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 SDI Staffing. She started SDIS in 1995 and specializes in placing temporary and direct-hire employees throughout Southern California for the insurance and financial services industries. Julie is a California Licensed Fire/Casualty Agent and a Certified Staffing Professional. She is a member of the American Staffing Association (ASA) and California Staffing Professionals. She is the past president and current treasurer of the San Diego Chapter of California Staffing Professionals and is the director for the San Diego Chapter on the state board. She is active in San Diego Insurance Women and PWI, where she has served numerous roles including president. She actively participates as a member of the Independent Brokers and Agents of San Diego, and the Risk Insurance Management Society (RIMS) San Diego Chapter. In 2008, Julie was asked to join the steering committee of the San Diego Chapter of the Insurance Industry Charitable Foundation (IICF). She also teaches insurance and personal development classes to clients and industry organizations.She has been recognized with numerous awards, including SBA’s “Women Owned Business of the Year for San Diego and Imperial Counties,” “Employer of the Year” by the San Diego Workforce Partnership, “Women Who Mean Business” Award from the San Diego Business Journal, “Insurance Woman of the Year” from PWI, “Associate Member of the Year” by the Independent Brokers & Agents of San Diego, and the Career Sponsorship Award by the OPT Program at Grossmont College for her dedication to educate young people about the insurance industry.
Prior to founding SDI Staffing, Julie spent more than 12 years in insurance both at carrier and agency level in Southern California and North Carolina. From sales and customer service in both personal and commercial lines, to operations manager, Julie learned the insurance industry.
She is a native of San Diego, married with two children, a daughter and a son, and enjoys camping, reading, and attending her kid’s athletic events. She has a Bachelor of Arts degree in Sociology and a minor in Economics from the University of California at San Diego. During race season she can be found every other weekend at Barona Speedway watching her son and husband racing dwarf cars.