Commercial Lines

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Commercial Lines Insurance Account Manager - Hybrid Remote!

Santa Ana, CA 92705

Employment Type: Direct Hire Job Category: Commercial Lines Job Number: 7476

Job Description

Commercial Lines Insurance Account Manager needed for an insurance agency located in Santa Ana, CA. Hybrid Remote!
  • HOURS: 08:00 am – 05:00 pm, Monday - Friday
  • DURATION: Direct Hire
  • WORKSITE: Hybrid Remote; 2 – 3 days each week working remote
  • PAY: $85k - $100k, depending on experience
  • BENEFITS: This client offers a full comprehensive benefits package.
Job Duties can include, but are not limited to:
The Account Manager will be overseeing a $750,000 book, in revenue. Generalist book. Will assist two producers.
  • While in this role, this person will begin to learn to manage a book of business under senior team member direction.
  • Work with senior team members to prepare and send the request for endorsements to applicable insurance carriers.
  • Communicate with Insured’s changes in premium and collection of endorsement down payment as well as establishing third party financing if applicable.
  • Begin to participate in reviewing policies and carrier source documents for accuracy under the direction of the Account Executive or Advisor.
  • Creates and maintains client files in accordance with office procedures. Will be responsible for keeping client policy records in the agency management system.
  • Assists on some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.
  • Service client accounts.

  • The qualified candidate must have recent experience working as a Commercial Lines Account Manager in an independent agency environment, minimum 5 years’ experience.
  • Must hold an active CA Property and Casualty license.
  • Knowledge of Applied-EPIC is strongly preferred.
  • Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
  • Must be able to read, analyze and reconcile financial reports
  • Highly organized with excellent verbal and written communication skills
  • Possess strong analytical and problem solving skills
  • Sharp attention to detail, decision making skills, and problem resolution
  • Flexibility and adaptability to changing priorities, deadlines and technology

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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