<![CDATA[SDI Staffing: talent_showcase]]> https://TALENT.SDISTAFFING.COM/ en-us <![CDATA[Commercial and Personal Lines Assistant]]> This candidate has active CA P&C licenses, is Bilingual Spanish, and have Applied EPIC and TAM experience.

Their most recent experience is as an Assistant Account Manager focused on Commercial Auto policies for varied risks including Trucking/Transportation, and Contractors like Roofers and Solar Installers. She cares for only Auto policies, including new and renewal marketing, endorsements, certificates, MVRs, driver/vehicle schedules, and anything else these insureds need. Also help insureds when they have a claim by taking the information down and submitting the FNOL to the carrier.

Prior, this candidate focused on Personal Lines High-Net-Worth account servicing. They gained experience with Homeowners, Personal Article Floaters, Yacht, Umbrella, Art, Hobby Farm, and Inland Marine policy servicing. This wasn’t a client facing role, rather, they focused on policy changes, EOIs, preparing summaries for the Account Managers to go over with the insureds, ID cards, inspections, and reaching out to the carrier with questions. These were accounts for high-profile government employees, and officials with multiple homes, vehicles, and high exposure. A lot of insureds had wineries, ranches, and precious pieces of art that they insured.


• Located in Pittsburg, CA
• Seeking $60,000 - $70,000 per year
• Open to Direct Hire, Full-time, Hybrid or Remote
• Active Fire/Casualty Licenses, Bilingual Spanish, and EPIC and TAM experience.

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Tue, 07 May 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Workers Comp Claims Examiner]]> My role as the claims manager was to directly work with the injured worker and our third-party administrator. My responsibilities were to overall manage and coordinate medical treatment for the injured worker, consisting of 13 states, West Coast, MidWest, and most recently on the East Coast.

Establish ongoing working relationships with providers, handling adjusters, and injured workers.

I also established internal processes for a return to work-program. Prepare reports and maintain the utmost confidentiality, with a background of excellent customer service. Though I didn't work directly with an insurance company I worked for a transportation company with a high deductible, self-insured retention. A high volume of claims was handled internally and managed within the industry standards and guidelines. I have the experience, skills, and knowledge of California workers comp claims.


• Located in La Habra, CA
• Seeking $100,000 - $115,000 per year
• Open to Direct Hire, Temp-to-Hire, Full-time, In-office, Hybrid or Remote
• Bilingual Spanish

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Tue, 07 May 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Personal Lines Account Manager]]>  This candidate comes across as very friendly, outgoing and has clear communication skills. They currently hold active P&C and L&H licenses, has a Bachelor’s degree, and is fluent in Vietnamese.

This candidate's last insurance role was as a Personal Lines Producer with an independent agency and a book that was 90% Personal Lines and 10% Commercial Lines. They have experience quoting with Progressive, Nationwide, Bristol West, Mercury, Allstate, and more and focused 50% on new business and 50% on customer service. They assisted with billing questions, policy coverages, and marketed to real estate agencies and auto dealerships to bring in new business.

Prior they worked for a direct writer agency as a CSR. In this role, they focused on Personal Lines policies, assisting customers with coverage changes, billing questions, and proof of insurance requests, as well as greeted incoming customers and directed calls to producers. Focused on auto, renters, homeowners, condo, umbrella, and life insurance policies.


• Located in Santa Ana, CA
• Seeking $50,000 - $60,000 per year
• Open to Direct Hire, Temp-to-Hire, Full-time, In-office, Hybrid or Remote
• College degree, Active Fire/Casualty Licenses, Bilingual Vietnamese.

 

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Tue, 07 May 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Accountant]]> This candidate presents as professional, offers substantial job stability, and has extensive accounting experience. They hold both a Bachelor’s and a Master’s degree in Accounting.

Their most recent role was as an Accountant where they assisted the controller and responsible for accounts receivable/payables, writing checks, reviewing all billing, invoices, the general ledger, examining aging reports, managing payroll, drafting project expenses, and overseeing all health benefits for the employees. They utilized QuickBooks on a daily basis.

Prior they worked in Banking with opening new accounts, account maintenance, deposits, withdrawals, and cash handling. Additionally, cross-sold products such as 401(k) accounts, auto loans, and mortgage loans.

• Located in Chula Vista, CA
• Seeking $75,000 - $85,000 per year
• Open to Direct Hire, Temp-to-Hire, Full-time, In-office, Hybrid or Remote
• Bachelors and Masters Degrees in Accounting, Bilingual Spanish, and QuickBooks experience.

