Commercial Lines Assistant Account Manager
Job Description
The Assistant Account Manager will work with one or more Account Managers on overflow work (i.e. submissions, proposals and other higher level service requests as well as back up for Account Managers who are out on PTO). This person would also handle the House Accounts!
- HOURS: Monday – Friday, 8:00 am – 4:30 pm
- DURATION: Direct Hire
- WORKPLACE: In office only.
- PAY: Depending on experience, the position can pay $65,000 - $80,000 per year.
- To qualify for $74k plus, the Assistant AM must have 4+ years recent experience and know EPIC (intermediate to advanced level).
Job Duties can include, but are not limited to:
-Work as a TEAM with other Client Managers, Assistant Client Managers,
Client Coordinators & Producers
-Assist Client Managers in providing quality service to existing clients
-Assist Client Managers in new account development
-Prepare Acord applications and submissions
-Marketing including pre-qualifying new business
-Prepare proposals
-Bind renewals and New Business as required
-Renew policies in Agency Management System (EPIC)
-Pre-Renewal information to existing clients
-Policy review and processing
-Review insurance requirements for client contracts
-Review and resolve certificate deficiencies
-Activity follow-up (diaries, suspense)
-Assist Client Manager with reporting claims
-Create Premium Finance Agreements for clients
-Complete other tasks as directed by Management
REQUIREMENTS:
-The qualified candidate must have recent experience working as an Assistant Commercial Account Manager, minimum two years, in an independent agency environment.
-Must hold an active CA Property and Casualty license.
-It is preferred the qualified candidate know Applied-EPIC, but will train.
-A good understanding of insurance terminology, the general functions of an insurance broker and the various lines of commercial insurance.
-Ability to create and market renewal and new business submissions
independently.
-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.