Commercial Lines Insurance Assistant
Job Description
HOURS: Monday – Friday; 8:00 am – 4:30 pm
DURATION: Direct Hire
WORKPLACE: In office preferred. Will consider a Hybrid schedule.
PAY: Depending on experience, $55,000 - $65,000 per year.
BENEFITS: This client offers a full comprehensive benefits package
Job Duties will include but are not limited to:
The ideal candidate will be responsible for providing essential support to the commercial lines department, ensuring accuracy and efficiency in daily tasks. This position requires strong multitasking skills, excellent communication, and the ability to work in a fast-paced environment.
- Processing Certificates of Insurance – Handle a high volume of certificates, ensuring they are processed same day or within 24 hours.
- Evidences of Insurance – Prepare and distribute evidences of insurance accurately and in a timely manner.
- Billing Assistance – Address and resolve direct bill inquiries from clients and carriers.
- Endorsements – Process policy changes, ensuring accuracy and compliance with client and carrier requirements.
- Pre-Renewal Letters – Assist in preparing and distributing pre-renewal correspondence.
- Claims Assistance – Support the claims process by gathering necessary documentation and providing updates to clients as needed.
- Other tasks as requested and needed.
Requirements:
- Minimum two years’ experience recently working as a Commercial Assistant, working within an independent agency environment.
- The qualified candidate must hold an active CA Property/Casualty license.
- Must know EPIC and be at an intermediate to advanced level with the software. Two years recent experience.
- Proficient with Microsoft Excel, Word, and Outlook.
- Clear written and communication skills. Must be comfortable speaking on the phone.
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.