Commercial Lines Account Manager/Floater for Small Business - HYBRID!

San Diego, CA 92108

Employment Type: Direct Hire Job Category: Commercial Lines Job Number: 7548

Job Description

Commercial Lines Account Manager/Floater for Small Business, needed for an insurance agency located in Central San Diego – HYBRID!
  • HOURS: Full-time, Mon-Fri, 08:00 am – 04:30 pm
    • Hybrid role offered; Mondays and Fridays working from home. After in-office training is completed.  
  • DURATION: Direct Hire
  • PAY: $65,000- $75,000 per year, depending on experience.
  • BENEFITS: This client offers a full comprehensive benefits package.
Job Duties can include, but are not limited to:
  • Must hold an active CA Property and Casualty license.
  • Work independently with all Small Business Clients
  • Work with other Client Managers and Client Coordinators
  • Educate clients about coverage, exclusions, and exposures
  • Help clients make appropriate coverage changes
  • Assists in or designs insurance plans for clients
  • Participate in client meetings as needed
  • -Prepare Acord applications and submissions
  • Marketing including pre-qualifying new business
  • Analyze market quotes to verify coverage, forms, rates and competitiveness
  • Prepare proposals
  • Bind renewals and new business
  • Renew policies in Agency Management System (EPIC)
  • Policy review and processing
  • Review insurance requirements for client contracts
  • Review and resolve certificate deficiencies
  • Activity follow-up
  • Reporting claims and monitoring status until closed
  • Complete other tasks as directed by Management

  • The qualified candidate must have recent experience working as a Commercial Lines Account Manager, minimum five years, in an independent agency environment.
  • Must hold an active CA Property and Casualty license.
  • It is preferred the qualified candidate know Applied-EPIC.
  • Must understand and analyze insurance coverage, forms and policies.
  • Good written and oral communication skills.
  • Self-motivated, self-disciplined, and self-confident.

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.

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