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Mon, 06 May 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Benefits Account Manager]]> Experienced in health benefits, assisted in enrollments, enrollment orientations/ presentations of health benefits and supplemental plans, assisted new hires throughout the year with benefits enrollment. Mainly worked/ assisted medical staff in Los Angeles County and Orange County during open enrollments educating employees/staff regarding benefits offered to them. Worked on systems like Ezcap, Ease Central, and ADP. Bilingual fluently in Spanish. Licensed through the California Department of Insurance. I have an active life, health accident broker agent license. I also hold a certification in Holistic Health and Nutrition.

  • Located in Compton, CA
  • Bilingual Spanish/English
  • Active CA Property & Casualty and Life & Health Licenses
  • EPIC, EZCap, Ease Central & ADP experience
  • Seeking a remote position offering $70K+ per year
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Thu, 02 May 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Billing Specialist]]> Insurance billing Specialist with nearly eight years of experience in premium billing for an MGA

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.

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Wed, 24 Apr 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Accountant]]> Senior/Staff Accountant with proven success with public and private companies. Experienced with preparing financial statements and financial analysis, Maintain fixed assets, bank reconciliation, Uses analytical skills to review and address questions and issues, Sub-ledgers reconciliations, Demonstrated experience in assisting with internal and external audits, implementing physical inventory of fixed assets, Forecasting and budget preparation. Effective communicator, technically skilled in Netsuite, Oracle, SAP, MAS 90, Yardi, NAV, HFM, Concur, Sage 300 Fixed Asset and Blackline and MS Office. Core Competencies: Multi entities Journal Entries Sub-ledgers reconciliations Bank Reconciliation Inter-company expense allocation Concur Expense system AR/AP Financial Report Development Cash Receipts Fixed Assets and Intangible Assets Variance Analysis Budget and forecast Accruals and Prepaid Public and Private Companies Internal and external Audit Reconciliations between reporting systems Corporate accounting SOX environment and US GAAP Compliance Month-end Reporting AP and W-9 and 1099 strong relationship with business partners
Transfer Fixed Assets from Excel to Oracle F/A

• 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 

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Tue, 23 Apr 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Account Executive]]> With over two decades of experience in the insurance industry, I am a seasoned Account Executive known for fostering enduring client partnerships and delivering bespoke solutions tailored to their needs. Specializing in property and casualty insurance, I excel in orchestrating successful renewal strategies and driving growth within commercial insurance divisions. My proficiency in platforms like Applied Epic streamlines operations, while my track record of managing multimillion-dollar books of business and securing pivotal policies for high-profile projects showcases my ability to achieve optimal outcomes. As a proactive collaborator and strategic thinker, I am driven by a relentless pursuit of client satisfaction and organizational growth, making me an invaluable asset to any talent showcase or team.
Strategically oversaw a $15 million book of business, successfully navigating client relations and placing marine hull and liability coverages for prestigious domestic and international clients, resulting in tailored coverage solutions to meet their unique needs.
Played a pivotal role in securing a $14 million Builders Risk policy for the construction of a side dock in San Francisco, facilitating spectator viewing of the America s Cup competition in 2013, showcasing adept negotiation skills and industry expertise.
Orchestrated successful renewal strategies within the Commercial Insurance Division, specializing in post-acute care health facilities, resulting in the management of a robust $10 million book of business while consistently exceeding client expectations and ensuring unparalleled support.

• 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

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Sun, 21 Apr 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Employee Benefits Account Manager]]> Harness unparalleled expertise and steadfast commitment with a seasoned insurance professional. With a proven track record of success in the industry, this candidate offers unmatched job stability and holds active CA Life Health 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.

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Wed, 17 Apr 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Insurance Account Manager]]> Personable and motivated professional eager to advance their career in Commercial Lines insurance. With AZ P&C Licenses and Applied Epic expertise, they have cultivated a robust skill set and a proven track record in managing diverse risks.

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.

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Wed, 17 Apr 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Surety Account Manager and Commercial Lines]]> In their current role, they collaborate closely with two producers, leveraging her exceptional organizational skills to streamline processes and enhance operational efficiency. They also supervise three service personnel, providing guidance and support to ensure seamless execution of tasks.

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.

