COMMERCIAL LINES INSURANCE CSR/ACCOUNT MANAGER - Small Business

El Cajon, CA 92020

Employment Type: Direct Hire Job Category: Commercial Lines Job Number: 7709

Job Description

COMMERCIAL LINES INSURANCE CSR/ACCOUNT MANAGER – Small Business needed for an insurance agency in East County, San Diego

•    HOURS: Full time hours; 8:30am to 5:00pm with 1 hour lunch
•    DURATION: Direct Hire
•    WORKSITE: In-office. Possible HYBRID schedule offered after 3-6 months.
•    PAY: $65,000 - $80,000 per year, depending on experience.
•    BENEFITS: Employer pays 100% of the Health Insurance; Medical only. 401K Profit Sharing.

Job duties include, but are not limited to:
The book will start off small (around $1M premium), but is expected to grow.
• Provide excellent customer service to clients and assist with change requests, reporting claims, issuing auto ID's, issuing certificates of insurance, and more.

• Review policies/renewals and educate clients on coverages, endorsements and exclusions.
• Identify any coverage issues that need to be addressed.
• Market accounts and prepare proposals with high retention expectancy.
• Have a strong understanding of carrier markets and knowing how to navigate their portals.
• Follow agency's policies and procedures.
• Identify cross-selling opportunities and/or opportunities to enhance coverages if needed.
• Ability to handle agency billed accounts and proposals; knowing what signatures to collect and how to prepare finance contracts.

REQUIREMENTS:
• The qualified candidate must have a minimum of four years, recent, experience working as a Commercial Lines CSR / Account Manager within an independent agency environment.
• The qualified candidate must hold an active CA Property/Casualty license.
• Must know EPIC; Intermediate to Advanced level.

• Must know MS Office; Intermediate to Advanced level.
• Have a positive attitude and show professionalism with clients at all times.

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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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About El Cajon, CA

Discover exciting job opportunities in the vibrant El Cajon, California area! Embrace the charm of this bustling town nestled in the heart of San Diego County. With its diverse culture, stunning parks like the beautiful Kennedy Park, top-notch cuisine ranging from classic American to delicious Mediterranean dishes, and a thriving arts scene including the Olaf Wieghorst Museum, there's no shortage of reasons to kickstart your career here. From catching a show at the Magnolia Performing Arts Center to cheering on the local sports teams at the Gillespie Field, El Cajon offers growth and unique experiences for job seekers. Explore our job listings today and take the first step towards a fulfilling career in this dynamic region!