Native English and Spanish speaker

Comprehensive knowledge and understanding of accounts payable and receivable; skilled in Microsoft Word, Teams, Outlook, PowerPoint, Excel, Duck Creek, UMS, Wrike, Salesforce, Biller Express, Bill It Now, and Insurity

Amiable and attentive to detail; accustomed to working in a fast-paced environment.

• Located in San Diego, CA
• Seeking $28.00 - 30.00 per hour
• Open to Direct Hire, Temp-to-Hire, Full-time, In-office, Hybrid or Remote
• College degree, Bilingual Spanish, and Duck Creek experience.

• Located in Poway, CA
• Seeking $80,000 - $90,000 per year
• Open to Direct Hire, Full-time and Remote or in-office
• No Insurance Industry Experience,  Bilingual Spanish 

• Located in Lafayette, CA
• Seeking $100,000 - $110,000 per year
• Open to Direct Hire, Full-time and Remote or in-office
• Applied EPIC and AMS360 Experience, Active CA Fire/Casualty Licenses

In their previous role as a Senior Employee Benefits Account Manager at a leading independent agency, they skillfully managed a $4 million book of business. Overseeing 16 accounts with sizes ranging from 20 to 1,000 lives, they collaborated closely with 7 to 10 producers to deliver outstanding results.

Their experience spans across diverse sectors including construction, technology, non-profits, real estate, and community centers, ensuring tailored solutions for various risk profiles. Proficient in managing a range of policies including health, dental, life, vision, voluntary disability, and group life, they excel in navigating complex insurance landscapes.

On a daily basis, they handle a myriad of responsibilities, from renewals and marketing to quoting and presentations. Their adeptness in client engagement shines through in every meeting, where they review goals, strategize solutions, and foster lasting partnerships.

With a comprehensive skill set encompassing policy management, carrier negotiations, and benefit plan analysis, this candidate is poised to make a significant impact in their next role within the insurance industry. Embrace the opportunity to leverage their expertise and drive success within your team.

• Located in Pittsburg, CA
• Seeking $105,000 - $115,000 per year
• Open to Direct Hire, Temp-to-Hire, Full-time and Remote or Hybrid
• Active CA Life/Health Licenses, and EPIC, EASE, and Benefit Pro experience.

Currently serving as a Commercial Account Manager for an Independent agency, they oversee a $3,000,000 premium book of business, specializing in Medical risks encompassing Doctors, Hospitals, Med Spas, Groups, and Nurses. Tasked with managing all lines, including CL Auto, Medical Malpractice, D&O, Cyber, Property, GL, and WC, they diligently care for accounts from start to finish. As the primary point of contact following the departure of the main Producer, they support all Producers handling these risks, facilitating account management and renewal processes. From client communication and market presentations to underwriting coordination and proposal preparation, she ensures seamless transactions. Responsibilities extend to policy issuance, premium finance management, and daily servicing, encompassing certificates, endorsements, inquiries, and documentation.

Their prior insurance position was working with four Producers on both Personal (70%) and Commercial (30%) accounts. Managing a range of Commercial risks, from Pool Cleaners to Contractors, they adeptly handled policy binding, servicing, and client support, demonstrating versatility across varied policy types ranging from $8K to $10K in premiums.

Driven by a passion for client satisfaction, they excel in cultivating relationships, driving cross-selling opportunities, and leveraging referrals to expand the client base. With a blend of technical expertise, client-centric focus, and a proactive approach, this candidate is poised to make valuable contributions to any organization within the insurance industry.

• Located in Mesa, AZ
• Seeking $65,000 - $70,000 per year
• Open to Direct Hire, Temp-to-Hire, Full-time and Hybrid or Remote
• Active AZ Fire/Casualty Licenses, and EPIC experience.

With a book size totaling around $ 3 million in premium, they manage approximately 500 accounts, each comprising 10-20 contract bonds. Their focus primarily lies in serving contractors which is 100% of her client base. They also handle various types, including surety payment, bonded, subdivision, government, maintenance, and road use, and across a diverse range of other coverage lines such as CL Auto, Prop, WC, GL, Prof Liab, Inland/Ocean Marine, Umbrella, and Excess.

In addition to her core responsibilities, they are proficient in processing certificates and endorsements, further demonstrating her commitment to delivering comprehensive service and exceeding client expectations.

• Not available until June 2024 as Relocating to El Cajon, CA
• Seeking $105,000 - $115,000 per year
• Open to Direct Hire, Temp-to-Hire, Full-time and Hybrid or Remote
• PENDING CA Fire/Casualty Licenses, EPIC, and Sagitta experience.

