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BROKER ASSISTANT / CSR - Commercial Lines

San Diego, CA

Post Date: 08/18/2017 Job ID: 15119 Industry: Insurance

Our client is a wholesale broker in the Downtown San Diego area and they are looking to add an Assistant Broker / CSR to their team.   This position is a direct hire paying $45, 000/year.  

Position requires commercial lines insurance experience but does not require a CA P/Cas Agent license, but one will have to be obtained within 90 days of hire.  

JOB SUMMARY

The position supports Brokers in the administration and servicing of accounts. This position will require an Active CA insurance license.

RESPONSIBILITIES-includes but may not be limited to:
  • Processing renewal solicitations
  • Preliminary analysis and preparation for submission(s) for new and appropriate market(s)
  • Setting up files and processing submissions
  • Marketing accounts with supervision
  • Entering quotes, reviewing binders, policy checking
  • Premium collection follow-up
  • Analyzing potential claims regarding renewals
  • Analyzing and approving endorsements
  • Directing contact with retail agents and underwriters
  • Helping manage accounts
  • Keeping current on market appetites

TECHNICAL SKILLS
  • College degree preferred
  • Must have excellent organizational skills
  • Must have working knowledge of commercial lines insurance principles and coverages
  • Strong computer skills
  • Must have an Active CA Fire/Casualty agent license 

INTERPERSONAL RELATIONSHIPS
  • Maintains appropriate relationships with clients, companies and co-workers.
  • A cooperative attitude is demonstrated with all contacts and composure is maintained, especially under pressure. New instructions and projects are accepted with enthusiasm. Directives from management are followed.
  • Conflicts, if any, are resolved without lingering problems and open communication is maintained with peers and superiors.
  • Appropriate decisions are made with regard to confidentiality, security, integrity and professionalism.

 Please feel free to contact  Sharlene@sdistaffing.Com  with any questions. Please include your resume.

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3717 Camino Del Rio South, Suite 100
San Diego, CA 92108
Phone #: (619) 528-8434 -or- (888) 528-8367
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