Personal Lines Account Manager

San Diego, CA 92123

Employment Type: Direct Hire Job Category: Personal Lines Job Number: 7473

Job Description

Personal Insurance Account Manager needed for a dedicated independent agency in San Diego!

This agency places a strong focus on client care and education, as well as employee growth! They’re looking to add an experienced Account Manager to their team to assist in managing their book made up of California clients, so current California Insurance Market experience and knowledge is a must!

 
  • HOURS:  Full-Time Hours, Mon-Fri, 8:30AM-5:00PM with 1-hour non-paid lunch break
  • WORKSITE: Due to client meetings, this is a full time in office role in San Diego.
  • DURATION:  Direct Hire
  • PAY:  $52,000 - $72,800 per year, depending on experience.
    • For $60,000+ must have 4+ years of independent agency or experience brokering out to multiple insurance carriers.
  • BENEFITS:  This client offers a full comprehensive benefits package to include medical, dental, life insurance, 401K, PTO

While the day-to-day in this role can vary, typical tasks include and are not limited to:
  • Policy changes, EOIs, Billing, NOC meetings, and other daily needs of the insureds
  • Negotiating with underwriting
  • Preparing and presenting new and renewal business quotes
  • Answering questions from insureds’ about their policies and current insurance market
  • Collaborating with the department and Producers on complex accounts within the ever-changing CA Insurance Market

To be successful in this role, you should possess the following skills and experience:
  • Ability to work full time in office, Monday-Friday
  • Minimum of 3 years’ current experience managing Personal Lines insurance accounts.
  • Independent agency experience is preferred, but this client is open to candidates with Direct Writer experience that have brokered out to other carriers at the lower end of the pay range.
  • Active CA P&C Licenses
  • Strong customer service skills
  • Intermediate - Advanced skill level for Microsoft Office including Excel, Word, Outlook, and PowerPoint
  • Experience with Applied Epic is preferred!

Meet Your Recruiter

Dallas Pietak
Account Manager

Dallas joined SDI Staffing in 2021. She brings with her nearly 10 years' Account Management experience in Personal and Commercial Lines. As an Account Manager at SDI Staffing, Dallas is able to use her Insurance experience in helping both employees and employers build long-lasting relationships. She is also an active member of the Association of Insurance Professionals (San Diego Chapter) and has obtained her Certified Staffing Professional designation (CSP).

  • Certified Staffing Professional (CSP)
  • Employment Committee Chair San Diego Association of Insurance Professionals (SDAIP)

When she’s not acting as a career match-maker, Dallas enjoys cooking, hiking, traveling, and spending time with her Shih-Tzu.

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About San Diego, CA

Ready to embark on an exciting career journey in sunny Southern California? Explore our job opportunities in the thriving city of San Diego! Known for its stunning beaches, perfect weather, and vibrant culture, San Diego offers a unique combination of career growth and quality of life. With renowned attractions like Balboa Park, the San Diego Zoo, and the USS Midway Museum, along with a diverse culinary scene and a plethora of art galleries and theaters like the La Jolla Playhouse, there's always something new to experience. Whether you're a sports enthusiast looking to cheer for the Padres at Petco Park or seeking outdoor adventures at Torrey Pines State Natural Reserve, San Diego has something for everyone. Begin your job search today and discover why this picturesque city is the perfect place to elevate your career!