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CSR - Commercial Lines

San Diego, CA

Post Date: 06/12/2017 Job ID: 15029 Industry: Insurance

COMMERCIAL LINES CSR needed for insurance agency located near the North Park area.

Responsibilities of the Customer Service Representative include but are not limited to the following:
  • Assist clients with their day to day needs, such as billing inquiries, policy review, and change requests
  • Process certificate requests
  • Process policy changes
  • Online rating.
  • Complete Acord applications and submit to underwriters for new business quotes for existing clients
  • Compare Acord applications and policies at renewal and submit to carriers for remarketing
  • Provide insured with renewal quotes and bind coverage as needed under the direction of the account executive.
  • Review policy forms to confirm that insured has necessary coverages for their operation
  • Review policies and advise insured if they can benefit from obtaining additional lines of coverage
  • Handle billing and audit issues. 

  • CA State Property and Casualty License required.
  • At least 3+ years of recent Commercial Lines experience.
  • Knowledge of Applied-TAM agency management system preferred.
  • Strong understanding of Commercial Lines products and coverages required.
  • Strong ability to multitask.
  • Strong communication skills.
  • Ability to work in a fast paced environment required.


- Pay depends on experience; $45, 000.00 - $55, 000.00

- Direct Hire or Temp-to-hire position.

- Full time hours.

- Regular and Prompt attendance is mandatory for this job.

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3717 Camino Del Rio South, Suite 100
San Diego, CA 92108
Phone #: (619) 528-8434 -or- (888) 528-8367
Fax #: (619) 528-8498