Commercial Lines CSR / Assistant Account Manager - HYBRID/REMOTE!
Job Description
Candidates must reside in or near one of the following locations:
Roseville, Walnut Creek, San Jose, Bakersfield, Costa Mesa, or San Diego.
• HOURS: Monday – Friday, 8 am – 4 pm
• DURATION: Temp to Hire
• WORKPLACE: Hybrid – 3 days remote and 2 days in office
• PAY: $25.00 to $35.00 an hour depending on experience
• BENEFITS: Weekly payroll, direct deposit, online time entry, sick leave pay, and upon meeting eligibility: holiday pay, vacation pay and 401K Retirement Plan.
Job Duties will include, but are not limited to:
• Processing commercial certificates daily; assisting the Construction team.
• Administrative / Assistant duties as needed; data entry, follow up, review, etc.
• Assist clients with their day to day needs, such as billing inquiries, policy review, and change requests
• Process certificate requests as needed
• Process policy changes
• 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
• Other job duties as needed and requested by the Account Manager and/or Producer
Requirements:
• The qualified candidate must have recent experience processing Certificates of Insurance, minimum 1 – 2 years’ experience working in an independent agency environment.
• Must have basic understanding of insurance requirements in a contract and what’s requested to generate certificate.
• Must be able to issues Certificates within 24 hours.
• Applied EPIC experience preferred
• Proficient with CSR24 Certificate System
• Have good verbal and written communication skills.
• Strong attention to detail. A team player.
Meet Your Recruiter
Nancy Thai
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.