Personal Lines Insurance CSR / Account Manager - REMOTE!

San Diego, CA 92122

Employment Type: Direct Hire Job Category: Personal Lines Job Number: 7646

Job Description

Personal Lines Insurance CSR / Account Manager needed for an Independent Insurance Agency located in the La Jolla / UTC area.

  • HOURS: Full-Time Hours, Mon-Fri, 08:00 am – 05:00 pm.
  • DURATION: Direct Hire
  • WORKPLACE: Remote work will be offered if the candidate does not reside within a reasonable driving distance of the office.
    Must reside in California!
    PAY: $72,000 - $78,000 per year (non-exempt position)
  • BENEFITS: This client offers a full comprehensive benefits package.

The CSR / AM will handle general Personal Lines accounts. Will work with renewals, new business, quoting, servicing, claims, etc. This is a small Personal Lines book of business; $130k in commission.
Lines include: Home, Auto, Umbrella, Renters, RV’s, Rentals, 2nd homes, etc.

The CSR / AM may have the option to learn and also grow in Commercial Insurance!

Requirements:
  • Minimum of 2 years’ experience recently working as a PL CSR / Account Manager in an independent agency environment. 
  • The qualified candidate must hold an active CA Property/Casualty license.
  • Proficient with Microsoft Excel, Word, and Outlook.
  • EPIC or AMS-360 experience a plus.

Meet Your Recruiter

Sharlene Theakston
Director of Recruiting

Sharlene has been with SDI Staffing since 1998. She is most passionate about recruiting, helping candidates find a successful career in insurance, and assisting clients with finding the top talent they are seeking. Currently, Sharlene works as the Director of Recruiting / Sr. Account Manager. She evaluates applicants on their skills, education, work history, personality and salary requirements. She also works with clients to assist them in their search for applicants that have the experience and skills they are seeking for their office. Sharlene is also a mentor and assists the team with training and answering any questions about staffing or office procedures. She is an active member of Professional Women in Insurance, California Staffing Professionals and the American Staffing Association. She is trained in CA Employment and Sexual Harassment Law (FMLA, Meal & Rest Periods, Exempt & Non-Exempt Employees, etc.).

Sharlene was born and raised in San Diego, CA. She enjoys traveling as well as spending time with her husband, their two Labs, family and friends.

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Ready to embark on an exciting career journey in sunny Southern California? Explore our job opportunities in the thriving city of San Diego! Known for its stunning beaches, perfect weather, and vibrant culture, San Diego offers a unique combination of career growth and quality of life. With renowned attractions like Balboa Park, the San Diego Zoo, and the USS Midway Museum, along with a diverse culinary scene and a plethora of art galleries and theaters like the La Jolla Playhouse, there's always something new to experience. Whether you're a sports enthusiast looking to cheer for the Padres at Petco Park or seeking outdoor adventures at Torrey Pines State Natural Reserve, San Diego has something for everyone. Begin your job search today and discover why this picturesque city is the perfect place to elevate your career!