Sr. Commercial Account Manager needed for an Insurance Agency located in San Diego CA. Hybrid!
Job Description
Book Focus = Generalist w/ a focus on Construction
• HOURS: Full time hours; 8am-5pm or 7:30am – 4:30pm or 8:30am – 5:30pm
• WORKSITE: Hybrid Preferred: San Diego, CA (1-2 days in office)
• DURATION: Direct Hire
• PAY: $85,000 - $105,000, depending on experience
• BENEFITS: This client offers a full comprehensive benefits package.
Responsibilities can include but are not limited to:
-Book Focus: Generalist with a focus on Construction.
-Approximately 40 clients range in size from $10K to $115K in revenue.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, prepare submissions, negotiate coverages, and present proposals.
• Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Monitor and maintain activity/suspense
Requirements:
• Recent Independent Agency experience, minimum 5-7 years’, recently working as a Sr. Commercial Lines Account Manager.
• Thorough knowledge of insurance brokerage and client needs
• Active CA P&C License.
• Applied EPIC is mandatory.
• High School Diploma (or equivalent).
• Outstanding verbal/written communication skills.
• Strong analytical, problem solving and decision making skills.
• Exceptional customer service skills.
• Excellent multi-tasking, organizational, and prioritization skills.
• Ability to perform large work volumes with high degrees of accuracy and attention to detail.
• PC proficiency, including basic knowledge of MS Office products, including Outlook, Word and Excel.
• Likes to work in a team environment.
• Self-motivated.
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.