• Located in Huntington Beach, CA
• Seeking $90,000 per year
• Open to Direct Hire, Full-Time, Remote or Hybrid
• CA Property & Casualty and Life & Health Licenses
• EPIC experience

In their current role, they spearhead the preparation of quarterly and annual statutory financial statements, collaborating closely with key stakeholders such as the CFO and Controller. Their expertise extends to handling tax returns, general ledger entries, and providing crucial support during audits. Prior roles further solidified their proficiency in financial reporting and accounting duties.

With a focus on efficiency and accuracy, this candidate leveraged PivotTable techniques to identify areas for improvement, ultimately aiding management in optimizing business performance.

Confident, personable, and committed to excellence, this candidate is poised to drive success in any accounting or finance role, delivering measurable value through expertise, diligence, and proactive problem-solving.

• Located in Ontario, CA
• Seeking $105,000 - $115,000 per year
• Open to Direct Hire, Temp-to-Hire, Full-time and Remote or Hybrid
• Bachelors degree and Advanced MS Excel Skills 

Currently employed as an Account Manager for an Independent agency, this individual specializes in both commercial and personal lines. With a focus ratio of 70% on commercial lines and 30% on personal lines, they excel in managing a diverse range of policies, including those for restaurants, smoke shops, apartments, and lessors' risks.

Key responsibilities include comprehensive management of the existing book of business, encompassing renewal processes and high-quality customer service. From policy changes to marketing initiatives, this candidate handles tasks with precision and efficiency. Their skill set extends to creating proposals, generating quotes, managing certificates, endorsements, invoicing, billing, and ensuring seamless submission of renewal documentations.

In summary, this candidate offers a valuable combination of expertise, dedication, and a commitment to excellence. With a strong foundation in insurance services and a drive for professional development, they are well-positioned to contribute significantly to any team looking to enhance its capabilities and achieve greater success.

• Located in Sherman Oaks, CA
• Seeking $55,000 - $65,000 per year plus incentives.
• Open to Direct Hire, Temp-to-Hire, Full-time and Remote, in-office, or Hybrid
• EzLynx experience

In their most recent role at an Independent agency, they handled the submission of insurance risks to multiple carriers, catering to large accounts ranging from $100K to $1 million in premiums, with a predominant focus on new business for contractor risks. They collaborated closely with producers and underwriters throughout the process, from obtaining quotes to finalizing proposals for client approval.

Prior to his this tenure, they served at another agency, where he undertook two distinct assignments. Initially, as a CL Sales Agent, engaged in 100% sales efforts, handling a diverse range of accounts provided with leads, including contractors, truckers, tow truckers, retail businesses, small home businesses, and e-commerce ventures. Secondly, in the role as a Personal Sales Agent, focused on selling home and auto insurance policies, demonstrating versatility across different insurance domains.

This candidate is looking for a Marketing/Placement Specialist role in commercial lines with an Independent agency.

• Located in Palm Springs, CA
• Seeking $65,000 - $70,000 per year
• Open to Direct Hire, Temp-to-Hire, Full-time and Remote
• Active CA Fire/Casualty Licenses, Bilingual Spanish, and EPIC, AMS360 and Hawksoft experience.

Prior to her current role, they were an underwriting assistant in commercial lines and supported Underwriters managing a $10 - $13 million book of business with risks such as parking lots, auto manufacturers, and antique car risks, manufacturers, restaurants, and technology companies.

Colleagues would describe this candidate as outgoing, dependable, reliable, and hardworking, traits that have undoubtedly contributed to her success in the insurance industry. With extensive experience and a proven track record, this candidate is poised to bring exceptional value to any team she joins.

• Located in San Diego, CA
• Seeking $80,000- $85,000 per year and wants to stay in workers comp
• Open to Full-time and Remote or Hybrid or in-office

At previous roles, excelled in managing diverse portfolios, from commercial policies for HOAs to personal lines for high-net-worth clients. Handled all aspects of the insurance process, from new business acquisition to renewal applications, quoting, proposals, and marketing at trade events.

As a Preferred Sales Manager, successfully led a team of 25 agents, overseeing recruitment, training, and coaching while managing departmental productivity and expenses. Managed a departmental book valued at $1.5 million, with a focus on both personal and commercial lines, ensuring optimal client satisfaction and retention.

Skilled in servicing accounts, processing renewals, endorsements, certificates, and bonds, while consistently meeting client needs and exceeding performance targets. Adept at navigating a range of carriers, including Hiscox, Allstate, Safeco, Liberty Mutual, Nationwide, Travelers, and more, to provide tailored solutions to clients' insurance requirements.

• Located in Hemet, CA
• Seeking $55,000 - $65,000 per year plus incentives.
• Open to Direct Hire, Full-time and Remote or Hybrid
• Active CA Property/Casualty and Life/Health licenses

Currently with an Insurance Company, this candidate's journey began as an Accounting Assistant, swiftly ascending to the role of Staff Accountant due to their exceptional performance and aptitude. In this capacity, they played a pivotal role in managing daily Accounts Receivable operations, processing payments, and providing invaluable assistance to insured individuals with billing inquiries. Responsibilities extended to overseeing Accounts Payable tasks for the claim department and vendors, all while providing critical support to the Controller.

