Commercial Lines Insurance Account Manager
Direct Hire
Direct Hire
Work Location:
Partial Remote - Hybrid
Job ID:
8136
Job Description
Commercial Lines Insurance Account Manager needed for an established agency located in Torrance, CA! Hybrid Remote!
This role offers growth and will also require travel at some point.
At the Account Manager level, there is not much travel, but as this position grows into a Sr. Account Manager or Account Executive role, more travel will be required.
If you are not open to client visits/travel, this job would not be a good fit.
Client-facing is required!
In this role, and all roles at the agency, they never just email carrier quotes to clients - it’s always a meeting with well-prepared slides and the Account Manager walking them through and explaining. This is done via Zoom or in-person.
Presentation skills and professional demeanor are a must for this position.
Preparing presentations in PowerPoint with attention to detail is also very important for this position.
This is an opportunity for a career growth-minded individual who wants to be client-facing and drive renewal strategy on their book of business.
ABOUT THE BOOK
Mid-market accounts, book of 25 accts or so.
Each account will have multiple lines of coverage.
Property, workers' comp, business income are very important.
Book is about 250-300K in revenue.
Mid-Market means packages, not BOPs.
Mainly food-related and hospitality, travel industries.
Job Duties can include, but are not limited to:
To be successful in the role, you should meet the following requirements:
This role offers growth and will also require travel at some point.
At the Account Manager level, there is not much travel, but as this position grows into a Sr. Account Manager or Account Executive role, more travel will be required.
If you are not open to client visits/travel, this job would not be a good fit.
Client-facing is required!
In this role, and all roles at the agency, they never just email carrier quotes to clients - it’s always a meeting with well-prepared slides and the Account Manager walking them through and explaining. This is done via Zoom or in-person.
Presentation skills and professional demeanor are a must for this position.
Preparing presentations in PowerPoint with attention to detail is also very important for this position.
This is an opportunity for a career growth-minded individual who wants to be client-facing and drive renewal strategy on their book of business.
- HOURS: Full-Time Hours, Monday to Friday; 8:30 am – 5 pm or 9 am – 5:30 pm
- DURATION: Direct Hire
- WORKSITE: Hybrid environment. This means currently in office 3x/week for the first month, 1x/week thereafter.
- Should there be an important team or client meeting, you must be open to coming in office or travelling to the client's office. Travel costs to clients' offices are covered by the agency!
- Must reside within a reasonable driving distance of Torrance
- PAY: $75,000 - $100,000/Year depending on experience
- BENEFITS: As a valued member of the team, this client offers a comprehensive benefits package, including:
- 4 medical options, including PPO/HSA with Anthem Blue Cross and HSA with sterling HSA
- Employer annual contribution to HSA: $1000 single/$2000 family (pro-rated)
- Employee contribution for Medical, Dental, and Vision: 18% for employee only, 35% of dependent premium
- Dental: Principal POS plan with $2000 max coverage
- Life/AD&D: Flat $20,000 coverage
- Voluntary Life: Up to $300,000 coverage
- Vision coverage
- LTD: 60% up to $6000 monthly benefit
- Voluntary benefits available with AFLAC: Cancer, Accident, Critical illness, Hospital, and more
- 401k with employer matching (eligibility after 1 year of employment)
ABOUT THE BOOK
Mid-market accounts, book of 25 accts or so.
Each account will have multiple lines of coverage.
Property, workers' comp, business income are very important.
Book is about 250-300K in revenue.
Mid-Market means packages, not BOPs.
Mainly food-related and hospitality, travel industries.
Job Duties can include, but are not limited to:
- Support the Account Executive on larger accounts as to learn and grow. Also, cover the Account Executive's desk when they are out in the field.
- Relationship management of client.
- Proficient understanding of compliance, renewal & marketing (RFP), reporting & analytics, and able to perform these functions with little guidance from Account Executive and/or Managers.
- Independently, or in partnership with Client Executives or other colleagues, leads client meetings and presentations.
- Special projects as assigned, which may include client presentations, functions, and meetings.
- Acts as a liaison between carriers and vendors and communicates accurate details relating to P&C programs.
- Coordinates with Customer Service team and/or Account Representatives, the ordering and issuing binders, certificates, policies, endorsements, and other items. Verifies accuracy.
- Reviews and verifies policy, audits, calculates premiums, and establish payment method.
- Maintains accurate client and policy data and documents within AMS360 system/IR.
- Develops sales or cross-selling opportunities with current clients.
- Maintains confidentiality of Company and customer information.
- Other job duties as needed and/or requested.
To be successful in the role, you should meet the following requirements:
- Minimum of 5 years working as an Account Manager on Commercial Insurance within an independent agency.
- Experienced with preparing proposals, contract review, marketing, giving presentations, negotiations with underwriting
- Experience with generalized risks and lines of coverage, including General Liability, Workers' Comp, CL Auto, Professional Liability, etc.
- Experience with large risks preferred, minimum of $100,000 in annual premium!
- Proficiency with AMS 360 & Image Right preferred
- Intermediate - Advanced MS Office Suite required
- Current CA P&C License
- This role may require periodic travel to client and carrier meetings, as well as industry events.
- Visa sponsorship is 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.
About Torrance, CA
Discover your next career opportunity in the vibrant city of Torrance, California. Nestled in the heart of Los Angeles County, Torrance offers a unique blend of coastal charm, cultural diversity, and endless growth opportunities. From the beautiful beaches of Redondo and Manhattan Beach to the iconic Del Amo Fashion Center, there is something for everyone in this bustling city. Enjoy exploring the impressive art galleries like the Torrance Art Museum, catch a show at the renowned Armstrong Theatre, or cheer on the South Bay Lakers at the Dignity Health Sports Park. With its welcoming community, delicious local cuisine, and proximity to top-rated parks like Wilson Park and Madrona Marsh Nature Center, Torrance is the perfect place to take the next step in your career journey. Start your job search today and unlock a world of possibilities in Torrance, CA!