<![CDATA[SDI Staffing: talent_showcase]]> http://TALENT.SDISTAFFING.COM/ en-us <![CDATA[Bodily Injury Claims Adjuster]]> I have over 20 years experience within the Claims Industry. My knowledge varies from Personal Automobile Lines, Workers Compensation, Property & Casualty and Commercial Lines. I have worked with both Standard and Non-Standard Automobile Policies of Insurance with cases that ranged from minor disputed to complex litigation which involving fatalities and enjoyed working in the office as well as from home.

Notable Achievements:

  • While working in the non-standard insurance industry and with the assistance of local law enforcement and the National Insurance crime bureau, we exposed and took down one of the fraud rings located in the greater Los Angeles California area.
  • I was designated as the Person Most Knowledgeable in the Claims Department while working at an Insurance Company.
  • I was designated Special Investigator of The Month while working at a national provider of investigative and insurance fraud solutions.

Located in Mariposa, CA. Seeking a remote position on a temporary, temp to hire or direct hire basis. Available immediately.

Mon, 13 Nov 2023 00:00:00 PST 1 http://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-E9B487D3-5AF8-3981-BCBF-AB16F3BF9F9D.JPG
<![CDATA[Commercial Lines Account Manager]]> This Commercial Lines Account Manager is currently managing a $6M (premium) book and focus' on a range of industries, including non-profits, hospitality, real estate, manufacturing, and veterans' operations. Within this capacity, they provide support to three producers, dedicating 80% of their attention to renewals and 20% to new business. Each of their accounts ranges in revenue from $5,000 to $200,000.

Prior, this Commercial Account Manager oversaw a book of $20 million in premium, concentrating primarily on large accounts. They played a pivotal role in servicing lessors and managing risk policies. Their primary focus was on renewals and they supported one producer in this position. Daily responsibilities included renewals, marketing, coverage changes, audits, loss runs, email responses, endorsements, certificates, and billing.

Lastly, this candidate has worked as a Commercial Lines Customer Service Representative (CSR). In this role, they collaborated with three account executives, efficiently handling tasks such as policy checks/changes and processing certificates. They provided valuable assistance with a book of business that centered on lessor risks and day care centers.

  • Located in La Mesa, CA
  • Seeking $120k+ base salary
  • Open to Direct Hire - Hybrid or Remote
  • EPIC, AMS 360, & Applied TAM experience
  • Active CA Property & Casualty License
  • Bachelor's Degree
Tue, 31 Oct 2023 00:00:00 PDT 1 http://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Bilingual Spanish, Employee Benefits Account Executive]]> I'm a seasoned Consultant and Senior Account Executive with 20 years of insurance experience in B2B employee benefits consulting, account management, self-funding, corporate wellness, and bilingual presentations. B2B sales through strategic marketing campaigns and unparalleled successful client retention. Recognized as a subject matter expert in Health Care Reform (ACA) individual and employers mandate and a trusted advisor to small and large group employers. Expert knowledge of core medical plans, supplemental products, State and private exchanges, and Self/Level-funding. Conduct in-depth analysis, effective negotiations providing client solid solutions. Skilled at promoting transparent communications, educating clients on industry trends to attain realistic expectations and ensuring clients best interest. ** Certification: Self-Funding - courses included Cost containment, Stop Loss, and Plan Administration.

  • Located in Winnetka, CA
  • Open o Direct Hire or Temporary positions
  • In Office, Hybrid or Remote
  • Will consider $110K+ base salary
  • Active CA Life/Health License
  • Masters & Bachelor's Degree
  • Bilingual English/Spanish
Thu, 26 Oct 2023 00:00:00 PDT 1 http://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Account Representative, Bilingual Vietnamese]]> This candidate holds an active Property Casualty & Life Health license, a Bachelor's Degree, and is fluent in Vietnamese. They work as an Account Representative in Group Benefits, managing accounts of 1,000 to 3,000 lives, specializing in life, dental, group, vision, disability, and long-term care insurance. They excel in policy servicing, coverage reviews, updates, and client proposal preparation.

This candidate has also worked in a Call Center as a Commercial Lines Customer Service Representative. On average, they serviced 100 calls per day and focused on errors and omissions policies, assisting 10 Account Managers, processing certificates, updating policies, assisting in claim filings and addressing coverage questions.

  • Located in Garden Grove, CA
  • Open to Direct Hire opportunities on a Remote Only basis
  • Seeking $50K+ base salary
  • Active CA P&C and Life/Health Licenses
  • Bilingual: English/Vietnamese
  • Bachelor's Degree
Thu, 19 Oct 2023 00:00:00 PDT 1 http://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[BILINGUAL SPANISH ACCOUNT MANAGER]]> With over ten years of experience in the insurance industry, I am a passionate and dedicated account manager specializing in property, casualty, and commercial insurance for professional athletes nationwide. I am committed to delivering exceptional service, building trust, and exceeding expectations for my book of business. In my current role, I underwrite, sell, cross-sell, and service insurance policies to standard and preferred markets, using data entry systems and Microsoft Office. I also interview and gather confidential information via email, Zoom, phone, and text to assess the risks and need for proper coverage. I have reached quarterly renewal and coverage upgrade goals, earning bonuses and higher commissions. I also developed and maintained strong relationships with insurance carriers, MGAs, and lienholders. I am proficient in AMS360, a software that allows me to manage and track policies, certificates, and endorsements. I hold insurance agent licenses in property and casualty, accident, health, and life, issued in California and fourteen other states.