Recognized for her outstanding contributions, they were then promoted to Senior Staff Accountant within a year and a half, where they assumed comprehensive responsibility for Accounts Receivable management, meticulous reconciliation of bank accounts, and execution of monthly general ledger entries and journal entries. Their current tenure at underscores her unwavering dedication, precision, and expertise in insurance accounting practices.

• Located in Vallejo, CA
• Seeking $100,000 - $115,000 per year
• Open to Direct Hire, Full-time and Remote or Hybrid
• 2 Bachelor's degrees in Accounting and Associate in Insurance

• Located in Fountain Valley, CA
• Seeking $55,000- $65,000 per year
• Open to Full-time and Remote or Hybrid
• Bilingual Spanish and EPIC expereince

Operating with confidentiality at the forefront, our expert spearheaded a high-performing team, ensuring seamless operations while overseeing a lucrative portfolio generating $600k in revenue. From construction to technology, retail to professional lines, our specialist boasts comprehensive experience across diverse risk domains, delivering tailored solutions with precision and agility.

This strategist is always leveraging unparalleled industry insights and fostering deep-rooted relationships with top carriers. Whether it's tackling escalated issues or orchestrating seamless backend operations, rest assured, your business is in capable hands. Elevate your insurance endeavors today with a partner you can trust.

• Located in Los Angeles, CA
• Seeking $115,000 - $125,000 per year
• Open to Full-time and Remote or Hybrid or in-office
• Bilingual - English and Hindi

• Located in Corona, CA
• Seeking $45,000 - $55,000 per year plus incentives if sales role
• Open to Full-time and Remote only Hire - Remote, Hybrid, in-office
• Bachelor's Degree in Philosophy and Attained Life, Health, Property & Casualty, & Series 6 & 63 Licenses.

This candidate made significant contributions to the operations of an Independent Insurance Agency and handled correspondence, meticulously organized agents' schedules and played a vital role in assisting an Account Manager with Commercial lines renewals, certs processing, processing endorsements, and maintaining seamless communication with carriers, and has expertise with EPIC including the completion of applications, certs, endorsements, and billing tasks, ensuring efficient workflow within the agency.

With a strong foundation in administrative roles and a proven track record of adaptability and professionalism, this candidate is well-equipped to positively impact any organization seeking a dedicated and capable team member.

• Located in Poway, CA
• Seeking $50,000 - $55,000 per year
• Open to Full-time - Remote, Hybrid, in office
• EPIC Experience

Thriving as an Employee Benefits Rep at a prestigious independent agency, this candidate manages a diverse portfolio of 80-100 accounts, specializing in small groups ranging from 10-150 lives. From trucking to nursing homes, and from real estate to after-school programs, this candidate navigates through various industries with finesse.

With a firm grip on policies including health, dental, vision, and life, this candidate ensures seamless onboarding and termination processes, adeptly handles billing and claims, and diligently maintains eligibility requirements.

Renewal packets? Handled. Escalated issues? Resolved. Collaboration with carriers? A breeze. With this candidate on your team, success is not just a goal—it's an expectation.

• Located in Downey, CA
• Seeking $70,000 - $75,000 per year, depending on opportunity
• Open to Full-time and Remote of Hybrid
• Experience with Ease, Benefits Point, COBRA, and Health Connect

• Located in Redding, CA
• Seeking $35.00 per hour, depending on opportunity
• Open to Part-time and Remote only
• AMS 360 Experience

With experience in managing a hefty portfolio of policies, this individual seamlessly handles all aspects from A-Z. Their responsiveness to client needs ensures top-notch service, with a keen focus on renewals and account servicing. Billing, endorsements, renewals, quoting – they mastered it all, even tackling escalated tasks with ease.

This candidate is open to transitioning into a Commercial lines role with an Independent agency and their blend of proactive communication, industry expertise, and a customer-centric approach make them an invaluable asset to any team.

• Located in Tustin, CA
• Seeking $65,000 per year, may be negotiable if opportunity to learn commercial lines 35.00 per hour, depending on opportunity
• Open to Full-time and Remote, Hybrid or in- office
• Bilingual Spanish 

• Located in Phoenix, AZ
• Seeking $65,000 per year, may be negotiable if opportunity to learn commercial lines 35.00 per hour, depending on opportunity
• Open to Full-time and Remote and Hybrid 
• EPIC, TAM, AMS360 Experience

With extensive experience as a Commercial Lines VP, managing the team and working as Account Executive on a book of business generating $2 million in revenues, they specialize in areas such as transportation, manufacturing, grocery chains, financial services, real estate, construction, non-profits, cyber, tech, and food businesses, both domestically and internationally.

