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Last updated: 3/6/2017


Cavignac and Associates is hiring for an Account Manager in the benefits department.  Please email your resume to Dahlia Tuupo at dtuupo@cavignac.com to apply for this position.

“Essential duties” are those that an individual must be able to perform with or without reasonable accommodation. Account Manager will assume full responsibility for service of assigned customer accounts as follows:

1.      Follow & participate in quarterly HPT updates of the Standard Operating procedures for the dept.

2.      For new business and renewals, AM will:

·        Complete Requests for Proposals (RFPs) & prepare quotations for new or renewal coverage
·        Prepare spreadsheets, presentations and proposals
·        Plan and conduct open enrollment meetings
·        Submit applications and forms to carriers
·        Terminate previous carriers within 15 days of new policy effective date
·        Audit enrollment 45 days after effective date

3.      Receive and fax BOR letters to carriers

4.      Follow up with carrier to determine plan of benefits, rates and terms of contract

5.      Set up client in EPIC

6.      Follow-up with client to introduce self, gather missing information and establish relationship

7.      Proactively contact clients four times per year for the purpose of checking-in and offering support and assistance as may be needed

8.      Peer-to-peer meal time once per year at mid-term of the policy year

9.      Respond to all client, insurance company or member inquiries immediately but not later than within 24 hours

10.   Inform or involve as necessary the Account Executive with “in-flight emergencies” as they occur


Education / Certifications

·        College degree desirable
·        Must hold a current California Property & Casualty License
·        Five (5) to eight (8) years progressively responsible Insurance Account Management experience desired


·        Excellent computer skills with a solid knowledge of Word and Excel
·        Team contributor
·        Attention to detail
·        Excellent leadership skills (i.e., organizing, planning, problem-solving and decision-making) necessary for effective management
·        Well developed and professional interpersonal skills; ability to interact effectively with people at all organizational levels of the agency
·        Ability to work in a team environment with a customer service focus
·        Strong communication skills, both written and verbal
·        Ability to handle confidential and sensitive information
·        Strong analytical skills with minimal supervision needed
·        Strong project management skills including ability to establish an appropriate timeline and manage to deadline
·        Knowledge and proficiency in PC applications including MS Office and other programs necessary to complete thorough analyses and reports. Solid understanding of Agency automation systems



Immediate openings for the following:

  • C/L & P/L CSR’s / Account Managers

  • Commercial Underwriters

  • Employee Benefits – CSR / Account Managers

  • Sales Producers

  • Auto BI & PD Adjusters

  • Workers Compensation Adjusters

  • Commercial Lines Underwriter Assistant

Check out jobs on our website at jobs.sdistaffing.com/ or call 619-528-8434

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