Commercial Lines Insurance Account Manager - FLOATER - Hybrid Remote!
Job Description
This role provides flexible support across the Commercial Lines team, assisting where needed based on experience and coverage needs. This role is ideal for someone with a strong foundation in commercial insurance who can adapt quickly and contribute in a variety of areas.
- HOURS: Monday – Friday, 8:00 am – 4:30 pm
- DURATION: Direct Hire
- WORKPLACE: Hybrid schedule offered after training; 2 remote days weekly.
- PAY: Depending on experience, the position can pay $80,000 - $105,000 per year.
- To qualify for $95k, plus, the Commercial AM must have a minimum of seven years recent experience and know EPIC (intermediate to advanced level).
- To qualify for $95k, plus, the Commercial AM must have a minimum of seven years recent experience and know EPIC (intermediate to advanced level).
- BENEFITS: This client offers a full comprehensive benefits package.
Job Duties can include, but are not limited to:
-Educate clients about coverage, exclusions, and exposures
-Help clients make appropriate coverage changes
-Assists in or designs insurance plans for clients
-Participate in client meetings as needed
-Prepare Acord applications and submissions
-Marketing including pre-qualifying new business
-Analyze market quotes to verify coverage, forms, rates and competitiveness
-Prepare proposals
-Bind renewals and new business
-Renew policies in Agency Management System (EPIC)
-Policy review and processing
-Review insurance requirements for client contracts
-Review and resolve certificate deficiencies
-Activity follow-up
-Reporting claims and monitoring status until closed
-Complete other tasks as directed by Management
REQUIREMENTS:
-The qualified candidate must have recent experience working as a Commercial Lines Account Manager, minimum five years, in an independent agency environment.
-Non-Profit experience preferred but not required.
-Must hold an active CA Property and Casualty license.
-It is preferred the qualified candidate know Applied-EPIC, but will train.
-Must understand and analyze insurance coverage, forms and policies.
-Good written and oral communication skills.
-Self-motivated, self-disciplined, and self-confident.
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.