Senior Living Commercial Lines Account Exec – Remote

SDI Staffing; Scottsdale (AZ); Remote; USD 110,000 - 130,000; Full time

Benefits offered by this job

Comprehensive benefits package

401k plan

Paid time off

Job summary

SDI Staffing represents a well-established national insurance brokerage seeking an experienced Commercial Lines Account Executive to manage a Senior Living book of business. The role offers 100% remote work, with hybrid or in-office options if you live near an office.

Base salary is $110,000–$130,000 plus bonus, with hours 9 am–5 pm. Requirements include a state license, EPIC experience, and 5–10 years of relevant work experience.

Qualifications

• Bachelor’s Degree required or substantial work experience in lieu
• 5–10 years of relevant work experience required
• State specific license is required
• EPIC experience is required
• Knowledge of Senior Living accounts is required
• Excellent communication skills, verbal and written
• Strong multitasking & time management skills
• Proficient in Microsoft Office products (Excel, PowerPoint, Word, Publisher)
• Professional in appearance and business conduct with strong customer service

Responsibilities

• Assist with renewal meetings to present results to established client contacts
• Participate in client meetings and lead when necessary
• Understand complex financial analysis and claims data
• Participate in Prospect presentation meetings as needed
• Prepare renewal submissions for marketing; send and process complete renewal submissions
• Analyze quotes for accuracy and prepare spreadsheet of all quotes received
• Assist in data analysis to determine program structure options
• Create client presentation including quotes, spreadsheet, contract comparison and other internal marketing materials
• Submit sold business to insurance market and oversee implementation process
• Review documents issued by insurance company for accuracy
• Submit incorrect documents to insurance companies for revision
• Assist in supervising support staff to help manage workflow
• Other duties as assigned

Skills

Communication

Time management

Customer service

Sales support

Education

Bachelor’s Degree

State license

Tools

Microsoft Excel

PowerPoint

Word

Publisher

EPIC

Job description

SDI Staffing represents a well-established national insurance brokerage seeking an experienced Commercial Lines Account Executive to manage a Senior Living book of business. The role offers 100% remote work, with hybrid or in-office options if you live near an office.

Base salary is $110,000–$130,000 plus bonus, with hours 9 am–5 pm. Requirements include a state license, EPIC experience, and 5–10 years of relevant work experience.