What are the responsibilities and job description for the Commercial Insurance Account Executive position at SDI Staffing?
Commercial Lines Insurance Account Executive Needed for an Insurance Agency Located in Laguna Hills, CA! – Hybrid Remote!
- This position reports directly to the President and offers a high degree of autonomy and authority to manage and grow the agency beyond its current size. Responsibilities include: Ultimately managing the support team, providing marketing direction, handling carrier appointments. In summary, this position will run the agency and is expected to drive both growth and profitability.
- HOURS: 9:00 am to 5:00 pm
- WORKSITE:
- Hybrid schedule (if the candidate lives within a reasonable distance of the office a hybrid schedule is preferred)
- In-office (option is available for someone who wants to work in office only)
- DURATION: Direct Hire
- PAY: $150,000 - $200,000 depending on experience and the client offers a bonus plan
Job Duties will include, but are not limited to:
• Preparing monthly production and activity reports.
• Managing/collecting receivables in conjunction with the Client Sales Executive.
• Meeting regularly with the Client Sales Executive to update, advise, and inform.
• Coordinating activities on accounts.
• Reviewing and delivering summaries, proposals, and policies.
• Leading, presenting, and participating in meetings with clients.
• Maintaining current Insurance Summaries on all accounts.
• Updating Certificates of Insurance (COWs) annually on all accounts.
• Delivering binders and invoices.
• Initiating client contact and orchestrating renewal strategy meetings.
• Gathering renewal underwriting information.
• Overseeing the process of preparing and updating underwriting specifications.
Requirements:
• 5–7 years of prior insurance experience as a successful Commercial Lines Insurance Account Manager or Account Executive in an Independent agency, with client management experience. Tead lead experience is a plus.
• College degree preferred.
• Active CA Property & Casualty license required.
• Proficiency in Windows-based software applications and basic typing skills
Salary : $150,000 - $200,000