Senior Commercial Lines Insurance Account Manager - Hybrid Remote!
Job Description
- HOURS: 8:00 am - 4:30 pm
- DURATION: Direct Hire
- WORKPLACE: Hybrid scheduled offered after training in office.
- PAY: Depending on experience, position can pay $90,000 - $117,000 per year
- BENEFITS: This client offers a full comprehensive benefits package.
Daily duties can include, but are not limited to:
Will be managing a $1 mil to $2 mil book in Revenue.
Generalist book, but heavy Hospitality accounts.
Heading the renewal process (Obtaining quotes, updating applications, gathering information from the Insured & negotiating with Underwriters), renewal presentation to Insured’s, marketing new business, requesting endorsements, answering/navigating coverage questions, creating proposals, corresponding & processing Insured requests, spreadsheets, premium allocations, working closely with assigned associates and working closely with the Producer(s) assisting their needs.
Other job duties as requested and needed.
Requirements:
- Minimum of 10 years’ experience recently working as a CL Account Manager, working within an independent agency environment.
- The qualified candidate must hold an active CA Property/Casualty license.
- EPIC experience is mandatory; 3+ years recent experience!
- Proficient with Microsoft Excel, Word, and Outlook.
- Well versed in coverages.
- Has worked on larger accounts with numerous entities/locations.
- Clear communication skills.
- Autonomous thinker.
- Independent and resourceful.
- Negotiation skills.
- Takes Initiative and Confident in their roleAttention to detail
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.