Commercial Insurance Account Manager needed for an Insurance Agency located in Golden Triangle area
Job Description
The Account Manager will be overseeing a $7 mil book in premium. One account is half the book ($380,000 in revenue) and the rest of the book is varied risks.
There is an Assistant to assist with processing Certificates, Endorsements and Policy Checking.
Will be working with two Producers!
- HOURS: Monday - Friday, 8:00 am - 5:00 pm (1 hour lunch)
- DURATION: Direct Hire
- WORKPLACE: In office only.
- PAY: $75,000 - $95,000 per year, depending on experience.
- To qualify for $85k - $95k, the qualified candidate must have a minimum of 5 years’ recent experience working as a CL Account Manager within an independent agency environment, stable job history and a strong knowledge of EPIC.
- BENEFITS: This client offers a full comprehensive benefits package.
Job Duties will include, but are not limited to:
- Develops relationships with clients and prospects, partnering with Producer(s) to service and retain assigned client accounts.
- Assists Producer(s) in identifying and recommending appropriate coverages to clients and prospects to comfortably solicit increases in coverage or rounding out accounts at every service contact.
- Assist Producer(s) in coordinating with marketing during the marketing and quotation process, creating Summaries of Insurance and Proposals of Insurance.
- Educate clients and prospects on coverages, important exclusions, and other documentation requirements.
- Review and/or process new and renewal policies, endorsements, audits, audit assignments, cancellations, non-renewal notices, and similar documents for accuracy and communicate changes successfully to the carrier.
- Confirm all coverage is bound.
- Issue binder or obtain binders from wholesalers on behalf of customers as needed.
- Incorporate the capabilities of the Agency management system into the daily workflow.
- Assists with clients' access & utilization of the Client Portal.
- Performs timely and accurate invoicing per agency policy and procedure.
- Other duties as assigned.
Requirements:
- Minimum of 5 years’ experience recently working as a CL Account Manager, working within an independent agency environment.
- The qualified candidate must hold an active CA Property/Casualty license.
- Proficient with Microsoft Excel, Word, and Outlook.
- EPIC experience a plus.
- Must possess excellent verbal and written communication skills and enjoy working with people in a high-volume customer service environment.
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.