Commercial Lines Customer Service Rep
Job Description
The CSR will complete applications, submit to carriers, process endorsements, and handle other policy service requests. This role will report directly to the agency owner and assist with their tasks and clients as needed. Office perks include a supportive and close-knit team, meaningful work, and a very friendly dog-friendly environment, with two dogs in the office.
HOURS: Full-time hours, Monday–Friday. Flexible start times of 6:00 am, 7:00 am, 8:00 am, or 9:00 am (8-hours workdays)
DURATION: Direct Hire
WORKPLACE: In office only (no employee parking; street parking only)
PAY: $60,000 – $65,00 base salary, depending on experience, with bonus potential
BENEFITS: This client offers a portion toward the benefit plan
Job duties can include but are not limited to:
Assist insureds with all aspects of the day-to-day needs of commercial lines clients. The CSR will work with a wide variety of insurance carriers and wholesalers, securing new business policies, reviewing renewals, processing policy changes, and providing routine service.
Properly document and maintain the client database as required.
Recognize priority tasks and work with brokers to ensure they are completed within required timeframes.
Requirements:
Minimum of 1-2 years of recent experience working as a Commercial Lines CSR for an independent agency or direct writer.
Active California Property & Casualty license required.
Proficient with Microsoft Excel, Word, and Outlook.
HawkSoft experience is a plus but not required.
Team-oriented mindset and desire to be part of a collaborative environment.
Excellent customer service skills.
Detail-oriented with strong organizational skills.
Ability to multitask in a deadline-driven environment.
Excellent written and verbal communication skills.
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.