Commercial Lines Account Manager
Job Description
- HOURS: 8:30 am – 5:30 pm
- DURATION: Direct Hire
- WORKPLACE: In office
- PAY: Depending on experience, $70k-$85K
- BENEFITS: This client offers a full comprehensive benefits package.
Heading the renewal process (Obtaining quotes, updating applications, gathering information from the Insured & negotiating with Underwriters)
Renewal presentation to Insured’s
Marketing new business, requesting endorsements, answering/navigating coverage questions, creating proposals, corresponding & processing Insured requests and working closely with the Producer assisting their needs.
Requirements:
- Minimum of 2-3 years’ experience recently working as a CL CSR, working within an independent agency environment.
- The qualified candidate must hold an active CA Property/Casualty license.
- Proficient with Microsoft Excel, Word, and Outlook.
- Possess a basic knowledge of Commercial Insurance Contracts.
- Nexsure Insurance is a plus!
- Clear communication skills.
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.