What are the responsibilities and job description for the Account Manager Team Lead position at SDI Staffing?
Sr. Commercial Lines Insurance Account Manager / Team Lead needed for an Insurance Agency located in North County of CA. Hybrid Remote!
- Great opportunity with a growing insurance agency who understands work/life balance!
- HOURS: 8:00 am – 5:00 pm
- DURATION: Direct Hire
- WORKPLACE: After training, a Hybrid schedule can be discussed.
- PAY: $95k - $125k per year, depending on experience. Plus bonus potential!
- To qualify for $110k - $125k the qualified candidate must have a minimum of 10 years’ experience working as a Sr. CL Account Manager within an independent agency environment, team lead experience, good job stability and know EPIC (intermediate to advanced level)!
- BENEFITS: This client offers a full comprehensive benefits package to include health, dental, vision and a 401-k plan with a match. The company pays 100% of the employee's benefits and offers a generous PTO plan.
Job duties will include, but are not limited to:
The Account Manager will be managing a Generalist book of business; $1 mil in revenue!
Must be able to manage a book of business from A-Z to include marketing, surplus lines, quotes, rating, drafting proposals, processing endorsements, contract reviews, invoicing within EPIC, new business and renewal management, claims.
The Account Manager will also serve in a Team Lead capacity, overseeing a team of 4–5 members. The ideal candidate will have experience managing team performance and metrics (productivity, accuracy, client satisfaction) and have a strong understanding of workflow timelines, including the timely processing of certificates and policy renewals, ensuring all deadlines are consistently met. Will report back to the management team with information as requested.
- Requirements:
- Minimum of 8 years’ experience recently working as a Sr. CL Account Manager, working within an independent agency environment.
- It is required to have some Team Lead or Management experience.
- The qualified candidate must hold an active CA Property/Casualty license.
- Proficient with Microsoft Excel, Word, and Outlook.
- EPIC experience preferred.
Salary : $95,000 - $125,000