Commercial Lines Insurance Account Manager - Hybrid Remote!
Job Description
This is a family-oriented agency where teamwork, respect, and flexibility matter — and micromanagement isn’t a style.
Seeking someone who thrives working independently in a fast-paced setting, pays close attention to detail, and takes pride in providing exceptional customer service.
Strong communication and timely responsiveness to both customers and coworkers are key to success in this role.
- HOURS: Monday – Friday, 9:00 am – 04:00 pm
- DURATION: Direct Hire
- WORKPLACE: A Hybrid Remote role will be offered after training in office and up and running. Open to discussing 2 – 3 days working remote.
- PAY: $60,000 - $80,000 per year, depending on experience.
- To qualify for $80,000 per year, the qualified candidate must have a minimum of 5 years’ experience working as a CL Account Manager within an independent agency environment, with the focus being in Workers Compensation and/or Contractors, and offer stable job history (meaning 3-4 years minimum at current and/or prior jobs)
- BENEFITS: This client offers a full, comprehensive benefits package.
Job Duties will include, but are not limited to:
The Commercial Account Manager will oversee a high-volume Generalist book of business consisting primarily of Contractor/Construction and Workers’ Compensation policies.
This role manages approximately 1,600 policies with an average premium of $10,000 per policy, ranging from $500 BOPs to large Workers’ Compensation accounts exceeding six figures.
Working primarily with small commercial accounts, the Account Manager will be responsible for managing the full account lifecycle from A to Z, serving as the primary point of contact for clients while ensuring accuracy, responsiveness, and exceptional customer service.
Key Responsibilities:
- Manage and service a diverse Commercial Lines book, with emphasis on Contractor/Construction and Workers’ Compensation policies
- Process Certificates of Insurance accurately and in a timely manner
- Handle policy endorsements, including additions, deletions, and coverage changes
- Prepare and process binders, policies, audits and cancellations
- Provide prompt, professional, and solution-oriented customer service to clients
- Respond quickly to client and carrier inquiries via phone and email
- Review policies for accuracy, coverage, and compliance with client requirements
- Coordinate with carriers and internal teams to resolve service issues
- Assist with renewals, including gathering updated information, reviewing quotes, and preparing renewal documentation
- Maintain organized and accurate account documentation within the agency management system
- Proactively identify coverage gaps, changes in risk exposure, or service needs
- Support producers as needed with account servicing and follow-up
- Other duties as needed and requested
Requirements:
- Minimum of 3 years’ experience recently working as a CL Account Manager, working within an independent agency environment.
- The qualified candidate must hold an active AZ Property/Casualty license.
- Proficient with Microsoft Excel, Word, and Outlook.
- EZLynx experience a plus.
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.