Commercial Lines Account Manager

Carlsbad, CA 92008

Employment Type: Direct Hire Job Category: Commercial Lines Job Number: 7484

Job Description

Commercial Lines Account Manager needed for an Insurance Agency located in Carlsbad, CA. 

This agency is a generalist agency but they do focus on 5-6 verticals to include Tech/software, life science, manufacturing, Property, hospitality and Construction and construction experience would be a plus.  The Commercial Insurance Account Manager must have experience with complex account marketing and underwriting capabilities, managing a book size of $5M in premium. 

  • HOURS: Full-Time Hours, Mon-Fri, 8:00AM-5:00PM
  • DURATION: Direct Hire
  • WORKPLACE: Hybrid schedule offered. 
  • PAY: $75k - $90k per year, depending on experience. Plus bonus/commission potential. 
    • To qualify for $80k - $90k the qualified candidate must have a minimum of 5 years’ experience working as a CL Account Manager within an independent agency environment, good job stability and have extensive Marketing and Underwriting experience in P&C lines.
  • BENEFITS: This client offers a full comprehensive benefits package to include health, dental, and vision for full time employees after a 30 day probationary period. The company pays 100% of the employee's benefits and offers Unlimited PTO



Job duties will include, but are not limited to:
  • Serve as the lead point of contact for all customer account management matters.
  • Build and maintain strong, long-lasting client relationships.
  • Maintain relationships with carrier partners and underwriters.
  • Manage the renewal process and marketing of key accounts.
  • Ensure the timely and successful delivery of renewal proposals, policies, and other deliverables.

Requirements:
  • Minimum of 4 years’ experience recently working as a CL Account Manager, working within an independent agency environment.
  • Must have Sr. level Marketing experience. 
  • The qualified candidate must hold an active CA Property/Casualty license.
  • Proficient with Microsoft Excel, Word, and Outlook.
  • EPIC experience required.

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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About Carlsbad, CA

Start your next chapter in scenic Carlsbad, California! Known for its stunning beaches, year-round sunshine, and vibrant cultural scene, Carlsbad offers a truly unique backdrop for career growth. Imagine working in this coastal paradise, with attractions like Legoland California Resort, the Flower Fields, and the historic Leo Carrillo Ranch adorning your commute. Enjoy exploring local art galleries, catching a play at the New Village Arts theater, or cheering on the San Diego Legion rugby team at Torero Stadium. With numerous parks, hiking trails, and top-rated golf courses nearby, Carlsbad provides the perfect work-life balance. Let our job listings connect you with exciting opportunities in this dynamic region – where every day feels like a vacation!