Commercial Lines Insurance CSR / Account Manager - Hybrid REMOTE!
Job Description
This agency has an “Office Mascot” Cassidy, a Golden Retriever!
- HOURS: Monday – Friday; 8:30 am – 4:30 pm (with a 1 hour lunch)
- DURATION: Temporary; approximately 2– 4 months.
- WORKPLACE: Hybrid Remote; 1 - 2 days work remote from home and the other days in office.
- PAY: $30.00/hr. - $35.00/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 will include, but are not limited to:
Assisting with servicing a book of business from A-Z.
(Risks this agency works with are Outfitters and Guiders, Garages, Cosmetics and more.)
Book is $1 mil in premium; 90% direct bill.
- Endorsements
- Invoicing
- Certificates of insurance
- Coverage changes
- Billing
- Acord Forms
- Loss Runs
- Quotes
- Renewals
- Answer customer questions and generally deliver good customer service.
Requirements:
- Minimum of 1 - 2 years’ experience recently working as a CL CSR / Account Manager.
- Recent experience working within an independent agency environment preferred.
- The qualified candidate must hold an active CA Property/Casualty license.
- Proficient with Microsoft Excel, Word, and Outlook.
- AMS-360 experience is required.
- 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.
- Legal residents of California only. Visa Sponsorship not available. W2 only.
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.