They work with a range of policies including General Liability, Workers' Compensation, Commercial Auto, Excess, Umbrella, Errors & Omissions, EPLI, Directors and Officers, cyber, sexual harassment, and has excellent experience handling large workers comp accounts. They worked with carriers and brokers such as Chubb, Hartford, Travelers, Westchester, Lexington, RT Specialty, and others. Additionally, they oversaw a team of employees including Customer Service Representatives and Account Managers.

Their focus lies on renewals and cultivating new business, often engaging in networking events and happy hours to expand their client base, although a significant portion of their clients are acquired through word of mouth. They also have experience working in the employee benefits department.  Has active CA P/C licenses and available to work starting in April 2024

• Located in Mill Valley, CA
• Seeking $150,000 - $200,000 per year, depending on opportunity.  May be negotiable for temp work
• Open to Full-Time, Temp, Temp-to-hire and Direct Hire - Remote only
• EPIC Experience

• Located in Moreno Valley, CA
• Seeking $100,000 + per year, depending on opportunity
• Open to Full-Time, Direct Hire - Remote, Hybrid
• Hawksoft and AMS 360 Experience
· Fluent in four languages English, Urdu, Hindi, and Punjabi 

• Located in Temecula, CA
• Seeking $75,000 - $80,000 per year, depending on opportunity
• Open to Full-Time, Direct Hire - Remote or Hybrid
• Proficient in Microsoft Office Suite, Nexsure, EZlynx and AMS360

• Located in Fresno, CA
• Seeking $100,000 per year on Direct hire or $45-$50 per hour on temp assignments
• Open to Full-Time, Temp, Temp-to-Hire or Direct Hire - Remote ONLY
• Licensed in 29 states including CA, UT, and TX

• Located in Lancaster, CA
• Seeking $90,000 - 100,000 per year, depending on opportunity
• Open to Full-Time, Direct Hire - Remote
• Claims Adjuster Licensed in Texas, Kentucky, Oklahoma, Maine, and So. Carolina.

Relevant Skills:

Microsoft Office Suite (Word, Excel, PowerPoint, Teams, OneDrive),

Client Relationship Management, Communication, Critical Thinking Detail-oriented, Organized, Problem-solving, Project Management, Team Collaboration, and Time Management.

Certifications: Property & Casualty License (California Department of Insurance) 

• Located in Culver City, CA
• Seeking $50,000 - $60,000 per year, depending on opportunity
• Open to Full-Time, Direct Hire, Temp-to-Hire, Remote, Hybrid, or in-office 
• Active CA P/C license but no industry experience. 

• Conversational Japanese

• Located in El Cajon, CA
• Seeking $60,000 - $70,000 per year, depending on opportunity
• Open to Full-Time, Direct Hire - Remote, Hybrid, or in-office (but agency must be located in East County to commute into office)
• Hawksoft Experience

Currently employed at a local direct writer agency, divides time evenly between personal lines and commercial lines, specializing in construction, real estate, retail, and lessors' risks for commercial lines. Focuses on a balanced approach, allocating 50% to new business and 50% to renewals.

Achieved a 25% increase in new business by proactively seeking referrals. Manages various responsibilities including renewals, proposal preparation, billing, certificates, and endorsements, showcasing a comprehensive skill set.

• Located in San Diego, CA
• Seeking $60,000 - $70,000 per year, depending on opportunity
• Open to Full-Time, Direct Hire - Remote, Hybrid, or in-office
• EPIC Experience for the past 6 months

• Located in San Diego, CA
• Seeking $70,000 + per year, depending on the opportunity
• Open to Temporary, Temp-to-Hire or Direct Hire - Hybrid or Remote
• Bilingual Spanish

Currently overseeing a $2,400,000 revenue book of business comprising significant accounts. Responsible for day-to-day account servicing, marketing, endorsements, certificate management, proposal preparation, and providing support during presentations and risk management meetings. Although supported by a certificate processor for one account, this candidate remains the primary contact for the entire book of business. Proactively engages with clients throughout the year to ensure comprehensive coverage and satisfaction, particularly considering the high service demands of these accounts.

Possessing extensive experience with reputable carriers such as Chubb, Liberty Mutual, CNA, Zurich, and AIG, this candidate has effectively managed various lines of coverage, including General Liability, Professional Lines, Property, Excess, Auto, among others.

