Commercial Lines Insurance Account Manager
Job Description
Our client is seeking a Commercial Lines Account Manager to join their growing team.
Based on your experience, you may be considered for either a Small Business Book or a Mid/Large Market Book.
What's in it for you?
-Hybrid schedule (2 days remote) will be considered after training in office.
-This is a very family oriented agency; flexibility is offered!
-No micro-managing agency!
-Fridays the office closes at 3:30 for an office happy hour!
-Quarterly team events; office closes on this day so everyone can have a good time!
- HOURS: Monday – Friday; 8:00 am – 4:30 pm (37.5 hour work week)
- DURATION: Direct Hire
- WORKPLACE: Hybrid Remote (2 days remote) will be considered after training in-office.
- PAY: Depending on experience, $50,000 - $80,000 per year.
- Small Business Book-$50,000 - $75,000 per year
- Mid/Large Market Book-$65,000 - $80,000 per year
- BENEFITS: This client offers a full comprehensive benefits package.
Job Duties will include, but are not limited to:
The agency writes a diverse mix of business, including artisan contractors, manufacturing, white- and blue-collar industries, and more.
-Manage a book of Commercial Lines accounts from new business through renewal.
-Process endorsements, policy changes, certificates, audits, and cancellations.
-Market new and renewal business as needed.
-Build and maintain strong client and carrier relationships.
-Work closely with producers to provide exceptional customer service.
-Ensure accurate and timely account documentation and follow-up.
-Other duties as required and requested.
Book of Business Opportunities:
Small Business Book
- Approximately $250K in revenue
- Accounts up to $12,500 in premium
- High-touch service environment with frequent client interaction
- Candidates with a strong Personal Lines background who are looking to transition into Commercial Lines are encouraged to apply
Mid/Large Market Book
- Approximately $2–3M in revenue
- Larger, more complex commercial account
Requirements include, but are not limited to:
- Minimum of 2-5 years’ experience recently working as a CL Account Manager, working within an independent agency environment.
- The qualified candidate must hold an active Missouri or Kansas Property/Casualty license.
- Strong customer service and account management skills
- Proficient with Microsoft Excel, Word, and Outlook.
- EPIC experience a plus, but not mandatory.
Meet Your Recruiter
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.