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Wed, 17 Apr 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Account Manager - EPIC experience]]> With over two decades of experience in the insurance industry, this professional specializes in account management. They hold active licenses in Property Casualty, Life/Health, as well as a CLIC designation. They have excellent job stability and a strong work ethic. Currently, this candidate is employed as a Commercial Lines Account Manager, overseeing a $1 million revenue book of business at an insurance agency. They manage a diverse portfolio including real estate, hospitality, construction, and agriculture risks. They support three producers while independently managing a book of business. Responsibilities encompass negotiating rates/terms, handling renewals, proposals, marketing, billing, and policy binding. They dedicate 90% of time to managing renewals and allocate 10% to pursuing new business opportunities. Prior experience working in a CSR role with direct writers, handling incoming calls, policy changes/updates, billing, quoting, and assisting walk-in clients.

  • 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
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Fri, 12 Apr 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Statutory Accountant]]> Experienced, detail-oriented, and dedicated Senior Accountant with a proven track record of delivering exceptional results in the insurance industry. This candidate offers unwavering job stability and thrives in deadline-driven environments. With a Bachelor’s Degree in Accounting and extensive experience, they excel in preparing financial statements, managing audits, and ensuring regulatory compliance.

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 

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Tue, 02 Apr 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Account Manager]]> Presenting a seasoned insurance professional with a proven track record in the industry, offering stability, eagerness to learn, and a desire for growth. With an active Property & Casualty license, this candidate brings a wealth of experience and expertise to any team.

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

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Tue, 02 Apr 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Marketing / Placement Specialist]]> This insurance professional with over a decade of expertise in the industry, has a robust background primarily focused on insurance sales and placement marketing. Their experience spans various aspects including completion of applications, submission to carriers for quotes, online rating, and presenting proposals to clients. Their most recent experience lies in contractor risks, encompassing diverse coverage areas such as Workers Compensation, Commercial Auto, Commercial Excess/Umbrella, Commercial Lessor's Risk, Builders Risk, and Inland Marine.

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.

 

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Tue, 02 Apr 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Workers Comp Underwriting Assistant]]> Currently serving as an Underwriting Assistant in Workers Comp, they collaborates closely with three Underwriters, managing a diverse portfolio of workers comp accounts ranging from $30,000 to $600,000 in premium. Responsibilities span across handling renewals, new business, quotes, endorsements, loss ratios, cancellations, financial analysis, and premium calculations. Risks encompasses various industries including Physician Groups, Restaurants, and Mom and Pop businesses, showcasing their adaptability and versatility.

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

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Mon, 01 Apr 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial & Personal Lines - CSR and Sales Agent]]> Experienced insurance professional with over a decade of expertise in sales and service across both commercial and personal lines. Proven track record in managing insurance offices and maintaining active P&C, and Life/Health licenses.

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

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Mon, 01 Apr 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Insurance Accountant]]> Are you seeking a proficient accounting professional with extensive experience in the insurance industry? Look no further! Our candidate boasts three years of dedicated service within the insurance sector, showcasing remarkable proficiency and a proven ability to thrive in demanding environments.

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

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Mon, 01 Apr 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Assistant]]> This candidate has seven years of Commercial Insurance Account Assistant experience. They hold an active CA Property & Casualty licenses and knows EPIC. In their most recent role they started as an Account Manager Assistant and promoted to Account Manager after a year where they assist one Producer by servicing accounts and upselling occasionally by providing coverage on gaps that were not addressed. Account sizes varied from small to medium; could be 1-20 policies per account; $3,000 to $30,000 in premium. Risks include Construction, Real-Estate, some HOA and Condos. She quotes new (30%) and renewal (70%) accounts, processes endorsements, orderes loss runs, MVRs, updates policies, reviews claims, processcertificates of insurance, invoice and provide customer service to clients. Worked with Carriers and wholesale brokers.

• 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

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Mon, 01 Apr 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines and Benefits Insurance AVP]]> Unlock the power of unparalleled expertise and unwavering dedication to your commercial insurance needs. With a proven track record of driving revenue and fostering team excellence, our seasoned professional from a leading brokerage and advisory firm brings unmatched leadership and stability to the table.

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

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Wed, 27 Mar 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Insurance Sales and Service Candidate]]> This candidate is a results-driven professional with a background in education, sales, and academia. Formerly served as the president of chess clubs in college, demonstrating strong leadership and organizational skills. and approaches responsibilities with efficiency and decisive reasoning.  Most recent role was 4 years of experience handling sales of Life, Health and Medicare products and recently obtained their Property and Casualty license in CA but no real job experience in that area.  Open to all roles - sales and service using his degrees.  

 

• 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.

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Mon, 18 Mar 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Assistant]]> As a seasoned Administrative Professional with over a decade of experience, this candidate has demonstrated her proficiency in various roles. This candidate is relocating to Poway CA in April 2024 and is not currently licensed but willng to obtain.

