Insurance Carrier Liasion
Job Description
Our client, a well-established retail insurance agency located in La Mesa, CA, is seeking a dedicated and knowledgeable Carrier Liaison to join their team. This hybrid role offers the opportunity to work both remotely and from their La Mesa office, providing a dynamic and flexible work environment.
Position Overview:
As the Carrier Liaison, you will play a crucial role in maintaining and enhancing the agency's relationships with insurance carriers. You will act as the primary point of contact between the agency and its carrier partners, ensuring smooth communication, efficient problem-solving, and the continuous development of strong, mutually beneficial partnerships.
Key Responsibilities:
- Relationship Management: Build and maintain strong relationships with insurance carriers to ensure a collaborative and productive partnership.
- Communication: Serve as the main point of contact for carriers, handling inquiries, addressing concerns, and facilitating clear, effective communication between the agency and carriers.
- Problem Resolution: Act as a liaison to resolve any issues that arise between the agency and carriers, ensuring that both parties' needs are met promptly and effectively.
- Contract Negotiation: Assist in the negotiation of terms, conditions, and contracts with carriers to secure the best possible arrangements for the agency.
- Performance Monitoring: Regularly review carrier performance, including claims handling, underwriting, and service delivery, and provide feedback to carriers and agency leadership.
- Product Knowledge: Stay informed about the products and services offered by carriers, and communicate any changes, updates, or new offerings to the agency team.
- Training & Development: Work with the agency's internal teams to ensure they are well-informed about carrier policies, products, and procedures, providing training and resources as needed.
- Reporting: Prepare and present reports on carrier relationships, performance metrics, and other key indicators to agency leadership.
Qualifications:
- Experience: 3-5 years of experience in the insurance industry, preferably in a carrier liaison or similar role.
- Knowledge: Strong understanding of insurance products, underwriting processes, and carrier operations.
- Skills: Excellent communication, negotiation, and problem-solving skills. Ability to manage multiple relationships and priorities effectively.
- Education: Bachelor’s degree in business, insurance, or a related field is preferred.
- Technical Proficiency: Proficient in Microsoft Office Suite and familiarity with agency management systems.
Benefits:
- Competitive salary - base of $100,000 - $150,000 plus incentives commensurate with experience.
- Hybrid work schedule offering flexibility between remote and in-office work.
- Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
- Opportunities for professional development and career growth within a supportive and dynamic work environment.
Meet Your Recruiter
Julie Brown
President
Julie Brown is the President of San Diego Insurance Temps, Inc., a company that she has successfully led since its inception. She oversees two divisions: SDI Staffing, which she founded in 1995, and A-Star Staffing, which was acquired in 2023. SDI Staffing specializes in placing temporary and direct hire employees in the insurance industry across California, Arizona, and Nevada. A-Star Staffing focuses on administrative, accounting, HR, and customer service roles within various industries throughout San Diego County.
Julie is a California Licensed Fire/Casualty Agent and a Certified Staffing Professional. Her professional affiliations include membership in the American Staffing Association (ASA), California Staffing Professionals, the San Diego Association of Insurance Professionals (SDAIP), and PWI San Diego. She has served in numerous roles, including President, within these organizations. Additionally, she is an active member of the Independent Agents and Brokers of both Orange County and San Diego. Notably, she was the first Associate Member on the board of the Independent Insurance Agents and Brokers of San Diego (IIAB San Diego). Julie is also dedicated to education, teaching insurance and personal development classes to clients and industry organizations.
Julie's contributions to the industry have been recognized with numerous awards. These include being named among the Elite Women in Insurance in 2022 by Insurance Business America, receiving the SBA’s “Women-Owned Business of the Year for San Diego and Imperial Counties,” and being honored with the “Employer of the Year” award by the San Diego Workforce Partnership. She has also been recognized with the “Women Who Mean Business” Award from the San Diego Business Journal, “Insurance Woman of the Year” by PWI, “Associate Member of the Year” by the Independent Brokers & Agents of San Diego, and “Insurance Professional of the Year” by SDAIP. Additionally, she received the Career Sponsorship Award from the OPT Program at Grossmont College for her commitment to educating young people about the insurance industry.
Before founding San Diego Insurance Temps, Inc., Julie spent over 12 years working in the insurance industry at both carrier and agency levels in Southern California and North Carolina. Her roles ranged from sales and customer service in personal and commercial lines to operations management, giving her comprehensive industry knowledge.
Julie holds a Bachelor of Arts degree in Sociology with a minor in Economics from the University of California, San Diego. A San Diego native, she is married with two married children and enjoys crochet, camping, and reading in her spare time. During race season, she can often be found at the race track, where her son and son-in-law compete in 600 Midgets or dwarf cars.