Commercial and Personal Lines Insurance Account Manager needed - Hybrid Remote!
Job Description
The AM will be managing a $1.5 - $2 mil book in premium; 80% Commercial and 20% Personal.
Commercial risks include Restaurants mainly, some LROs and Apartments (Hartford, Travelers, Mercury, Liberty Mutual, and more).
Standard personal lines; Home, Auto, Umbrella CA Fair Plan, Hartford, Hull and Co, and more).
- HOURS: Monday – Friday 9 am – 5 pm (1 hour lunch)
- DURATION: Direct Hire
- WORKPLACE: Hybrid schedule offered after 30 days in-office for training. Two days of remote work.
- PAY: $70,000 - $75,000 per year
- BENEFITS: This client offers a full comprehensive benefits package.
Job Duties will include, but are not limited to:
A Commercial and Personal Lines Insurance Account Manager job involves managing client relationships, ensuring accurate policy processing, and providing expert advice on insurance products for both commercial and personal clients. The role includes tasks like answering client questions, processing claims, updating policies, and assisting with audits.
- Client Relationship Management: Build and maintain strong relationships with clients, acting as a point of contact for all insurance-related needs.
- Policy Processing: Ensure accurate and timely processing of applications, endorsements, and policy changes. May assist with collections of outstanding payments.
- Coverage Expertise: Provide clients with advice on appropriate coverage options and help them understand their policy details.
- Claim Management: Assist clients with the claim process, ensuring timely and accurate processing of claims.
- Renewal and Retention: Manage client renewals, ensuring continuous coverage and maximizing retention rates.
- Regulatory Compliance: Stay informed about industry regulations and ensure compliance with all relevant rules and guidelines.
- Documentation and Reporting: Maintain accurate records of client interactions, policy changes, and other relevant information.
Requirements:
- Minimum of three years’ experience recently working as an Account Manager, within an independent agency environment, with Commercial and Personal lines experience. Service and Sales experience.
- The qualified candidate must hold an active CA Property/Casualty license.
- Recent EPIC experience is a must! Intermediate to advanced level.
- Proficient with Microsoft Excel, Word, and Outlook.
- Must be able to work in a fast-paced environment and offer excellent customer service at all times!
- Must have clear and written communication skills.
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.