Commercial Lines CSR Assistant - Hybrid/REMOTE!

Pleasanton, CA 94588

Employment Type: Temp to Hire Job Category: Commercial Lines Job Number: 7103

Job Description

Commercial Lines CSR Assistant needed for an Insurance Agency located in Pleasanton, CA. Hybrid/REMOTE!
  • HOURS:  Monday-Friday; 8:00 am – 05:00 pm
  • DURATION:  Temporary to possible Hire
  • WORKPLACE:  It is preferred the CSR Assistant work a Hybrid schedule.
    • Will possibly consider 100% remote, but the candidate must reside in California.
  • PAY:  $21.63/hr. - $23.55/hr., 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 can include, but are not limited to:
o Processing Policy Endorsements and carrier Audits; identify errors and facilitate corrective actions
o Processing Policy Cancellations, Reinstatements and Lost Policy Releases (LPR)
o Preparing Check requests, Invoices and Premium Finance Agreements
o Preparing Summaries of Insurance
o Ordering Loss Runs and MVR’s
o Issuing Auto ID Cards
o Issuing Certificates of Insurance and Evidences of Property
o Issuing Binders of Insurance
o Preparing Check Requests, Invoicing and Premium Finance Agreements
o Assist with Identifying and reconciling of any inaccuracies in Account billings
o Assist with Preliminary review of policy forms, identifying discrepancies and making any necessary changes as directed by AM, AE or Producer
o Assist with Preparing complete and accurate submissions including Acord applications and/or supplemental forms
o Assist with Online Rating
o Assist with Preparing Proposals
o Assist Preparing Agent of Record letters (AOR)
o Data entry
o Monitors and maintains activity/suspense, taking required action to ensure completion within required time frame
o Performs other duties as assigned

  • Minimum of 2 years’ experience recently working as a CL CSR Assistant, working within an independent agency environment.
  • The qualified candidate must hold an active CA Property/Casualty license.
  • EPIC experience is mandatory. Must be at an intermediate to advanced level.
  • Proficient with Microsoft Excel, Word, and Outlook.
  • Must be detailed, organized, open to assisting others at all times and offer great customer service to clients.
  • Regular and consistent attendance is expected and a necessary component to the job.
  • Lifting and carrying large equipment/boxes over 5 lbs.
  • Bending and stooping to utilize necessary office equipment.
  • Regular and consistent attendance as defined per Company policy.
  • Work is performed in a typical interior/office work environment.
  • Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
  • May be required to stand for extended periods of time.
  • Must possess effective communication and listening skills such that complicated information can be communicated in a straight-forward manner that the listener can understand, as well as paraphrasing and questioning to gain a complete understanding of the speakers concerns and goals.
  • Ability to prioritize, multi-task, set goals and meet deadlines.
  • Must be a team player that possesses strong customer service and problem-solving skills.
  • Must have a professional demeanor, be detail oriented, organized, highly ethical and have a positive attitude.

Meet Your Recruiter

Sharlene Theakston
Lead Account Manager

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 Lead 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 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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