Commercial Lines Account Executive - REMOTE! (Must live in CA!)
Job Description
The Commercial Lines Sales Executive/ Producer will call on prospects as well as existing clients, develop relationships, discuss commercial lines coverage needs, cross sell and provide excellent client service! The Account Executive will work closely with the Small Business Unit to manage a generalized book of business, and will be building client relationships and ensuring the clients day-to-day service expectations are met.
- HOURS: 7 am – 4 pm OR 9 am – 6 pm. Other schedules available.
- DURATION: Direct Hire
- WORKSITE: This is a remote position. MUST live in California!
- PAY: $55k- $65k, plus commission.
- BENEFITS: This client offers a comprehensive benefits package including Health, Vision, and Dental
- The qualified candidate must hold an active Property and Casualty license, have strong customer service skills and recent independent agency experience, 2-5 year’s experience minimum, working in Commercial Lines Insurance as an Account Manager/Account Executive.
- Knowledge of Applied-Epic is preferred, but not mandatory.
- Knowledge and proficiency of PC applications, such as MS Office, is required.
- Experience with Microsoft Teams is preferred
- Commercial Lines Insurance designations preferred but not require.
- Experience processing endorsements, billing/invoicing, financing, reviewing and checking policies
Meet Your Recruiter
Nancy Thai
Account Manager
Since joining SDI Staffing in 2022, Nancy has demonstrated a strong aptitude for talent acquisition and client relations. She initially started as a Recruiter and has successfully transitioned into the role of an Account Manager. She has a deep passion for aiding candidates in their career journeys and takes great satisfaction in collaborating with clients to secure ideal candidates to add to their teams. Nancy's extensive knowledge in both Personal and Commercial Lines insurance, particularly with captive carriers, enables her to provide exceptional service. She works closely with clients to understand their specific needs and consistently delivers the perfect match for their offices.
In her free time, Nancy enjoys working out, trying out new restaurants, and spending time with her family.