Commercial Lines Insurance Account Manager - Hybrid Remote!

Aliso Viejo, CA 92656

Employment Type: Direct Hire Job Category: Commercial Lines Job Number: 7581

Job Description

Commercial Lines Insurance Account Manager needed for an Insurance Agency located in Aliso Viejo – Hybrid Remote!

Must have Middle Market experience!
 
  • HOURS:  8:00AM-5:00PM, Monday - Friday
  • DURATION:  Direct Hire
  • WORKPLACE:  Hybrid Remote; 2 – 3 days working remotely weekly.
  • PAY:  $80,000 - $95,000 per year, depending on experience. Plus bonus potential! 
  • BENEFITS:  This client offers a full comprehensive benefits package.
Job Duties will include, but are not limited to:
The Account Manager will be managing a Generalist, Middle Market book, $1.2 – $1.5 mil in premium.
Risks will include Manufacturing, Tech. Will be assisting 2-4 Producers.
The Account Manager will provide advanced technical support to Client Executive Service and may occasionally perform in the capacity of a Client 
Executive Service for specifically assigned accounts preparing for and providing renewal and new business presentations.

Will also continue the perform the duties of Account Manager.  
· Assist the Client Executive in analyzing coverages and claims data for new and renewal business. 
· Proactively prepare renewal specifications and rough draft proposals. 
· Assist with and/or manage the marketing of renewal business as directed by Client Executive. 
· Prepare experience modification projections and review accuracy of experience modification calculations published by state rating agencies/bureaus. 
· Review policy checking notes from policy checkers and make corrections as needed.
· Manage delivery of the policies to the client either via email, in person or via online portal.
· Review loss run and claim status reports. 
· Prepare Loss Summaries and Large Loss Reports. 
· Periodic visits to clients with Client Executive, including active participation in new business and renewal preparation and presentation. 
· Assist with collections of Accounts Receivables. 
· Participate in E&O Audits. 

Requirements:
  • Minimum of 5 years’ experience recently working as a CL Account Manager, working within an independent agency environment, with Middle Market accounts.
  • The qualified candidate must hold an active CA Property/Casualty license.
  • Willingness to pursue continuing education and professional development. 
  • Proficient with Microsoft Excel, Word, and Outlook.
  • Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of commercial insurance. 
  • Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form. 
  • 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.   
  • Work is performed in a typical interior/office work environment. 

 

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 Aliso Viejo, CA

Ready to start your next career adventure in Aliso Viejo, California? This vibrant city located in Southern Orange County offers a perfect blend of coastal living and business opportunities. With its close proximity to the beautiful beaches of Laguna Beach, stunning art galleries like the Festival of Arts and Sawdust Art Festival, and the inspiring Soka Performing Arts Center, Aliso Viejo provides a dynamic backdrop for professional growth. Enjoy the diverse culinary scene, hike in the nearby Aliso and Wood Canyons Wilderness Park, or catch a game at the nearby Angel Stadium of Anaheim. Explore our job listings today and discover all that Aliso Viejo has to offer for your next career move.