  • Bilingual English/Spanish
  • AMS360, Hawksoft, FSC and advanced Microsoft Office experience
  • Associates Degree
  • Active Property & Casualty and Life & Health Licenses
Thu, 31 Aug 2023 00:00:00 PDT 1 http://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Bilingual Spanish, Personal Lines CSR - High Net Worth]]> This candidate is an experienced Personal Lines Insurance professional with excellent job stability. They are bilingual Spanish and have active Property & Casualty and Life & Health licenses.

They have worked at a Direct Writer as a CSR and Sales Representative for the last 20 years. They are adept at providing sales (40%) and servicing (60%) to their personal clients. They delivered exceptional customer service to all the 5000 policy holders that included responding to quoting policies, processing applications, and issuing policies. Policies averaged between $5K-$6K in premiums, but their High-Net Worth clients policies averaged $30K. They also processed endorsements, renewals, cancellations, and other client requests. This candidate has experienced marketing to different carriers such as CA Fair Plan, USLI, Superior Flood, Bumble, American Modern, Union General and Bristo West.

Located in Mecca, CA and seeking a Direct Hire, Remote position that offers $60K+ per year.

Thu, 31 Aug 2023 00:00:00 PDT 1 http://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Sr Personal Lines CSR / Office Manager]]> With over two decades of experience at State Farm, this candidate has excelled in a dynamic role blending Customer Service, Sales, and Office Management. They were responsible for overseeing the agency, managing 2 team members, working on a 50/50 blend of new business and renewals, assisting with preparing proposals, optimizing cross- selling, and efficiently handling inquiries. This candidate would also harness internet leads for business growth.

They are immediately available and offer excellent job stability and active Property & Casualty and Life & Health licenses. They reside in El Cajon, CA, will consider $48K - $60K on a Direct Hire, full-time basis.

Mon, 21 Aug 2023 00:00:00 PDT 1 http://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Sr Life Case Manager]]> With over 17 years at an insurance agency, this candidate excelled as a Senior Case Manager, facilitating smooth agent-underwriter communication. They meticulously reviewed life insurance applications, ensuring accuracy and proactively addressed missing/incorrect information. Their role encompassed medical record requests, maintaining agent updates, and analyzing insurers' products. They worked with multiple carriers such as Corebridge Financial, TransAmerica, Lincoln Financial, American National and Prudential.

This candidate offers excellent job stability and is proficient in using iPipeline, OneHQ and Microsoft Office. Located in Santee, CA, open to traveling up to 20 miles and will consider $25+ per hour.

Mon, 21 Aug 2023 00:00:00 PDT 1 http://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Underwriter]]> This candidate has over 6 years of Commercial and Personal Lines Associate/Analyst Underwriting experience. They offer an active P&C license and a Bachelor’s degree. They worked as a Commercial Lines Underwriter where they held $50K in premium underwriting authority. They were focused on Commercial Real Estate risks (i.e. strip malls, office buildings, HOA and Apartment complexes) and coverage included workers’ comp, property, general liability, BOPs and Commercial Auto. Prior, this candidate worked for an Insurance Company in a Underwriting Support Technician where they provided catastrophic coverage to homeowners that included earthquake and wind. They also took on in-house projects to help management. This candidate also worked as an Underwriting Analyst for a large Insurance Company. In this role they underwrote small risk medical offices, medical professional (doctors, surgeons and anesthesiologist). Lines included professional and medical liability. They would work directly with the insured and the individual average policy was $2K in premium to group up to $2M. They were responsible for 300-400 policies that were 60% renewals and 40% new business.

Ideally, this candidate would like an insured facing position. They are open to going out in the field. The non-profit sector would be a good niche, as they are seeking a position that enables them to make a difference. They reside in Benecia, CA and open to Direct Hire positions on a Remote Only basis offering $75K+ per year.

Mon, 21 Aug 2023 00:00:00 PDT 1 http://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Underwriting Assistant]]> This candidate is an experienced Underwriting Associate. In their current role, they handle 80% manufacturing and 20% professional liability risks at an insurance company, focusing on new business submissions and collaborating closely with underwriters. They review 30 policies on average per week and are responsible for ensuring all applications being submitted are rated correctly.  Prior to this, this candidate managed 20 policies per day, with a focus on cyber and technology-related areas. They played a crucial part in policy submissions, claims management, and maintained partnerships with firms such as AON, Willis Towers Watson and Marsh McClennan.

