Commercial Lines Account Manager - Hybrid/Remote!
Job Description
- HOURS: 8 am to 5:30 pm
- DURATION: Direct Hire
- WORKPLACE: Hybrid schedule (3 days in-office, 2 days remote)
- PAY: Depending on experience, $100,000 – 120,000 base salary. (To qualify for 110k base salary +, candidate MUST HAVE 5 years recent commercial lines account manager experience & EPIC!)
- BENEFITS: This client offers a full comprehensive benefits package.
-Will assist 1 – 2 producers.
Job Duties can include, but are not limited to:
- Successfully complete Client Administrator duties, and backup as needed, for account servicing needs during the policy year including but not limited to: binders, certificates, evidence of property, auto ID cards, motor vehicle records, endorsements, invoicing, audits, claims, cancellations, policy checks, etc.
- Manage the new business and renewal process; review risk management surveys. Identify exposure to loss and advise client on appropriate coverages.
- Complete submissions to market new and renewal accounts to insurance carriers.
- Prepare proposals, negotiate coverage terms and pricing.
- Work with underwriters to obtain additional information from clients.
- Explain payment requirements to new and existing clients.
Requirements:
- Minimum five 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.
- Stable job history needed. Meaning 3+ years at prior jobs held.
- Proficient with Microsoft Excel, Word, and Outlook.
- EPIC experience preferred!
- Must be an effective communicator; both written and verbal.
- Have strong editing and writing skills.
- Must be organized, able to multi-task and work in a team environment.
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.