• Located in Phoenix, AZ
• Seeking $110,000 - $120,000 per year, depending on opportunity
• Open to Full-Time, Direct Hire - Remote ONLY
• Applied EPIC Experience

 
• Located in Phoenix, AZ
• Seeking $55,000 - $60,000 per year, depending on opportunity
• Open to Full-Time, Direct Hire - In office, Hybrid or Remote
• Trilingual - English, Punjabi & Hindi

• Located in Laguna Niguel, CA
• Seeking $60,000 base + commissions and can be flexible depending on opportunity
• Open to Full-Time, Direct Hire - In office, Hybrid or Remote

Great job stability and has held various roles with last employer such as Retention Manager and Sr. Account Manager. As Retention Manager they achieved an 85% retention rate by proactively engaging insureds 60 days before renewals. Managed renewals, reviewed quotes for accuracy, negotiated with underwriting, and ensured policy binding. Promoted to Sr. Account Manager, overseeing renewals, daily servicing, and managing a team of 6 Account Managers and a book of $6,000,000 in annual premium.

• Located in Northridge, CA
• Seeking $70,000 - $80,000 per year, depending on opportunity
• Open to Full-Time, Direct Hire - In office, Hybrid or Remote
• AMS 360 Experience

• Located in Covina, CA
• Seeking $56,000 - $65,000 per year, depending on opportunity
• Open to Full-Time, Direct Hire, Temp-toHire - Hybrid or Remote
• Bilingual Spanish, I-Car Certified, Experience using Clarity and Autolink 

Currently, they work as a Surety Coordinator specializing in handling contractor bond policies. In this role they are responsible for processing bond applications, creating bond forms, managing invoices through EPIC, and generating reports using Excel.

• Located in San Diego, CA
• Seeking $80,000 - $85,000 per year, depending on opportunity
• Open to Full-Time, Direct Hire - Hybrid or Remote
• EPIC Experience

In their previous position at a fast-paced insurance company, the candidate focused on Casualty and Excess lines. The office environment was characterized by high levels of activity. Their responsibilities included handling an average of 100 new submissions per day from brokers. This entailed setting up files, meticulously verifying that all necessary details were included, and subsequently forwarding the information to an Underwriter for evaluation. Once the Underwriter approved new and renewal submissions, the candidate would proceed to bind and send out the policies. They also effectively managed additional tasks such as handling loss runs, processing endorsements, updating payroll information, and managing vehicle additions and removals.

The candidate's dedication to job stability, proficiency in underwriting support tasks, and ability to handle a demanding workload contributed to their success in maintaining smooth operations within the organization.

• Located in Chula Vista, CA
• Seeking $23.00 - $28.00 per hour, depending on opportunity
• Open to Full-Time, Temp-to-Hire or Direct Hire - In-office, Hybrid or Remote

• Located in Oceanside, CA
• Seeking $23.00 - $28.00 per hour, depending on opportunity
• Open to Full-Time, Temp-to-Hire or Direct Hire - In-office, Hybrid or Remote

This candidate has proficiency in managing large accounts in Commercial Lines, bringing a strategic and detail-oriented approach to the table and has the ability to not only manage existing business but also drive up-selling and cross-selling initiatives to secure new accounts.

Based in Northridge, CA, this candidate is seeking a base salary of $95,000, with flexibility for a hybrid or in-office work environment for a salary range of $100,000 to $105,000, commensurate with their expertise. They offer an active CA Property and Casualty license, and is immediately available to commence employment, open to various job structures, including temporary, temporary-to-hire, and full-time positions. While they prefer a remote work setup, they remain flexible for hybrid or in-office arrangements, negotiable within a 30-minute commute.

• Located in Northridge, CA
• Seeking $95,000 - $105,000 per year
• Image Right Experience
• Open to Full-Time, Temp-to-Hire or Direct Hire - In-office, Hybrid or Remote

• Located in Chula Vista, CA
• Seeking $55,000 - $65,000 per year, depending on opportunity
• Open to Full-Time, Temp-to-Hire or Direct Hire - In-office, Hybrid or Remote
• Bilingual Spanish

With extensive experience managing accounts ranging from $10K to $350K+, averaging an impressive $150K/year, she specializes in handling complex High Net Worth (HNW) accounts for Personal Lines for CA and FL. From intricate policies for at-home Kangaroo veterinarians to overseeing accounts with multiple luxury vehicles and ultra-wealthy individuals, she is well-versed in navigating the nuances of the insurance landscape.

Bilingual in Spanish, their international exposure and experience make them an ideal fit for organizations with a global footprint. Having left a previous role due to changes in the remote work policy, this candidate is now searching for a 100% remote position with the flexibility to work between 2 States and out of the country. While aiming for a compensation of $100,000+, they are open to lateral moves with the right mix of flexibility and opportunity. Experience with AMS Sagitta

In conclusion, if your organization values a highly skilled, HNW Account Manager who can seamlessly manage complex accounts, this candidate is the perfect addition to your team. Don't miss out on the chance to elevate your business with her wealth of experience and commitment to excellence!