With a proven track record of effectively managing high volumes, their goal is to contribute their skills and pursue growth within a company that values expertise and offers opportunities for advancement.  Open to Remote Only positions on a Direct Hire basis offering $80K - $85K per year.

Mon, 21 Aug 2023 00:00:00 PDT 1 http://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Underwriter]]> This experienced insurance professional offers a demonstrated track record of success in the field, a Bachelor's Degree and experience using Applied EPIC.

Their insurance career started as an Underwriting Assistant at an Insurance Company focusing on construction risks. They supported underwriters with a $65 million book and managed new policy submissions, billing, certificates, and endorsements. Later, they lead a team of six underwriting assistants, managed team dynamics, provided training, and divided attention between new business development and policy renewals. They proficiently delegated tasks while personally overseeing their own portfolio.

They have since advanced to an Underwriter at a prominent Retail Agency, managing a diverse $40 million book, specializing in Workers Compensation, General Liability, and Commercial Auto policies. They skillfully handle policy renewals and manage policies ranging from $500,000 to $3 million in premium.

Tue, 08 Aug 2023 00:00:00 PDT 1 http://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Account Executive]]> This licensed insurance professional offers excellent job stability, holds active Property & Casualty and Life & Health licenses, possesses strong computer skills, and proficiency with Applied Epic.

Most recently they worked as a Commercial Lines Account Executive. In this role, the main focus was on physicians' policies. They supervised a team consisting of 2 account executives and 2 CSRs. Responsibilities included ensuring that all physicians' policies complied with the appropriate guidelines, handling policy changes, billing, endorsements, marketing new and renewal business, and following up to ensure policy updates. They oversaw 500 active accounts with premium amounts ranging from $5,000 to $15,000.

Prior, this candidate gained experience at an Independent Agency as a Commercial Lines Account Executive. During that time, they managed a $20 million book of business and led a team of 7 individuals. They handled accounts with average premiums ranging from $5,000 to $500,000. Responsibilities were divided equally between new business and renewals. These were generalized risks.

This candidate also served as a Senior Account Executive at an Insurance Brokerage, with a focus on managing entertainment risks. They assisted in consolidating packaged policies for high net worth clients and ensuring their policies were in effect. Additionally, they handled new business and renewals, as well as commercial accounts such as general liability, workers' comp, excess liabilities, and BOP policies.

Tue, 01 Aug 2023 00:00:00 PDT 1 http://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Personal Lines CSR / Sales Rep]]> An accomplished and motivated sales professional with a strong foundation in the insurance industry, this candidate holds P&C licenses and is fluent in Arabic. With a successful track record spanning four years, they have consistently demonstrated a commitment to driving sales, nurturing client relationships, and effectively communicating complex information.

In their most recent role at an established insurance agency, the candidate showcased their prowess in cold calling, generating approximately 150 leads. Their focus on personal lines, particularly home and auto insurance, resulted in an impressive $20K - $30K in premium revenue. Notably, the candidate strategically marketed auto policies through a specific carrier while diversifying options for homeowners through various partners.

Prior to this, the candidate's outstanding sales achievements led them to become a top producer at another insurance agency. They averaged $10,000 in monthly premiums, showcasing their adeptness at cold calling, referral management, and skillful cross-selling. Beyond sales, they excelled in handling insurance reviews, daily servicing, billing, endorsements, and EOIs, effectively balancing a 60% sales and 40% servicing workload.

In an earlier role as a Customer Service Representative at a different agency, the candidate demonstrated a strong dedication to client satisfaction by efficiently managing the servicing needs of Personal Lines clients. Their proactive approach extended to providing new business quotes in the owner's absence. This experience also involved collaborating with a variety of carriers, showcasing their proficiency in marketing to multiple partners.

With a proven history of exceptional sales performance, a client-centric mindset, and a comprehensive understanding of the insurance landscape, this candidate is well-prepared to make a valuable impact in any insurance organization. Their P&C licenses, bilingual fluency, and industry expertise position them as a compelling asset for driving growth and success in the dynamic realm of insurance sales and service.

Tue, 01 Aug 2023 00:00:00 PDT 1 http://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Personal Lines CSR - Bilingual Spanish]]> This licensed insurance professional offers great job stability, with active P&C and Life & Health licenses. Proficient in both English and Spanish, they have demonstrated their dedication to the insurance industry.

Most recently, they were working as a Customer Service Rep for a Direct Writer, where they focused solely on renewals, managing both personal and commercial lines. Their service-oriented approach included handling billing, payments, initiating new claims, as well as skillfully cross-selling/upselling.

Prior, they were equally adept at new business and renewals (50/50), successfully selling an average of $20k-$30k in new business premiums. Balancing these responsibilities allowed them to cultivate a diverse clientele while ensuring the satisfaction of existing customers.

Tue, 25 Jul 2023 00:00:00 PDT 1 http://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-