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Commercial Lines Account Manager

$80k - $125k

SDI Staffing

Commercial Lines Insurance Account Manager needed for an insurance agency located in Central San Diego! Hybrid Remote!

  • HOURS : Monday – Friday, 8:00 am – 4:30 pm
  • DURATION : Direct Hire
  • WORKPLACE : Hybrid schedule offered after training; 2 remote days weekly.
  • PAY : Depending on experience, the position can pay $80,000 - $125,000 per year.
  • To qualify for $115,000 - $125,000, the Commercial AM must have a minimum of ten, plus, years recent experience working as a Commercial AM, know EPIC (intermediate to advanced level) and have strong Construction risk experience.
  • BENEFITS : This client offers a full comprehensive benefits package.

Job Duties can include, but are not limited to :

-Book size to be managed will depend on the team assigned to.

-Will assist one or more Producers.

-Educate clients about coverage, exclusions, and exposures and help clients make appropriate coverage changes.

-Assists in or designs insurance plans for clients.

-Provide Producer(s) with technical support.

-Participate in client meetings with Producer(s) as needed.

-Prepare Acord applications and submissions. Prepare proposals.

-Marketing including pre-qualifying new business.

-Analyze market quotes to verify coverage, forms, rates and competitiveness.

-Bind renewals and new business and renew policies in Agency Management System.

-Policy review and processing.

-Review insurance requirements for client contracts and review and resolve certificate deficiencies.

-Activity follow-up.

-Reporting claims and monitoring status until closed.

-Maintain relationship with clients.

-Complete other tasks as directed by Management.

REQUIREMENTS:

-The qualified candidate must have recent experience working as a Commercial Lines Account Manager, minimum five years, in an independent agency environment.

- Strong background in Construction Risk is preferred!

-Must hold an active CA Property and Casualty license.

-It is preferred the qualified candidate know Applied-EPIC, but will train.

-Must understand and analyze insurance coverage, forms and policies.

-Good written and oral communication skills.

-Self-motivated, self-disciplined, and self-confident.

Vacancy posted 13 hours ago
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