Commercial Insurance Account Executive
Job Description
With this collaborative agency, focused on client care, you’ll be the primary expert for all things Commercial Lines! This agency encourages career growth and they offer support to obtain and maintain designations.
This role will manage a book of 20 Large Accounts, and work with the Commercial Lines Department, including but not limited to:
- Primary point of contact for insureds on complex matters, pre renewal meetings, renewal correspondence, and renewal presentations
- Build and maintain relationships with carrier representative, outside vendors, internal staff, clients, and other team members
- Provide support to Producers by marketing, preparing proposals, and giving presentations to new business. Bonus offered for assistance with BORs and upselling!
- Delegate tasks to support team, stepping in when needed
- HOURS: Full-Time Hours, Monday to Friday
- DURATION: Direct Hire
- WORKSITE: This position is hybrid, with 1 day in office per week.
- Should there be an important team or client meeting, you must be open to coming in office or travelling to client's office. Travel costs covered by the agency!
- PAY: $115,000 - $135,000/Year depending on experience
- 4 medical options, including PPO/HSA with Anthem Blue Cross and HSA with sterling HSA
- Employer annual contribution to HSA: $1000 single/$2000 family (pro-rated)
- Employee contribution for Medical, Dental, and Vision: 18% for employee only, 35% of dependent premium
- Dental: Principal POS plan with $2000 max coverage
- Life/AD&D: Flat $20,000 coverage
- Voluntary Life: Up to $300,000 coverage
- Vision coverage
- LTD: 60% up to $6000 monthly benefit
- Voluntary benefits available with AFLAC: Cancer, Accident, Critical illness, Hospital, and more
- 401k with employer matching (eligibility after 1 year of employment)
To be successful in the role, you should meet the following requirements:
- Minimum of 7 years working as an Account Manager or Executive, on Commercial Insurance within an independent agency working with generalized risks and lines of coverage including General Liability, Workers' Comp, CL Auto, Professional Liability, etc.
- Experience with large, complex accounts, minimum of $250,000 in annual premium!
- Experienced with preparing proposals, contract review, marketing, giving presentations, negotiations with underwriting
- Proficiency with AMS 360 & Image Right preferred
- Intermediate - Advanced MS Office Suite required
- Current CA P&C License
- Ability to assist and mentor others. This agency cares about the growth of all of their staff, and there's opportunity to move into a leadership role, so willingness to help others is essential.
- This role may require periodic travel to client and carrier meetings, as well as industry events.
- Visa sponsorship is not available. W2 only
Meet Your Recruiter
Julie Brown
President
Julie Brown is the President of San Diego Insurance Temps, Inc., a company that she has successfully led since its inception. She oversees two divisions: SDI Staffing, which she founded in 1995, and A-Star Staffing, which was acquired in 2023. SDI Staffing specializes in placing temporary and direct hire employees in the insurance industry across California, Arizona, and Nevada. A-Star Staffing focuses on administrative, accounting, HR, and customer service roles within various industries throughout San Diego County.
Julie is a California Licensed Fire/Casualty Agent and a Certified Staffing Professional. Her professional affiliations include membership in the American Staffing Association (ASA), California Staffing Professionals, the San Diego Association of Insurance Professionals (SDAIP), and PWI San Diego. She has served in numerous roles, including President, within these organizations. Additionally, she is an active member of the Independent Agents and Brokers of both Orange County and San Diego. Notably, she was the first Associate Member on the board of the Independent Insurance Agents and Brokers of San Diego (IIAB San Diego). Julie is also dedicated to education, teaching insurance and personal development classes to clients and industry organizations.
Julie's contributions to the industry have been recognized with numerous awards. These include being named among the Elite Women in Insurance in 2022 by Insurance Business America, receiving the SBA’s “Women-Owned Business of the Year for San Diego and Imperial Counties,” and being honored with the “Employer of the Year” award by the San Diego Workforce Partnership. She has also been recognized with the “Women Who Mean Business” Award from the San Diego Business Journal, “Insurance Woman of the Year” by PWI, “Associate Member of the Year” by the Independent Brokers & Agents of San Diego, and “Insurance Professional of the Year” by SDAIP. Additionally, she received the Career Sponsorship Award from the OPT Program at Grossmont College for her commitment to educating young people about the insurance industry.
Before founding San Diego Insurance Temps, Inc., Julie spent over 12 years working in the insurance industry at both carrier and agency levels in Southern California and North Carolina. Her roles ranged from sales and customer service in personal and commercial lines to operations management, giving her comprehensive industry knowledge.
Julie holds a Bachelor of Arts degree in Sociology with a minor in Economics from the University of California, San Diego. A San Diego native, she is married with two married children and enjoys crochet, camping, and reading in her spare time. During race season, she can often be found at the race track, where her son and son-in-law compete in 600 Midgets or dwarf cars.