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

 

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Sat, 16 Mar 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Employee Benefits CSR]]> Unlock unparalleled stability and expertise with our seasoned employee benefits insurance specialist. Armed with an active CA Life & Health license and a Bachelor’s degree, our professional brings a wealth of knowledge to the table.

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

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Tue, 12 Mar 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Insurance Bookkeeper- Part-time Remote only]]> Energetic and reliable professional renowned for her outgoing personality and unwavering dedication to job stability. This candidate thrives in delivering efficient results in their role as an Insurance Bookkeeper for an Independent agency. They adeptly manages accounts receivable and accounts payable, ensuring the seamless flow of financial transactions. Proficient in handling financial statements and meticulously overseeing agency bills, deposits, and cancellations/collections billing. Their proficiency extends to using AMS 360 for commission statements and invoices, as well as QuickBooks for streamlined financial management. Their commitment to excellence and proficiency in financial operations makes them an invaluable asset to any team.

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

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Tue, 12 Mar 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Personal Lines Account Manager ]]> Looking for a Personal Lines Account Manager with unwavering dedication and a vibrant personality? Look no further than this individual. With an active CA P/C license and a knack for fostering lasting client relationships, they offer unparalleled job stability and a track record of excellence.

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 

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Tue, 12 Mar 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Underwriting Assistant]]> Experienced Insurance underwriting assistant/Broker Assistant with an associate degree and active California P&C Licenses. Demonstrates proficiency in underwriting assistance in coverage lines of Kidnap & Ransom, Terrorism, Crime, Technology, Workers Comp, and Cyber.  Skilled in managing accounts comprehensively, from initial submissions to negotiations and correspondence with brokers nationwide. Proficient in agency management systems such as Epic, Tam, and AMS360.

• 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

]]>
Tue, 12 Mar 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Manager and Account Manager]]> This candidate possesses remarkable job stability, with experience in Commercial Lines working on large accounts and collaborating with various carriers including standard, non-standard, wholesale, excess, and surplus lines. In their previous role, they served as AE/VP of Commercial Lines and open to travel or 100% remote opportunities.

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

]]>
Tue, 12 Mar 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Insurance Account Manager]]> Dedicated individual with 18+ years of customer service, administrative support, practical and managerial experience, personal and commercial lines.  Now seeking a position where they can utilize their skills and gain further experience while enhancing the company's productivity and reputation.  This candidate describes themself as Professional, Punctual, Flexible, and Reliable and has the Integrity to handle sensitive information with confidentiality.  They have excellent verbal, written and interpersonal skills.  Extensive knowledge in Microsoft Office including Word, PowerPoint, Access, and Excel.  


• 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 

]]>
Tue, 12 Mar 2024 00:00:00 PDT 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Underwriter / Account Manager]]> A dedicated insurance professional with over 16 years of experience servicing and underwriting small and middle-market accounts varying from construction, retail, and wholesale to aviation and trucking, with an emphasis on GL,BOP, Cyber, and Workers’ Compensation. Proven track record of developing a great rapport with agents, underwriters, and clients, ensuring customer satisfaction, and building long-term, productive relationships. This candidate has an active California Property and Casualty License and licenses in 19 other states.  Fluent in English and Spanish with excellent verbal, and written communication skills and typing ability of 60 words per minute.  

• 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

]]>
Wed, 06 Mar 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Claims Adjuster - Bodily Injury and GL Claims]]> This candidate has Commercial Auto and General Liability claims experience and has worked complex and litigated throughout their career, including fatalities, and claims with large reserves. Licensed in 29 states including CA, UT, and TX. Most recent role was with a TPA handling a heavy caseload, averaging 220 pending and receiving 3-4 new losses on a daily basis. A majority of these claims were litigated, and about 50% was CL Auto and 50% was GL. Also would handle a Professional Liability claim from time to time but this was rare. One of the largest Auto claims they worked on settled for $9,000,000. Insured Risks included a large Contractor, Shipping Container company, Restaurants, and a Trucking company. For the General Liability side, most of these claims came from slip & falls and product claims within restaurants. Also had an HVAC account that had many property losses including product loss due to damage to grocery store fridge/freezers. They cared for these claims from beginning to closure, obtaining all information needed to determine liability, set reserves, negotiate settlements, keeping clients and defense counsel up to date.

