SDI Staffing
Commercial Lines Insurance Account Manager needed for an Independent Insurance Agency located
HOURS : 8 am to 5:30 pm
DURATION : Direct Hire
WORKPLACE : Hybrid schedule (4 days in-office, 1 day remote)
PAY : Depending on experience, $100,000 – 120,000 base salary. (To qualify for 110k base salary +, candidate MUST HAVE 5 years recent commercial lines account manager experience & EPIC!)
BENEFITS : This client offers a full comprehensive benefits package.
Job Duties can include, but are not limited to Successfully complete Client Administrator duties, and backup as needed, for account servicing needs during the policy year including but not limited to: binders, certificates, evidence of property, auto ID cards, motor vehicle records, endorsements, invoicing, audits, claims, cancellations, policy checks, etc. Manage the new business and renewal process; review risk management surveys. Identify exposure to loss and advise client on appropriate coverages. Complete submissions to market new and renewal accounts to insurance carriers. Prepare proposals, negotiate coverage terms and pricing. Work with underwriters to obtain additional information from clients. Explain payment requirements to new and existing clients. Requirements: Minimum five 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. Bachelors or Associates is required! Stable job history needed. Meaning 3+ years at prior jobs held. Proficient with Microsoft Excel, Word, and Outlook. EPIC experience Required! Must be an effective communicator; both written and verbal. Have strong editing and writing skills. Must be organized, able to multi-task and work in a team environment
Job Duties can include, but are not limited to Successfully complete Client Administrator duties, and backup as needed, for account servicing needs during the policy year including but not limited to: binders, certificates, evidence of property, auto ID cards, motor vehicle records, endorsements, invoicing, audits, claims, cancellations, policy checks, etc. Manage the new business and renewal process; review risk management surveys. Identify exposure to loss and advise client on appropriate coverages. Complete submissions to market new and renewal accounts to insurance carriers. Prepare proposals, negotiate coverage terms and pricing. Work with underwriters to obtain additional information from clients. Explain payment requirements to new and existing clients. Requirements: Minimum five 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. Bachelors or Associates is required! Stable job history needed. Meaning 3+ years at prior jobs held. Proficient with Microsoft Excel, Word, and Outlook. EPIC experience Required! Must be an effective communicator; both written and verbal. Have strong editing and writing skills. Must be organized, able to multi-task and work in a team environment