Senior Commercial Lines Insurance Account Manager
Job Description
*The qualified Account Manager will be responsible for managing a minimum $1.5M book of revenue, with experience handling large and complex accounts.
*The Account Manager will need to have experience supporting Hospitality accounts and know EPIC!
This role will have an Associate to assist with endorsements, certificates, evidences, pre-renewals, direct billed questions and MVR approvals.
- HOURS: 8:00 am - 4:30 pm
- DURATION: Direct Hire
- WORKPLACE:
- Open to 100% Remote (must reside on the West Coast and be in the PST time zone)
- Hybrid schedule (if the candidate lives within a reasonable distance of the office, a hybrid schedule is preferred)
- In-office (option is available for someone who wants to work in the office only)
- PAY: Depending on experience, $100,000 - $130,000 per year
- BENEFITS: This client offers a full comprehensive benefits package.
Duties can include, but are not limited to:
- Manage and grow a book of commercial lines accounts.
- Develop and maintain strong relationships with clients and insurance carriers.
- Assess the insurance needs of business clients and recommend appropriate coverage.
- Review insurance policies for accuracy and completeness.
- Work with underwriters and assigned producers to negotiate coverage terms, conditions, and pricing.
- Prepare and present proposals for prospective and existing clients.
- Manage policy renewals and endorsements, ensuring timely delivery to clients.
- Assist clients with claims and liaise with insurance companies to ensure efficient processing.
- Keep accurate and up-to-date records of all client interactions and transactions.
- Occasionally travel to client meetings, carrier visits, or industry events.
- Compliance: Ensure policies and procedures comply with company and industry standards.
- Handling special requests: Assisting executives and colleagues with various ad-hoc tasks or projects as needed.
Requirements:
- Minimum of ten years’ experience recently working as a Commercial Lines Account Manager, working within an independent agency environment.
- The qualified candidate must hold an active CA Property/Casualty license.
- EPIC experience is mandatory! Recent (within the past three years) and Intermediate to Advanced level!
- Proficient with Microsoft Excel, Word, and Outlook.
- Strong knowledge of commercial lines products (e.g., General Liability, Workers' Comp, Commercial Auto, Property, Umbrella).
- Clear written communication skills.
- Frequent use of phones, computers, keyboard, and mouse.
- Time Management: Ability to effectively manage one's own time.
- Negotiation Skills: Negotiating with carriers and clients for the best terms.
Meet Your Recruiter
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.