SDI Staffing · 6 hours ago
Account Manager / Account Executive - Personal Lines
Walnut Creek, CA
Full-time
Hybrid
Mid Level
$70K/yr - $80K/yr
3+ years expSDI Staffing is a next-generation insurance agency at the forefront of climate and housing challenges. They are seeking a Personal Lines Insurance Account Executive / Account Manager to qualify and close new personal P&C business while managing the full sales cycle and advising clients on coverage options.
ConsultingFinancial ServicesInsuranceRecruitingStaffing Agency
Hiring Manager
Sharlene Theakston, CAC, CSP
Responsibilities
Qualify and close new personal P&C business. You will not be required to source and find clients but rather quote and service ones that are brought into the agency
Manage the full sales cycle from discovery through bind
Gather and submit accurate underwriting information
Work with carriers, MGAs, wholesalers, and surplus lines markets to secure coverage
Advise clients on coverage options, pricing, and market constraints
Set expectations around inspections, underwriting requirements, and risk mitigation
Servicing requests from clients as needed
Service Personal Lines Accounts to include endorsements, renewals, cancellations, etc
Other job duties as required and/or requested
Qualification
Required
3+ years of recent Personal Lines insurance sales and service experience within an Independent Agency environment
Active California Property & Casualty license
Strong knowledge of homeowners' insurance and related lines
Proven ability to close business in competitive or constrained markets
Excellent communication and organizational skills
Must be able to work in a fast-paced environment
Desire to embrace and incorporate advanced AI tooling into sales workflows
Proficient with Microsoft Excel, Word, and Outlook
Benefits
Full comprehensive benefits package
Company
SDI Staffing
SDI Staffing provides staffing and recruiting services to the insurance and financial services industries.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase