Personal Lines Account Manager / Manager, with Applied-EPIC experience - REMOTE!
Job Description
- Must have recent High Net Worth (HNW) experience.
- Will be working with all lines of Personal Lines Insurance.
- The qualified candidate must have Management experience, overseeing a minimum team of 5, as well as experience building structure and driving process alignment across the team. This includes process design, systems development, training programs, auditing, and data-driven accountability.
• HOURS: Monday – Friday, 8 am – 5 pm
• DURATION: Direct Hire
• WORKPLACE: 100% Remote work offered. Must reside in CA.
- If you prefer to work in-office or a hybrid schedule, there is that option.
- If you reside within a reasonable distance of the office, a Hybrid schedule is preferred.
• BENEFITS: This client offers a full comprehensive benefits package.
Duties will include but are not limited to:
In addition to managing your assigned book of business, you will lead, mentor, and support the PL team.
• Responsible for managing ongoing client service activities and ensuring account retention.
• Drive business retention by effectively managing client relationships and providing value-added services.
• Build strong, trusting relationships with clients.
• Ensure accuracy and compliance in all client files, invoicing, and policy documents.
• Present renewal outcomes and proposals to clients promptly, making recommendations for improvement where appropriate.
• Maintain accurate and up-to-date records of client activities in the Agency Management System.
• Act as the bridge between senior leadership and frontline teams, facilitating constructive feedback loops and ensuring alignment.
• Monitor daily activities of the team, including workload balance, quality, and service standards; provide training and corrective actions as needed.
• Guide the Team in addressing routine client concerns and resolve escalated or complex issues.
• Conduct regular one-on-one reviews and deliver annual performance reviews with constructive feedback.
• Monitor and oversee PTO for the team; approve requests and arrange coverage as needed.
• Maintain key carrier relationships within the Personal Lines division.
Requirements:
• Minimum of 7 years’ minimum experience recently working as a Personal Lines Account Manager. Will need to have HNW experience and Management experience, working within an independent agency environment.
• The qualified candidate must hold an active CA Property/Casualty license.
• Familiarity with the Personal Lines marketplace, including coverages (home, auto, umbrella, specialty), underwriting, carrier guidelines, and broker/agency operations in multiple states, specifically California.
• Current knowledge of state legislation and compliance requirements impacting Personal Lines.
• Proficient with Microsoft Excel, Word, and Outlook.
• EPIC experience a must; intermediate to advanced level.
• Have good verbal and written communication skills for both client and internal communication.
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.