Account Manager / Account Executive - Personal Lines
SDI Staffing, Walnut Creek, California, United States, 94598
Overview
Personal Lines Insurance Account Executive / Account Manager
needed for an insurance agency located in Walnut Creek - Hybrid Remote!
This is a next-generation insurance agency at the forefront of climate and housing challenges. This role is ideal for someone excited to build, influence, and grow with a modern, advisory-driven agency from day one. Equity may be available with the agency. LEADS are provided. If you have this experience OR if you are looking for the next step in your career, this may be the job for you.
Job Details
DURATION : Direct Hire
WORKPLACE : Hybrid schedule offered after training / up and running
PAY : $70,000 - $80,000 per year, depending on experience. Plus bonus potential.
BENEFITS : This client offers a full comprehensive benefits package.
Responsibilities
Job Duties will include, but are not limited to:
Qualify and close new personal P&C business. You will not be required to source and find clients but rather quote and service ones that are brought into the agency.
Manage the full sales cycle from discovery through bind.
Gather and submit accurate underwriting information.
Work with carriers, MGAs, wholesalers, and surplus lines markets to secure coverage.
Advise clients on coverage options, pricing, and market constraints.
Set expectations around inspections, underwriting requirements, and risk mitigation.
Servicing requests from clients as needed.
Service Personal Lines Accounts to include endorsements, renewals, cancellations, etc.
Other job duties as required and/or requested.
Qualifications
3+ years of recent Personal Lines insurance sales and service experience within an Independent Agency environment.
Strong knowledge of homeowners' insurance and related lines.
Proven ability to close business in competitive or constrained markets.
Excellent communication and organizational skills.
Must be able to work in a fast-paced environment.
Desire to embrace and incorporate advanced AI tooling into sales workflows.
Proficient with Microsoft Excel, Word, and Outlook.
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needed for an insurance agency located in Walnut Creek - Hybrid Remote!
This is a next-generation insurance agency at the forefront of climate and housing challenges. This role is ideal for someone excited to build, influence, and grow with a modern, advisory-driven agency from day one. Equity may be available with the agency. LEADS are provided. If you have this experience OR if you are looking for the next step in your career, this may be the job for you.
Job Details
DURATION : Direct Hire
WORKPLACE : Hybrid schedule offered after training / up and running
PAY : $70,000 - $80,000 per year, depending on experience. Plus bonus potential.
BENEFITS : This client offers a full comprehensive benefits package.
Responsibilities
Job Duties will include, but are not limited to:
Qualify and close new personal P&C business. You will not be required to source and find clients but rather quote and service ones that are brought into the agency.
Manage the full sales cycle from discovery through bind.
Gather and submit accurate underwriting information.
Work with carriers, MGAs, wholesalers, and surplus lines markets to secure coverage.
Advise clients on coverage options, pricing, and market constraints.
Set expectations around inspections, underwriting requirements, and risk mitigation.
Servicing requests from clients as needed.
Service Personal Lines Accounts to include endorsements, renewals, cancellations, etc.
Other job duties as required and/or requested.
Qualifications
3+ years of recent Personal Lines insurance sales and service experience within an Independent Agency environment.
Strong knowledge of homeowners' insurance and related lines.
Proven ability to close business in competitive or constrained markets.
Excellent communication and organizational skills.
Must be able to work in a fast-paced environment.
Desire to embrace and incorporate advanced AI tooling into sales workflows.
Proficient with Microsoft Excel, Word, and Outlook.
#J-18808-Ljbffr