Commercial Lines Insurance Account Manager, with EPIC experience- REMOTE!

San Diego, CA 92108

Employment Type: Temporary Job Category: Commercial Lines Job Number: 7536

Job Description

Commercial Lines Insurance Account Manager, with EPIC experience, needed for an insurance agency located in Central San Diego – REMOTE!
  • HOURS: Full-time, Mon-Fri, 08:00 am – 04:30 pm
  • DURATION: Temporary for approximately 60 – 90 days
  • Worksite: Remote, must reside in California
  • PAY: $30/hr. - $35/hr.
  • BENEFITS: Weekly payroll, direct deposit, online time entry, sick leave pay, and upon meeting eligibility: holiday pay, vacation pay and 401K Retirement Plan.

Job Duties can include, but are not limited to:
There will be no client facing. This is a tasked based position.
- Answer service questions
- Prepare proposals
- Process renewals
- Process certificates / Review and resolve certificate deficiencies
- Quotes / Marketing
-Provide Producer(s) with technical support
-Prepare Acord applications and submissions
-Policy review and processing
-Complete other tasks as directed by Management

  • The qualified candidate must have recent experience working as a Commercial Lines Account Manager, minimum three years, in an independent agency environment.
  • Construction risk preferred but not required,  
  • Must hold an active CA Property and Casualty license.
  • Must know Applied-EPIC.
  • Good written and oral communication skills.
  • Self-motivated, self-disciplined, and self-confident.
    • Regular and consistent attendance as defined per Company policy.
    • Work is performed in a typical interior/office work environment.
    • Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
    • May be required to stand for extended periods of time.
    • Must possess effective communication and listening skills such that complicated information can be communicated in a straight-forward manner that the listener can understand, as well as paraphrasing and questioning to gain a complete understanding of the speakers concerns and goals.
    • Ability to prioritize, multi-task, set goals and meet deadlines.
    • Must be a team player that possesses strong customer service and problem-solving skills.
    • Must have a professional demeanor, be detail oriented, organized, highly ethical and have a positive attitude.
    • Legal residents of California only. Visa Sponsorship not available. W2 only.

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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