Commercial Lines Account Manager - HYBRID/REMOTE!
Job Description
This position is a Commercial Lines Account Manager role, which means the Account Manager will be handling Client Manager duties for teams throughout the Commercial department as needed. The book is varied risks, but will include real-estate, construction and more. Knowledge of these types of risks is not required.
- HOURS: Flexible schedule; 8 am – 5 pm
- DURATION: Direct Hire
- Pay: $85,000 - $120,000 per year, depending on experience.
- WORKPLACE: 100% remote position. Candidate must reside in California and be able to go into one of the following locations as needed: San Diego, Costa Mesa, Los Angeles (Ventura or Agoura Hills), Bakersfield, San Jose, or Sacramento.
- Pay: $85,000 - $120,000 per year, depending on experience.
- BENEFITS: This client offers a full comprehensive benefits package.
- Able 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.
- Assist with insurance reviews.
- Process renewal and new business.
- Explain payment requirements to new and existing clients and provide past due follow-up.
- Provide outstanding customer service and teamwork and seek to improve whenever possible.
- Minimum of 3-5 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
- Proficient with Microsoft Excel, Word, and Outlook.
- EPIC experience is preferred but not mandatory.
- Ability to deal with problems involving several concrete variables in standardized situations.
Meet Your Recruiter
Nancy Thai
Account Manager
Since joining SDI Staffing in 2022, Nancy has demonstrated a strong aptitude for talent acquisition and client relations. She initially started as a Recruiter and has successfully transitioned into the role of an Account Manager. She has a deep passion for aiding candidates in their career journeys and takes great satisfaction in collaborating with clients to secure ideal candidates to add to their teams. Nancy's extensive knowledge in both Personal and Commercial Lines insurance, particularly with captive carriers, enables her to provide exceptional service. She works closely with clients to understand their specific needs and consistently delivers the perfect match for their offices.
In her free time, Nancy enjoys working out, trying out new restaurants, and spending time with her family.