• Located in Florida
• Seeking $100,000 per year or more
• Open to Direct Hire - 100% Remote and ok to travel to office as needed
• P/C Licenses in IL, AL, GA, and TN
• Bilingual Spanish

• Located in San Pedro CA
• Seeking $25.00 per hour +
• Open to Temporary, Temp-to-Hire or Direct Hire - Hybrid or Remote or in-office within 10 mile radius.
• Advanced MS office experience
• Bilingual Spanish

Prior experience was as a Personal Lines Sales Agent and Account Manager for independent agencies. Adept at managing renewals and new business, collaborating with various carriers for quoting, and demonstrated proficiency in utilizing EPIC to manage 400 accounts or mote. Concentrated efforts on renewals and cross-selling new policies, contributing significantly to the maintenance of strong customer relationships and overall satisfaction.

• Located in Ventura, CA
• Seeking $60,000 per year
• Open to Direct Hire - Hybrid or Remote
• Active CA P/C License and EPIC experience

In the most recent role for an Independent Insurance Agency, served as a vital Commercial Lines Account Manager Assistant, supporting two Account Managers overseeing a substantial book of business totaling $10 million in premiums across approximately 150 accounts. Specialized in processing certificates of insurance, evidence, changes, and managing endorsements. Proficient in requesting loss runs, MVRs, and providing ID cards to clients. Managed a diverse book of construction risks, covering general liability, CL auto, work comp, excess, EPLI, and property.

Submitted both new and renewal applications to top-tier carriers such as Travelers, Liberty, Berkshire, and Progressive. While dedicating 100% effort to processing commercial business, occasionally contributed to personal lines. This candidate brings a wealth of industry knowledge and a commitment to delivering high-quality service to clients and colleagues alike.

• Located in Tustin, CA
• Seeking $60,000 - $65,000 per year
• TAM and EPIC Experience
• Open to Full-Time, Temp-to-Hire or Direct Hire - Hybrid or Remote

• Located in Phoenix AZ
• Seeking $85,000 - 90,000 per year 
• Open to Temporary, Temp-to-Hire or Direct Hire - Remote Only
• Advanced MS Office experience and some EPIC experience

• Located in Trabuco Canyon, CA
• Seeking $55,000 - $60,000 per year
• Open to Temporary, Temp-to-Hire or Direct Hire – In-office, Hybrid or Remote
• Proficient with MS Office and Advanced MS Excel Skills 

Passionate about remaining in an account manager, Account Executive, or marketing role, their focus is on assisting agents with submissions and adeptly handling Underwriters as well as servicing accounts. Known for meticulous attention to detail, capable of binding, handling applications, and servicing accounts, they are eager to focus on their strengths and contribute to the overall success of the team.

• Located in Chula Vista, CA
• Seeking $60,000 - $70,000 per year
• Open to Full-Time, Part-Time, Temporary, Temp-to-Hire or Direct Hire - In office, Hybrid or Remote
• Conversational Spanish skills

Then they transitioned to an MGA founded by the owner of the retail agency. In this capacity, they served as an underwriter for transportation, leading a team of seven while providing crucial support to clerical staff. Despite a brief departure for a promising opportunity, she is now eager to re-enter a position aligned with her underwriting skills, emphasizing long-term stability.

Currently employed as a Personal Lines Customer Service Representative, they seek to transition back to underwriting, where they can excel and make substantial contributions. Wanting a position in a stable company, emphasizing a commitment to long-term engagement.

Residing in Moreno Valley, CA, they are open to remote or hybrid work arrangements, with a willingness to travel up to 15 miles. In-office opportunities may also be considered if conveniently located, within a 10-mile radius from home. Available for full-time and direct hire positions, they holds active CA Property & Casualty licenses and bilingual in Spanish.

• Located in Moreno Valley, CA
• Seeking $100,000 per year plus bonus 
• Open to Direct Hire - Hybrid or Remote
• Proficiency includes EPIC, Hawksoft, EZLynx, and advanced skills in MS Office
• Bilingual Spanish

Currently serving as a Commercial Lines Account Executive for a large brokerage, this candidate manages a $12 million book, overseeing 15 substantial accounts. Specializing in risks associated with contractors, properties, and restaurants, they collaborates with one producer and focuses entirely on renewals.

Prior they were a Commercial Lines Account Manager managing a $4 million book, concentrating on hospitality, contractors, non-profits, and lessors' risks within the middle-market segment. Their day-to-day tasks spanned rating, renewals, marketing, endorsements, certificates, and audits.

This candidate has long tenure with past employers, and recognizes the importance of longevity and effective communication within a team and with management. Her decision to explore new opportunities stems from a desire for enhanced work-life balance and improved communication dynamics, as she values these crucial elements in her professional environment.

An open-minded and understanding professional, Melissa embraces the evolving work landscape, expressing openness to a hybrid or remote work setup.

This candidate seeks a full-time, remote position, and might consider a hybrid model if the base salary exceeds $115k.

