Commercial Lines Insurance CSR / Account Manager - Remote!

Aptos, CA 95003

Employment Type: Direct Hire Job Category: Commercial Lines Job Number: 7283

Job Description

Commercial Lines Insurance CSR / Account Manager needed for an Insurance Agency located near Santa Cruz. – Remote! 
  • HOURS: Full-Time Hours, Mon-Fri, 8:30AM-5:00PM
  • DURATION: Direct Hire
  • WORKPLACE: Remote work offered. Must reside in CA! 
  • PAY: $65k - $75k per year, depending on experience.
  • BENEFITS: This client offers a full comprehensive benefits package to include medical, dental, 401(k), bonus pool program potential, 10 days PTO the first year and a car wash once a month (if you are at the office on that day).
The Account Manager will manage a book of small accounts to include agricultural (45% of the entire book), BOPS, and other varied risks. Book is $1.4 mil in premium. There is an Assistant to assist with processing certificates of insurance and loss runs.

Job Duties will include, but are not limited to:
  • Market new and renewal book of business including preparing submissions, submitting applications to carriers, negotiating rates and terms with underwriters, and analyzing coverage.
  • Prepare proposals and presentations.
  • Bind new and renewal insurance policies.
  • Provide prompt responses to customers’ questions, and manage customer change.
  • Review and check policies for accuracy.
  • Other duties as assigned.

  • Minimum of 2 years’ experience recently working as a CL CSR / Account Manager, working within an independent agency environment.
  • The qualified candidate must hold an active CA Property/Casualty license.
  • Knowledge of AMS-360; Intermediate to advanced level.
  • Proficient with Microsoft Excel, Word, and Outlook.
  • A 4 year college degree is strongly preferred. 

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 Lead 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 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.

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