Commercial Lines Insurance Account Manager - REMOTE!
Job Description
- HOURS: Flexible schedule offered; 7 am – 4 pm, 8 am – 5 pm, 9 am – 6 pm
- DURATION: Direct Hire
- WORKPLACE: 100% remote work offered. Must reside in CA.
- If the AM resides close to the office, Hybrid and in-office also offered.
- PAY: Depending on experience, $90k - $115k
- BENEFITS: This client offers a full comprehensive benefits package.
-The book is varied risks, but will include real-estate, construction and more. Knowledge of these types of risks is not required.
-Will assist 1 – 2 producers.
-Book size will depend on the AMs experience.
Job Duties can include, but are not limited to:
- Successfully complete Client Administrator duties, and backup as needed, for account servicing needs during the policy year including but not limited to: binders, certificates, evidence of property, auto ID cards, motor vehicle records, endorsements, invoicing, audits, claims, cancellations, policy checks, etc.
- Manage the new business and renewal process; review risk management surveys. Identify exposure to loss and advise client on appropriate coverages.
- Develop marketing plan with Executive Client Manager and/or Risk Advisors and insureds. Complete submissions to market new and renewal accounts to insurance carriers. Prepare proposals, negotiate coverage terms and pricing. Work with underwriters to obtain additional information from clients.
- Assist with monitoring complex or significant risk control and claims issues.
- Conduct contract and lease reviews to advise client on risk and compliance issues.
- Explain payment requirements to new and existing clients.
Requirements:
- Minimum five 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.
- Stable job history needed. Meaning 3+ years at prior jobs held.
- Proficient with Microsoft Excel, Word, and Outlook.
- EPIC experience required.
- Must be an effective communicator; both written and verbal.
- Have strong editing and writing skills.
- Must be organized, able to multi-task and work in a team environment.
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.