Commercial Lines Account Manager needed for an insurance agency located in Orange County, CA!
The Commercial Account Manager handles small business accounts and also works with 3 other Account Managers with overflow work (e.g., submissions, proposals, and other higher-level service requests), as well as provides backup for Account Managers who are out on PTO. This person would also manage the House Accounts.
HOURS: Monday – Friday, 8:30 am – 5:30 pm
DURATION: Direct Hire
WORKPLACE: In office
PAY: Depending on experience, $75,000 - $100,000 per year. (Candidate must have a minimum of 3 years of current Commercial Lines Account Manager experience to qualify for $85k-$100k base salary range.)
BENEFITS: This client offers a full comprehensive benefits package
Job Duties Prepare Acord applications and submissions
Marketing including pre-qualifying new business
Prepare proposals
Bind renewals and New Business as required
Pre-Renewal information to existing clients
Policy review and processing
Review insurance requirements for client contracts
Review and resolve certificate deficiencies
Manage Non-Service Center House Account renewals
Assist Account Manager with reporting claims
Create Premium Finance Agreements for clients
Complete other tasks as directed by Management
Requirements The qualified candidate must have recent experience working as an Assistant Commercial Account Manager or Commercial Lines Account Manager, minimum three years, in an independent agency environment.
Must hold an active CA Property and Casualty license.
EPIC is preferred but not required.
Good written and oral communication skills.
Self-motivated, self-disciplined, and self-confident.
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Commercial Lines Account Manager
SDI Staffing, Multiple locations
Pay: $75,000-$100,000/yr
Job type: Full Time