Personal Lines Insurance Account Executive / Account Manager
Job Description
-This is a next-generation insurance agency at the forefront of climate and housing challenges!
-This role is ideal for someone excited to build, influence, and grow with a modern, advisory-driven agency from day one!
-Can possibly earn equity with the agency!
-LEADS are provided!
-If you have this experience OR if you are looking for the next step in your career, this may be the job for you!
- HOURS: Monday - Friday; 8 am - 5 pm
- DURATION: Direct Hire
- WORKPLACE: Hybrid schedule offered after training / up and running!
- PAY: $70,000 - $80,000 per year, depending on experience. Plus bonus potential.
- BENEFITS: This client offers a full comprehensive benefits package.
Job Duties will include, but are not limited to:
- Qualify and close new personal P&C business. You will not be required to source and find clients but rather quote and service ones that are brought into the agency.
- Manage the full sales cycle from discovery through bind.
- Gather and submit accurate underwriting information.
- Work with carriers, MGAs, wholesalers, and surplus lines markets to secure coverage.
- Advise clients on coverage options, pricing, and market constraints.
- Set expectations around inspections, underwriting requirements, and risk mitigation.
- Servicing requests from clients as needed.
- Service Personal Lines Accounts to include endorsements, renewals, cancellations, etc.
- Other job duties as required and/or requested.
- 3+ years of recent Personal Lines insurance sales experience within an Independent Agency environment.
- Active California Property & Casualty license.
- Strong knowledge of homeowners' insurance and related lines.
- Proven ability to close business in competitive or constrained markets.
- Excellent communication and organizational skills.
- Desire to embrace and incorporate advanced AI tooling into sales workflows.
- Must be able to work in a fast-paced environment.
- Proficient with Microsoft Excel, Word, and Outlook.
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.