Commercial Lines CSR Assistant - HYBRID/REMOTE!
Job Description
This client is a well-established independent agency, and you will also be assisting the Account Managers with the annual renewals and New Business as it comes in. A great opportunity for someone looking for their next step in their independent agency career!
• HOURS: Monday – Friday, 8 am – 4 pm
• DURATION: Direct Hire
• WORKPLACE: Hybrid schedule preferred. Will consider 100% remote work if candidate is not able to commute into their office. In-office training may be required.
• PAY: $55k – $65k base salary, depending on experience.
• BENEFITS: This client offers a full comprehensive benefits package to include Health Insurance, 401k, Paid Vacation time, Sick time & Paid Holidays
Job Duties will include, but are not limited to:
• 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
• 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.
• The qualified candidate must hold an active CA Property/Casualty license.
• EPIC experience is preferred but not mandatory.
• Must be able to issues Certificates within 24 hours.
• Applied EPIC experience preferred
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.