• 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

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Wed, 06 Mar 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Individual Benefits CSR]]> This candidate for the past 5 years has focused on placement of specialized coverage and processed enrollment for individuals and their dependents.  Service included quoting, processing, email individual with details of the plan that included details of the carrier, provider information and benefits.  Also helped individuals with any questions and with picking a medical providers for their plans. This candidate was in constant communication with carriers, with any updates, any issues with dates and or coverage extensions. 
This candidate is a client-focused and accomplished professional with robust foundation in client services, account management, and sales support, adept at enhancing customer experiences and fostering lasting relationships. Equipped with diverse skill set managing complex tasks and prioritizing effectively. Known for outstanding interpersonal skills, building positive professional connections, and  ensuring seamless communication across all levels. Proven track record in driving customer retention and executing  strategic account management, underpinned by commitment to integrity and dedication.  
 
• Located in Tustin, CA
• Seeking $55,000 - $60,000 per year, depending on opportunity
• Open to Full-Time, Direct Hire - Prefer In-office roles 
• Active CA Life and Health Licenses
]]>
Wed, 06 Mar 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Claims Adjuster - Property Damage including Trucking, Transportation and Cargo]]> Senior Casualty Adjuster handling Commercial Trucking Property Damage and Cargo claims.  Would be open to learning how to handle BI claims.  He investigates claims and settles the property portion only.  Claims include total losses, salvage and deals with the attorneys. He assigns appraiser and investigator, if needed.  Has a college degree and Licensed in Texas, Kentucky, Oklahoma, Maine, and So. Carolina.  Working on obtaining California license.  Has also worked on Fraud cases.  


• 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.

]]>
Wed, 06 Mar 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Benefits Account Manager]]> This candidate has great job stability and 9 years of experience as a benefits Account Manager. Serves as the main point of contact for clients and their employees, assisting with service issues ranging from  
complex member claims advocacy to carrier billing audits. Coordinates and manages the full cycle of underwriting and implementing benefits for new and existing clients. Manages client renewal activity,  
including but not limited to coordinating Open Enrollment meetings, preparing and reviewing employee benefits materials, and promoting SaaS to appropriate clients to help ease administrative burden.  
Maintains accurate and thorough database records in various software systems like BenefitZone, iSolved, Employee Navigator, etc. Maintains understanding of market and company's  
current products and services, while recommending benefits that are appropriate to company culture.  
Open to Account Manager or Account Executive roles and open to an HR roles handling training or onboarding new employees.  
 
• Located in rural area outside of the Sacramento CA area 
• Seeking $120,000 - $130,000 per year, depending on opportunity
• Open to Full-Time, Direct Hire - Remote
• Experience with BenefitZone, iSolved, and Employee Navigator
]]>
Tue, 05 Mar 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Insurance Trainee- Active P/C License]]> Highly organized and self-motivated professional with a background in design, seeking to leverage 11 years of strong communication, problem-solving, client relations, and organizational skills in transitioning to a role in the commercial insurance industry. I am committed to learning and excelling in the insurance sector, where I can apply my analytical and interpersonal skills to build strong client relationships and provide dependable service.

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

]]>
Mon, 26 Feb 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Insurance CSR]]> A bilingual Spanish candidate possessing an active CA P&C license with experience in Commercial Insurance. Proficient in AMS 360 and adept with computer skills. Previous roles included managing risks for Gas Stations, Convenience stores, and some Hotels. Responsibilities encompassed New Business and Renewal marketing, as well as handling all servicing, accounting, and invoicing for the agency. Has prior experience working with small contractor risks, processing numerous certificates and endorsements as well as BOPS and Farm risks.

• 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

]]>
Wed, 21 Feb 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines CSR]]> This candidate is a licensed insurance professional with an active CA Property & Casualty license, possessing a unique blend of skills and knowledge gained from experience in both the medical and insurance sectors. Demonstrates a strong work ethic and proves to be a valuable asset to any agency.

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

]]>
Wed, 21 Feb 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Insurance Account Manager]]> Exemplifying professionalism and motivation, the individual performed impressively during the interview process. Possessing a CPCU Designation, a Bachelor's Degree, and Non-Resident P&C Licenses for Arizona and California, along with Applied Epic experience, this candidate brings robust skills to the table.

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

]]>
Thu, 15 Feb 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Entry Level Candidate with 1 year of Insurance experience]]> This candidate is looking for an assistant role where they can grow and gain experience in the insurance industry and become a professional. Have experience working in a fast paced environment and adapt to change quickly.  Also describes themselves as a quick learner and have great problem solving skills. They enjoy working with clients and love helping them and have been in customer service roles their entire working career.  They offer Microsoft office, time management, and organizational skills. Working on obtaining their property and casualty license.  They have less than 1 year of experience in insurance and open to entry level roles.  Lives in Phoenix AZ and open to temporary or direct hire positions.  

