Personal Lines Account Manager, with HNW experience - REMOTE!
Job Description
• HOURS: Monday – Friday; flex schedule offered with start at 7am, 8am or 9am (40 hour work week).
• DURATION: Direct Hire
• WORKPLACE: 100% Remote (must reside in CA), Hybrid or In-Office
• PAY: $65,000 - $80,000 per year, depending on experience.
• BENEFITS: This client offers a full comprehensive benefits package: to include medical, dental, vison, life insurance, 401K, PTO, tuition reimbursement.
Job Duties will include, but are not limited to:
Daily servicing of clients will include addressing various coverage issues and working with a personal lines producer(s) in handling all the inside service work associated with the client's program, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies and assisting with claims.
• Keep current with all carriers underwriting requirements and market availability
• Quote all lines of business with all carriers via the carriers’ online quoting systems and communicate with underwriters, as needed
• Prepare Acord applications in Epic and submit to the wholesale partners
• Prepare proposals, Prepare applications and bind coverage, Process new and renewal policies
• Conduct stewardship meetings to successfully onboard new clients
• Oversee the renewal process, including filling out renewal questionnaires, processing the renewal packets, and setting up and conducting renewal meetings.
• Discuss coverage issues with clients
• Process endorsement requests via the carriers’ online systems or submit endorsements to the insurance company
• Run motor vehicle reports, Issue auto ID cards, Process Evidences of Insurance, Report new claims and assist, as needed
• Set up and/or modify billing plans, handle billing problems and process payments, as necessary, Process cancellations
• Prepare agency-bill invoices and follow up on client payments
Requirements:
• Minimum of 3 years’ experience recently working as a PL Account Manager, with High New Worth experience, working within an independent agency environment.
• The qualified candidate must hold an active CA Property/Casualty license.
• Proficient with Microsoft Excel, Word, and Outlook.
• EPIC experience a plus.
• In depth knowledge of insurance coverages
• Must understand marketplace trends and best practices
• In depth knowledge of risk management devices and services for clients and their homes and the ability to communicate those services and products
• Strong written and verbal communication skills
• Ability to prioritize and self-manage work load
• Dependable and able to meet deadlines.
• Good mathematical skills
• Strong negotiating skills
• Strong organizational skills
• Excellent customer service 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.