Commercial Insurance Account Manager - Hybrid OR Remote!
Job Description
Book Focus = General
• HOURS: Full time hours; 8am-5pm or 7:30am – 4:30pm or 8:30am – 5:30pm
• WORKSITE: Hybrid Preferred: Encino, CA (1-2 days in office)
- FULL REMOTE: the qualified AM must reside in Arizona, California, Nevada, Oregon, Utah or Washington (must be willing to work Monday-Friday, 8am – 5pm PST). Must hold an active CA P&C license.
• DURATION: Direct Hire
• PAY: $85,000 - $95,000, depending on experience
• BENEFITS: This client offers a full comprehensive benefits package.
Responsibilities can include but are not limited to:
Working with 2 producers to grow their books of business, currently about 50 clients with150 policies and $9 MM premium, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, prepare submissions, negotiate coverages, and present proposals.
• Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Monitor and maintain activity/suspense to ensure timely completion.
Requirements:
• Recent Independent Agency experience, minimum 3 years’, recently working as a Commercial AM.
• Active CA P&C License.
• Applied EPIC is mandatory.
• High School Diploma (or equivalent).
• Outstanding verbal/written communication skills.
• Strong analytical, problem solving and decision making skills.
• Exceptional customer service skills.
• Excellent multi-tasking, organizational, and prioritization skills.
• Ability to perform large work volumes with high degrees of accuracy and attention to detail.
• PC proficiency, including basic knowledge of MS Office products, including Outlook, Word and Excel.
• Likes to work in a team environment.
• Self-motivated.
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.