Senior Commercial Lines Insurance Account Manager

SDI Staffing; La Mesa (CA); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Full benefits package

Job summary

SDI Staffing in California is seeking a Senior Commercial Lines Insurance Account Manager to support a growing book of business. After training, a hybrid schedule with 2-3 days remote work is available, with in-office collaboration during the onboarding phase.

You will document all activity in Nexsure, quote and renew coverage, and discuss policy details with clients while coordinating direct bill and agency bill renewals.

Qualifications

• Minimum five years of Commercial Lines experience in an independent agency setting.
• Must hold an active CA Property and Casualty license.
• Strong attention to documentation and processes is essential.

Responsibilities

• Assist one Producer with a growing commercial book of business (~$5M in premiums).
• Document everything thoroughly in the agency management system (Nexsure).
• Market, review, and prepare quotes/renewals for proposals.
• Discuss and review coverage with clients.
• Complete ACORD applications and supplements for New Business and Renewals.
• Attach email communications to Nexsure and follow up on underwriting documents.
• Submit bind orders and follow up for policies.
• Review policies and processes in Nexsure.

Skills

5+ years of experience

Detail oriented

Communication skills

Education

CA Property & Casualty license

Tools

Nexsure

Job description

Senior Commercial Lines Insurance Account Manager

Founded agency located in East County of Central San Diego, CA - Remote Hybrid!

This is a very well-established agency and has been around for over 50 years! Family-owned! This agency offers a very friendly and professional environment! This is not a high-turnover agency!

HOURS

Monday - Friday, 8:30 am - 5:00 pm

DURATION

Direct Hire

WORKPLACE

After training in the office and up and running, the agency is open to discussing a Hybrid schedule; 2 or 3 days remote work.

PAY

$85,000- $110,000 per year, depending on experience.

BENEFITS

This client offers a full comprehensive benefits package.

JOB DUTIES

• Will assist one Producer with a growing generalist Commercial book of business; approximately $5 mil in premiums.
• Documenting! Everything is documented and this is very important for this role!
• Market, review and prepare quotes/renewals for proposal
• Discuss and review coverage with clients
• Complete acord applications (New Business and Renewals)
• Complete supplementals (New Business and Renewals)
• Attach email communications to Agency Management System (Nexsure)
• Follow up with clients on requested underwriting documents
• Submit bind orders and follow up for policies
• Review policies and process in Agency Management System (Nexsure)
• Handle audit disputes
• Handle inspection recommendations
• Process Direct Bill and Agency Bill Renewals
• Discuss and process endorsements
• Certificate backup
• Follow up on open claims

REQUIREMENTS

• The qualified candidate must have recent experience working as a Commercial Lines Account Manager, minimum five years, in an independent agency environment.
• Must hold an active CA Property and Casualty license.
• Must be very detailed and able to multitask!
• Documenting is very important for this role.
• Must be comfortable with this process!
• Good written and oral communication skills.
• Self-motivated, self-disciplined, and self-confident.
• Nexsure agency management experience is a plus.
• Will train!