Commercial Lines CSR / Account Manager

Lakeside, CA 92040

Employment Type: Direct Hire Job Category: Commercial Lines Job Number: 7605

Job Description

Commercial Lines CSR / Account Manager needed for an Independent Insurance Agency located in East County, San Diego.
 
  • HOURS: 8:00 am – 5:00 pm 
  • WORKSITE:  In office position – open to discussing a Hybrid schedule
  • DURATION: Direct Hire 
  • PAY: Depending on experience;
    • Commercial CSR: $24.00 - $25.00 per hour
    • Commercial AM: $26.00 - $35.00 per hour
  • BENEFITS: Client offers a full comprehensive benefits package to include: health, dental, vision and life. Simple IRA.

The Insurance CSR/Account Manager be assisting with a Commercial book, $1.3 mil in premium, consisting of Contractors risks; Work Comp, Property, Auto, etc. Will be working with one Producer.
Job duties will include issuing certificates of insurance, customer service, account retention, general back office support, audits, endorsements and other servicing tasks on the book as requested and needed.

Requirements:
  • Minimum of 2 years of  recent experience working as a Commercial CSR or Account Manager.
  • The qualified candidate must hold an active CA Property/Casualty license.
  • AMS-360 experience required.
  • Proficient with Microsoft Excel, Word, and Outlook.
  • Must have clear verbal and written communication skills.

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 Lakeside, CA

Discover your next career opportunity in the vibrant Lakeside, California! Nestled in the picturesque landscapes of San Diego County, Lakeside offers a perfect blend of work and play. With its close proximity to stunning lakes, hiking trails, and parks like Lake Jennings and El Capitan Mountain, this area provides an enriching environment for both professional growth and a balanced lifestyle. Explore job openings in this charming locale and immerse yourself in its unique culture, from enjoying local delicacies at the Barona Resort & Casino to visiting the Barona Cultural Center & Museum. Don't miss out on the chance to work near iconic attractions such as the Viejas Casino & Resort and Viejas Outlet Center. Start your journey today towards a fulfilling career in Lakeside!