November 2026.
• WORKPLACE: 100% Remote work offered. Must reside in California.
- If you prefer to work in-office or a hybrid schedule, and you live in the San Diego area, there is that option.
- In-office training may be required.
• BENEFITS:
Job Duties will include, but are not limited to:
- Independently service a designated book of business of middle – large market complex clients for one or more producers.
- Meet regularly with Producers to update, advise, and inform.
- Analyze and compare current exposures to develop renewal or new business marketing strategies.
- Manage the marketing process, negotiate rates, and review quotes and coverages for competitiveness and accuracy.
- Pursue opportunities to round out existing client insurance programs with additional and/or increased lines of coverage.
- Review and summarize marketing results, prepare proposals, and bind coverage with carriers.
- Participate and/or support in presenting to clients and key decision makers.
- Respond to client inquiries, address underwriting questions, providing professional and timely communications with clients, colleagues, and carriers.
- Perform contract reviews for insurance requirements and advise clients of coverage needs and issue proofs of insurance.
- Prepare summary of Insurance for renewal or mid-term reviews.
- Participate in client claims reviews, consult, and follow up on related claims and coverage matters as needed.
- Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written format.
- Ability to present complicated information to a variety of interest groups in a clear and unambiguous way.
- Accountable for retention and proper handling of expiration list and renewals.
- Handling financial aspects of an account timely and accurately - including invoicing and corrections, responding to client accounting questions, accounting department inquiries, and following up with clients on receivables.
- Has a deep understanding of the P&C marketplace and is able to underwrite and market accounts providing competitive insurance solutions to our clients.
- Maintain confidentiality in review of client's financial documents to include financials, credit information, business plans and contracts.
- Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance.
- Perform other responsibilities and duties as needed.
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 required.
• You must be able to use a keyboard and other office equipment.
- Regular and consistent attendance as defined per Company policy.
- Work is performed in a typical interior/office work environment.
- Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
- May be required to stand for extended periods of time.
- Must possess effective communication and listening skills such that complicated information can be communicated in a straight-forward manner that the listener can understand, as well as paraphrasing and questioning to gain a complete understanding of the speakers concerns and goals.
- Ability to prioritize, multi-task, set goals and meet deadlines.
- Must be a team player that possesses strong customer service and problem-solving skills.
- Must have a professional demeanor, be detail oriented, organized, highly ethical and have a positive attitude.
- Legal residents of California only. Visa Sponsorship not available. W2 only.
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.
About San Diego, CA
Ready to embark on an exciting career journey in sunny Southern California? Explore our job opportunities in the thriving city of San Diego! Known for its stunning beaches, perfect weather, and vibrant culture, San Diego offers a unique combination of career growth and quality of life. With renowned attractions like Balboa Park, the San Diego Zoo, and the USS Midway Museum, along with a diverse culinary scene and a plethora of art galleries and theaters like the La Jolla Playhouse, there's always something new to experience. Whether you're a sports enthusiast looking to cheer for the Padres at Petco Park or seeking outdoor adventures at Torrey Pines State Natural Reserve, San Diego has something for everyone. Begin your job search today and discover why this picturesque city is the perfect place to elevate your career!