• Located in El Cajon, CA
• Seeking $100,000 - $120,000 per year, depending on worksite location 
• Direct Hire and Remote, but might consider Hybrid for more salary
• EPIC experience

Their experience includes managing insurance claims, determining coverage, assessing liability, and facilitating resolutions with a customer-centric approach. In previous roles as an Agent/Broker, they engaged clients proactively, assessed risk profiles, recommended tailored coverage, and exceeded ambitious sales targets. Their expertise extends to non-standard auto insurance sales, where they consistently exceeded production goals and maintained accurate documentation. They possess an inactive California Personal Lines Agent/Broker License and an active Florida All Lines Adjuster License. Their commitment to ongoing professional development, adherence to industry regulations, and ethical standards sets me apart in the insurance industry.

Looking to continue their career in personal or commercial lines claims on a Remote basis.

• Located in Florida
• Seeking $50,000 - $60,000 per year 
• Open to Temporary, Temp-to-Hire or Direct Hire - Remote only
• Bilingual Spanish and Italian

Having recently relocated to Orlando, FL, to be closer to family, the candidate is committed to remote work and has successfully navigated this terrain in their previous position. The candidate's preferred work arrangements include Temporary, Temp-to-Hire, Direct Hire, and Full-Time positions, demonstrating flexibility. Salary expectations range from $80,000 to $90,000, reflecting their experience and value in the industry.

Licenses and designations are up-to-date, with Property & Casualty certification active until June 30, 2024. The candidate is well-versed in key insurance software, including EPIC and AMS360. Moreover, they hold a Bachelor's degree in Marketing, adding an academic edge to their practical experience.

In summary, this dynamic professional is seeking a challenging role in the insurance sector. Their track record, combined with a recent move to Florida and dedication to remote work, positions them as an ideal candidate for your team. The candidate's expertise, coupled with a personable approach, makes them a valuable asset for any organization looking to enhance its insurance operations.

• Located in Orlando, FL
• Seeking $80,000 - $90,000 per year 
• Open to Temporary, Temp-to-Hire or Direct Hire - Hybrid or Remote
• EPIC and AMS360 experience

• Located in Encinitas, CA
• Seeking $250,000 per year  
• Open to Temporary, Temp-to-Hire or Direct Hire - Hybrid or Remote

Having served as a Personal Lines CSR/Sales Rep this candidate has demonstrated proficiency in managing auto, home, recreational vehicle, and personal articles policies. The candidate's claims experience, though not recent, adds depth to their skill set.A standout in the role of office overseer, this professional seamlessly steps in when the primary agent is unavailable. Their responsibilities extend beyond policy servicing to include handling billing issues, coverage inquiries, change requests, and managing customer complaints. Additionally, they maintain office inventory, showcasing organizational prowess.

Notably, the candidate is open to various work arrangements, including remote, hybrid, or in-office setups, displaying adaptability. Residing in Prescott Valley, AZ, they are willing to travel up to 25 miles for the right opportunity.

Proficient MS Office and familiar with insurance policies, this candidate contributes significantly to both new policy processing (25%) and renewal activities (75%). This candidate is well-suited for a Customer Service Representative (CSR) role. Their dedication to delivering exceptional service and adeptness in handling a variety of tasks make them a valuable asset for any team. Seeking a minimum annual compensation of $60,000, they hold active AZ P&C and Life/Health licenses. Considering their track record, this professional is poised to make a positive impact in a new professional environment.

• Located in Prescott AZ
• Seeking $60,000 per year 
• Open to Direct Hire - Hybrid, In-office or Remote

Served as a Personal Lines Account Manager for an Independent agency, managing diverse coverage for home, renters, auto, fire, umbrella, boats, motorcycles, and ATV. Collaborated with another account manager to oversee a $6 million premium book, supporting three producers. Specialized in servicing mid-market (50%), affluent (35-40%), and High Net Worth (HNW) clients, primarily handling mid-market and affluent accounts. Managed policies averaging $7,000 in premium, with some exceeding $17,000-$20,000. Proficient in processing and submitting new (20%) and renewal (80%) policies across various carriers, handling audit, binding, and cross-selling.

• Located in Seattle WA area
• Seeking $75,000 - $80,000 per year 
• Open Temp-to-Hire or Direct Hire - REMOTE only
• AMS360, TAM, Epic, and EZLynx experience

• Located in Murrieta, CA
• Seeking $65,000 - $70,000 per year 
• Open to Direct Hire - Hybrid or Remote
• AMS360 experience

At their last role they managed a $2,000,000 in premium Commercial book of mid-market accounts, $50,000 - $100,000 in premium. Worked with risks to include building owners, residential building, landlords, small business for example mom & pops shops, small manufactures, medical suppliers and importers/ exporters, caring for all servicing including certificates, endorsements, billing and new and renewal marketing.