 
• 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

]]>
Thu, 15 Feb 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Territory Marketing Rep or Underwriter - Personal Lines/Small Commercial Lines]]> With over a decade of prowess in sales and marketing within the insurance domain, this candidate specializes in international markets, outside sales, and management. Their expertise spans across various facets, including new business development, territory establishment, loss prevention, and new product introduction. Throughout their career, they have excelled in initiating agency startups and honing skills in areas such as marketing, claims handling, client servicing, and underwriting criteria. They have cultivated new territories by identifying and engaging preferred personal and commercial lines agencies by training and closely monitoring agency production to achieve targeted sales objectives. Their knack for managing and assessing the quality of business submitted by agencies has consistently resulted in meeting loss ratio and production goals. Their forte lies in fortifying relationships with existing producers, reclaiming lost ones from competitors, and significantly boosting overall production and distribution systems. Collaborating with insurance associations, direct, and captive writers has allowed them to forge strategic alliances, amplifying the reach of programs within their memberships and agencies. Their track record has propelled annual premium volumes by 25% in the first year and an outstanding 54% in the subsequent two years. Adding over 600 new producers and appointing as many as 800 new agents over a four-year span. Looking for a Customer Service, Underwriting, or Territory Marketing role to continue their insurance career.

  • 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
]]>
Thu, 15 Feb 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Producer Trainee]]> This candidate is looking to leverage their extensive commercial real estate contacts in CA, AZ and CO to help businesses with their insurance needs.  The past 7 years of their career have been spent in commercial real estate in the states of CA, AZ and CO and these connections include landlords/owners, property managers, and broker/agent connections.  These connections will provide a warm/soft sales opening and contribute to their book of business. Recently obtained their CA P&C license in December of 2023 and resides in Laguna Niguel, they are eager, ready and excited to start their insurance career!


• 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

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Fri, 09 Feb 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Insurance Account Manager]]> Experienced insurance professional with CA P&C Licenses and a background in Commercial Lines. Proficient in handling various risks and working with carriers such as Travelers, Chubb, AmTrust, Markel, and wholesalers like RPS and Beasley.

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

]]>
Thu, 08 Feb 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Auto Damage Estimator]]> This candidate offers over 5 years of Auto Damage Estimation and Quality Assurance. They have an Associates degree, an I-CAR Professional Development Certificate, experience using Ultramate, Clarity, Autolink, and the Microsoft Office suite. They are Bilingual Spanish and their last role was as a Claims Quality Assurance Specialist where they worked with Personal (80%) and Commercial (20%) Auto Property Damage claims. Responsible for auditing estimates to ensure they were accurate based on the facts of loss. They would review estimates and supplement forms that came over from Auto Body Shops, compare to the initial write up from the Appraiser and facts of loss and investigate discrepancies, and made corrections, then approve it and get it off to the carrier for payment. They worked with large insurance carriers on nationwide claims. Their previous experience was for an Auto Body shop responding to customers and/or insurance inquiries, prepare damage estimates, follow up on supplemental requests, reviewed and verified that the information provided was accurate, and follow ups with his technicians on delays, missing parts, supplementals, replacement of parts or report updates. This candidate also managed the office with a staff of 3, handled customer complaints and challenging situations.  


• 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 

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Wed, 07 Feb 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Surety Account Manager]]> This candidate is a diligent and organized worker who demonstrates a strong work ethic. They have experience in customer service, legal services, and administrative tasks and the past 2 years in Surety. They hold a bachelor’s degree and is open to obtaining Property and Casualty licenses.

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

]]>
Wed, 07 Feb 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Bilingual Spanish, Underwriting Assistant]]> Experienced and highly stable professional, this candidate has a successful track record as an Underwriting Assistant. They possess strong PC skills and proficiency in writing programs. Bilingual in Spanish, they hold a Masters, Bachelors, and Associate degrees.

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.

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Wed, 07 Feb 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Administrative Assistant / Safety and Risk Management]]> Experienced insurance professional with over 6 years in the industry, specializing in administration and implementation. Proven track record of effectively managing teams, including a customer care team of 6 and an administrative team of 3. Skilled in collaborating with IT departments to analyze data, implement new platforms, and enhance overall efficiency. Conducted workshops for insured clients, ensuring compliance with safety regulations and employee laws. Holds ARM designation and open to obtaining an insurance license. Currently seeking part-time role with a future interest in transitioning to full-time or exploring growth opportunities within a company. Exceptional phone interview performance and transparent communication style. Open to remote or hybrid work arrangements and willing to travel.


