Commercial Lines Assistant Account Manager
Job Description
We are seeking a Commercial Lines Insurance CSR for our client in the Colusa area. Do you have 2 or more years experience working with personal lines and are you ready for the next step in your career? The ideal candidate will be responsible for providing essential support to the commercial lines department, ensuring accuracy and efficiency in daily tasks. This position requires strong multitasking skills, excellent communication, and the ability to work in a fast-paced environment.
HOURS: Monday – Friday; 8:00 am – 4:30 pm
DURATION: Direct Hire
WORKPLACE: Hybrid - 4 days in office & 1 day remote
PAY: Depending on experience, position can pay $20 an hour - $25 an hour
BENEFITS: This client offers a comprehensive benefits package
Duties can include, but are not limited to:
- Change requests
- Endorsements
- Renewals
- New Policies
- Policy Review
- Review policy, confirm insured has forms required for operations & Certificates on file
- Assist insureds with requests: review policies, coverages, changes, quotes.
- Market/Quote renewals as needed via carrier portals or application submissions.
- Other duties as requested or needed.
- Minimum two years’ experience recently working in Personal Lines, within an independent agency environment is preferred.
- The qualified candidate must hold an active CA Property/Casualty license.
- AMS 360 is preferred.
- Proficient with Microsoft Word, and Outlook.
- Clear written and communication skills. Must be comfortable speaking on the phone.
Meet Your Recruiter
Account Manager
Since joining SDI Staffing in 2022, Nancy has demonstrated a strong aptitude for talent acquisition and client relations. She initially started as a Recruiter and has successfully transitioned into the role of an Account Manager. She has a deep passion for aiding candidates in their career journeys and takes great satisfaction in collaborating with clients to secure ideal candidates to add to their teams. Nancy's extensive knowledge in both Personal and Commercial Lines insurance, particularly with captive carriers, enables her to provide exceptional service. She works closely with clients to understand their specific needs and consistently delivers the perfect match for their offices.
In her free time, Nancy enjoys working out, trying out new restaurants, and spending time with her family.