Commercial Lines Insurance Account Manager
Job Description
The qualified Account Manager must be able to manage a $ 1M-$1.5 M book of revenue.
• Agricultural (Ag)
• Property
• Food Manufacturing
• Hospitality
(The Account Manager will share an Assistant)
- HOURS: 8:00 am – 5:00 pm
- DURATION: Direct Hire
- WORKPLACE: Open to 100% Remote. Must reside in California
- PAY: $70,000 - $90,000 per year
- BENEFITS: This client offers a full, comprehensive benefits package.
Daily duties can include, but are not limited to:
Managing a generalist book of business, client facing, heading the renewal process (obtaining quotes, updating applications, gathering information from the Insured & negotiating with Underwriters), renewal presentation to Insured’s, marketing new business (the Producer likes to be involved in this process) requesting endorsements, answering/navigating coverage questions, creating proposals, corresponding & processing Insured requests, claims assistance, and working with the Producer assisting with additional needs.
Requirements:
- Minimum of 4 years’ experience, recently working as a Commercial Lines 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!
- Proficient with Microsoft Excel, Word, and Outlook.
- Clear and written communication skills.
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.