Their prior role they assisted 12 Producers with servicing a $2,000,000 premium book of business comprised of personal lines policies. These were high-net-worth accounts ranging from $100,000 - $150,000 in annual premium and worked with many carriers including AIG, Chubb, Travelers, Safeco, and Nationwide.  

• Located in Brea, CA
• Seeking $75,000 - 80,000 per year 
• Open to Temporary, Temp-to-Hire or Direct Hire - Hybrid or Remote
• EPIC, AMS360, TAM, and Sagitta experience.

• Extensive experience in customer facing roles, delivering exceptional response to enquiries and resolution of problems. 
• Adept at contributing to the professional development of new team members, improving performance and efficiency, and achieving organizational objectives. 
• Skilled at managing teams of up to 10 employees, planning and organizing a demanding workload to ensure that deadlines and objectives are achieved.  

• Located in Downey, CA
• Seeking $25.00 per hour or more, depending on the opportunity.  
• Open to Temporary, Temp-to-Hire or Direct Hire - Hybrid or Remote
• Bilingual Mandarin

• Located in Simi Valley, CA
• Seeking $80,000 - $85,000 per year 
• Open to Temporary, Temp-to-Hire or Direct Hire - Hybrid or Remote
• Active CA Adjuster License

Prior to this, they worked as a Workers Comp Underwriting Assistant where she was again responsible for all policy maintenance but no marketing since they worked for an insurance carrier.  They have great job stability, active CA Property and Casualty licenses, and only looking for a remote role at this time.  

• Located in Fresno, CA
• Seeking $25.00 per hour + 
• Open to Temporary, Temp-to-Hire or Direct Hire - REMOTE ONLY
• AMS360 and Applied TAM experience

• Located in Chula Vista, CA
• Seeking $22.00 - $25.00 per hour + 
• Open to Direct Hire - Hybrid or Remote
• EZLynx experience
• Bilingual Spanish

• Located in Mission Viejo, CA
• Seeking $85,000 - $95,000 per year 
• Open to Temporary, Temp-to-Hire or Direct Hire - Hybrid or Remote
• AMS360, EPIC, and Applied TAM experience

Prior to this, this candidate worked as a Sr. Account Manager on a $350,000 revenue book of business. This book was made up of Crane Operators, Contractors, and Non-Profits. They cared for new and renewal marketing, certificates, presenting proposals, endorsements, and the additional daily needs of these insureds. This agency used Sagitta.

Their prior insurance position they worked on a $1,000,000 revenue book of business, with very large accounts, including one Workers’ Comp policy that was $2,500,000 in annual premium. The bulk of the book was made up of Hard/Software Developers and they handled WC, GL, CL Auto, and Professional Liability E&O and EPLI. On top of marketing and daily servicing, this candidate took part in claims meetings for the insureds, acting as a liaison with litigated cases. This candidate has experience with many carriers including Travelers, Hartford, AIG, Zurich, Western National, NIAC, and Church Mutual.

• Located in Redding, CA
• Seeking $80,000 - $85,000 per year 
• Open to Temporary, Temp-to-Hire or Direct Hire - Hybrid or Remote
• AMS360 and AMS Sagitta experience

• Located in Lancaster, CA
• Seeking $75,000 - $85,000 per year 
• Open to Temporary, Temp-to-Hire or Direct Hire - Hybrid or Remote
• Bilingual Tagalog

An accomplished and goal-oriented senior financial manager, with demonstrated experience in financial integrations, including database migrations, post-conversion audit, and financial reporting.

Established capabilities in process improvement, work-flow efficiency, cost-control implementation, and ad hoc reporting.

Utilizes outstanding leadership skills to guide and develop associates to collaborate and produce exceptional results.

A dedicated and analytical top performer, who drives organizations toward maximum profitability and efficiency.

This candidate was most recently in a Controller position with a large Independent agency based out of Florida. When they started they were able to create and implement a standard operating procedure for accounting and transitioned the agency from TAM to Epic. Another project worked on was helping this agency move from wire transfers, which had costly fees, to Epay. 

• Located in Pasadena, CA area
• Seeking $160,000 per year
• Open to Direct Hire - Hybrid or Remote
• TAM and Applied EPIC
• Trilingual – English, Cantonese, and Mandarin

• Located in Temecula, CA
• Seeking $35.00 per hour for temp work or a direct hire at $90,000 per year or more
• Open to Temporary, Temp-to-Hire or Direct Hire - Hybrid or Remote
• Xactimate experience

They have active California Life and Health licenses.  

• Located in Huntington Beach, CA
• Seeking $25.00 - $30.00 per hour 
• Open to Temporary, Temp-to-Hire or Direct Hire - Hybrid or Remote
• EZLynx, Employee Navigator, Sales Force, and Quotit experience