New Business Manager

San Diego, CA 92130

Employment Type: Direct Hire Job Category: Life/Disability Job Number: 7905

Job Description

New Business Manager needed for an agency located in Del Mar, CA
Ready to step into a role where you can truly make an impact? As our client's New Business Manager, you’ll have the exciting opportunity to lead, train, and coach a dedicated team while shaping the way exceptional service is delivered.  
  • HOURS: 9 am to 5 pm
  • DURATION: Direct Hire
  • WORKPLACE: In office
  • PAY: $71,500 – $85,000 base salary + Bonus!
  • BENEFITS: Comprehensive package including medical, dental, vision, life insurance, 401k with employer match, and paid time off
Key Responsibilities
-Work with relevant vendors for necessary follow up
-Review and follow up with agents and carriers on all requirements
-Process all insurance cases within Salesforce
-Provide professional correspondence via email and phone
-Understand carrier workflows and carrier specific nuances
-Work closely with their team to meet common goals and assist when able.
-Understand carrier workflows and maneuver carrier websites

Qualifications
-5+ years of life and annuity insurance industry experience
-Minimum 3-5 years in a management role
-Strong knowledge of new business case management in life insurance
-Proficiency in Microsoft Office Suite and Google Suite
-Excellent communication and conflict resolution skills
-Strong attention to detail and organizational skills
-Proven ability to lead teams with a servant leadership approach
-Ability to prioritize, delegate, and multitask in a fast-paced environment

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.

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About San Diego, CA

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