• 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

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Tue, 06 Feb 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Disability Insurance Underwriting and Quality Assurance]]> Insurance industry professional with good job stability and 18 years of Life, Disability and Quality Assurance experience. Seeking back-office or Quality Assurance position with a stable company. Proven track record in running disability insurance quotes, supervising teams, and reducing turnover. Eager to contribute skills in proofreading, time management, and multi-department collaboration. Open to in-office, hybrid, or remote work within 25 miles of Oceanside, CA. Available for full-time employment starting after 2/12/2024.


• 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

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Tue, 06 Feb 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Associate Broke]]> An accomplished Associate Broker with over 15 years of experience in navigating Commercial Lines and Excess and Surplus lines. Candidate has great job stability and proven success in cultivating and maintaining robust relationships with carriers, underwriters, and agents, showcasing her adeptness in fostering professional connections.

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

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Tue, 06 Feb 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Territory Marketing Rep - Personal Lines]]> Highly accomplished professional specializing in analyzing territory sales needs, identifying growth opportunities, and implementing strategies to capture and retain customers. Hands-on self-starter with multi-market knowledge and up-to-date trend awareness, creating brand-building solutions. Influential strategist driving the sale of world-class products/services, delivering exceptional customer experiences, and yielding high-performance results. Bilingual communicator (Spanish/English) adept at building beneficial alliances and always willing to go the extra mile. Career highlights include reducing non-producing agents, collaborating for efficient operations, rapid concept adaptation, timely data communication, team training/management, and maintaining a below-permissible loss ratio. Looking for Territory marketing role in the insurance industry.


• 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

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Mon, 05 Feb 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Personal Lines Account Manager - HNW]]> Are you seeking a self-motivated, seasoned HNW Account Manager professional with over 15 years of expertise in risk management, information systems, process improvement, and data/financial analysis? Look no further! This candidate is on the lookout for a career growth opportunity in an organization that values white-glove client-focused service and leverages efficiency and management abilities to the fullest.

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

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Mon, 29 Jan 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Administrative Assistant]]> This candidate interviewed very well with our office and has 8 years’ experience in Clerical Administration and a Bachelors degree in Psychology. Their last role was as a Recruitment Coordinator and started with no recruitment experience and built the department. Responsible for procedures manuals for interviewing, hiring and training as well as implemented software used to track candidates and status. Their prior experience included data entry, assisting doctors with getting reports, amd updating patient’s files.

• 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

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Mon, 29 Jan 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Assistant]]> This candidate brings valuable job stability to the table, holding an active CA P&C license and bilingual Spanish. During her tenure for an Independent agency, she initially served as a clerk, managing phone inquiries, maintaining office inventory control, and handling mail processing. After a year, they transitioned into an Assistant role, supporting clients with non-licensed tasks. Upon acquiring her license, this candidate specialized in processing commercial earthquake coverage, particularly for a specialty program. Their responsibilities included inputting data into spreadsheets for premium, agency bill, and direct bill tracking, as well as managing check issuance and invoice processing. Notably, they did not handle certificate of insurance processing and focused exclusively on earthquake policies. They are open to learning more in commercial lines.

• Located in El Cajon, CA
• Seeking $27 - $28 per hour
• Open to Temporary, Temp-to-Hire or Direct Hire - In-office, Hybrid or Remote
• MS Office experience
• Bilingual Spanish

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Fri, 26 Jan 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Personal Lines Account Manager ]]> Outgoing personal lines professional with an active CA Property and Casualty license and a Bachelor’s degree. Recently they were a Property Damage Claims Adjuster specializing in auto property damage claims, with expertise in managing an average of 30 new claims weekly, particularly focusing on CA claims. Possesses experience in issuing checks to car rental companies. They are looking to return to an Account Manager role on the agency side.

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

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Fri, 26 Jan 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Assistant Account Manager]]> Insurance professional with a decade of hands-on experience in Commercial Lines. Possesses an active CA P&C license and a proven track record of success with a stable job history. Recognized for exceptional teamwork and a willingness to go the extra mile for colleagues.

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

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Fri, 26 Jan 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines and Professional Liability Underwriter]]>

Successful underwriting professional with 16 years of underwriting experience across multiple business lines of business including Admitted, and Excess and Surplus lines in the following markets: Construction, Habitational, Manufacturing, primary Umbrella and Excess and Hospitality; with a proven ability to write profitable middle market to small business accounts working with agency partners within the Brokerage markets. Proven strong customer service skills in partnership with Brokers to increase revenue and analyze the book of business to determine other growth areas.

