Commercial Lines Insurance Account Manager - REMOTE / Hybrid!
Job Description
The Small Business Unit Account Manager independently handles their book of business 99% of the time.
It's a generalist book with a large policy count.
The qualified AM must be able to handle a $1.5 M book in revenue.
- HOURS: 8:00 am - 4:30 pm
- DURATION: Direct Hire
- WORKPLACE:
- Open to 100% Remote (must reside in CA and live outside of a reasonable driving distance to the office)
- Hybrid schedule (if the candidate lives within a reasonable distance of the office a hybrid schedule is preferred)
- In-office (option is available for someone who wants to work in office only)
- PAY: Depending on experience, $75,000 - $85,000 per year
- BENEFITS: This client offers a full comprehensive benefits package.
Daily duties can include, but are not limited to:
Heading the renewal process (obtaining quotes, updating applications, gathering information from the Insured & negotiating with Underwriters), renewal presentation to Insured’s, marketing new business, requesting endorsements, answering/navigating coverage questions, creating proposals, corresponding & processing Insured requests and working with the Producer assisting their needs as needed.
Requirements: - Minimum of 5 years’ experience recently working as a CL Account Manager, working within an independent agency environment.
- The qualified candidate must hold an active CA Property/Casualty license.
- EPIC experience is mandatory! Intermediate to Advanced level!
- Minimum three years recent EPIC experience.
- Proficient with Microsoft Excel, Word, and Outlook.
- Possess a basic knowledge of Commercial Insurance Contracts.
- Clear and written communication skills.
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.