Commercial Lines Account Manager
Job Description
- HOURS: Monday – Friday, 9:00 am – 5:00 pm
- DURATION: Direct Hire
- WORKPLACE: In office
- PAY: Depending on experience, the position can pay $70,000 - $85,000 per year.
- BENEFITS: This client offers a full comprehensive benefits package.
-Serve as point of contact for insureds, underwriters, and intermediaries to push new and renewal business efforts forward.
-Negotiate rates and terms on new business and renewal terms
-Process and present quotes, binders, policies, and certs of insurance to insureds and their stakeholders.
-Keep files current with policy changes (new binds, renewals, endorsements, etc.)
-Build upon and maintain strong, long-lasting client and other business relationships.
-Utilize your own creativity to contribute to the company’s efforts to serve new and existing clients, optimize processes, and continue to grow
REQUIREMENTS:
-The qualified candidate must have recent experience working as a Commercial Lines Account Manager, minimum three years, in an independent agency environment.
-Must hold an active CA Property and Casualty license.
-Ezlynx is preferred but not required.
-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

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.