They have an active Has AZ P/C agent license, and has experience in Commercial Lines and Professional Liability Underwriting on the Carrier, Broker and MGA side. 

  • 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
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Fri, 26 Jan 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Real Estate Analyst/Underwriter - wanting to get into Surety role]]> Experienced real estate professional with over 5 years of diversified experience in underwriting and analyzing construction real estate risk and 5 years of experience prior working with construction contractors. Seeking more stability by transitioning to an entry-level role in the insurance industry, specifically surety bonds (construction and contracting).

  • 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 
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Thu, 18 Jan 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Insurance Account Manager]]>  A customer focused professional, this individual brings over 5 years of experience in commercial lines account management working for a direct writer and Independent agency.

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

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Wed, 17 Jan 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Underwriter- Trucking Experience]]> An accomplished insurance professional with over 15 years of experience in the trucking insurance industry is actively seeking a challenging underwriting position. Commencing their career for a retail agency she rapidly progressed from a Personal Lines Customer Service Representative to assume a managerial role overseeing the commercial department within four years.

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
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Wed, 17 Jan 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Insurance Account Manager/Account Executive]]> With a steadfast commitment to the insurance industry, this candidate has active CA Property and Casualty licenses along with an AINS designation.

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

 

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Wed, 17 Jan 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Commercial Lines Marketing / Placement Specialist]]> Presenting a highly qualified candidate with an impressive 17-year background in the insurance industry. This individual commenced their journey in an administrative role within the Marketing Department of a carrier, advancing to a decade-long tenure as a Marketing/placement specialist and Commercial Lines Account Manager. The candidate possesses extensive expertise in contractor and construction-related risks.

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
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Wed, 17 Jan 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Auto Claims Adjuster - REMOTE]]> As a seasoned Insurance Professional, this candidate has a strong track record of success highlighted by recognitions such as the "Rookie of the Month" award and consistent acknowledgment as a "Top Producer" for 5 years. Their skills include concise communication, proactive problem-solving, exceptional multitasking, and adaptability. Proficient in Spanish and Italian, known for their ability to work independently with a growth mindset and a coachable attitude.

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

 

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Wed, 17 Jan 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Executive Leader - Wholesale and Carrier]]> An accomplished professional with extensive leadership experience in Wholesale and Carrier environments, possessing expertise in all facets of Commercial Insurance, particularly complex property lines. Holds P&C Licenses, CPCU and ARE Designations, a Bachelor’s degree, and Juris Doctorate degree. Demonstrates a personable approach, prioritizing relationship-building with clients, carriers, and staff. Proven track record of success in building and managing multiple carrier and wholesale divisions from the ground up. Experienced in hiring and training staff, appointing Retail Agencies, and securing Carrier appointments. Proficient in developing underwriting and policy management systems in collaboration with IT teams. In the most recent role as Head of Commercial P&C this candidate played a pivotal role in establishing a new division. Contributed to defining risk appetite, collaborated with actuarial and product teams, and formulated underwriting guidelines. Successfully hired, trained, and managed staff, overseeing the creation of a custom quoting system. Appointed Retail Agents, managed relationships, and provided expert advice on coverage. Engaged in proactive client education through on-site visits. Managed diverse risks, with policies ranging from $10,000 to $500,000 in annual premium. Previously held key position as the Vice President of 2 Divisions, they achieved profitability for the E&S Property unit, generating $20,000,000 and $27,000,000 in profit for the 2nd division. Managed staff, retail agency and MGA relationships, involving extensive travel between multiple states. Earlier in their career, they handled large, complex Property accounts with high exposure to natural disasters and managed unique risks, including a fleet leasing program for a rideshare company and a credit insurance program.

  • Located in Encinitas, CA
  • Seeking $250,000 per year  
  • Open to Temporary, Temp-to-Hire or Direct Hire - Hybrid or Remote
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Wed, 17 Jan 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-
<![CDATA[Personal Lines - CSR and Sales Agent]]> With extensive experience in the personal lines this candidate brings a wealth of knowledge to the table. The current role with a direct writer agency has honed their expertise in policy servicing and sales. Seeking a new opportunity due to dissatisfaction with the existing work environment, this professional is primed for a role that values their skills.

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

 

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Mon, 15 Jan 2024 00:00:00 PST 1 https://talent.sdistaffing.com/images/talent/253/thumbs/talent_thumb2x-