Commercial Lines Insurance CSR / Account Manager - Hybrid Remote!
Job Description
- HOURS: Full-Time Hours, Mon-Fri, 8:00AM-5:00PM
- DURATION: Direct Hire
- WORKPLACE: Hybrid Remote; work from home on Mondays and Fridays
- PAY: $70,000 - $90,000 per year, depending on experience. Commission potential.
- To qualify for $80k - $90k, the qualified candidate must have advanced experience working with Trucking/Transportation risk.
- BENEFITS: This client offers a full comprehensive benefits package: Medical benefits and 401K with a match.
Job Duties will include, but are not limited to:
Agency has a book of business that has $15 mil in premium with a total of 500 accounts mostly consisting of trucking and transportation.
Fleets up to 220 units.
- Administrative duties will include documenting all customer service tasks in Salesforce via Service Tickets. Managing a wide array of requests from customers with varying completion times. Completing all submissions in a timely manner. Contacting customers to review changes in policies, premiums and carrier guidelines.
- Service customers and stay on top of activities, certificates, underwriting emails/requests.
- Cross sell current customers - learn to quote and sell personal lines.
- Will assist Producers with marketing renewals.
- Calculate premiums, applicable discounts and other payments for products and services.
- Prepare forms, applications, agreements.
- Pivot customers to another product line on the phone or in person.
- Deliver policies to customers with list of exclusions.
- Send documents or other information to customers, operations center, underwriters, etc; using computer, mail or fax.
- Track and record policy changes and update information in Salesforce, Nowcerts search and Services and other files and databases as appropriate.
Requirements:
- Minimum of 3 years’ experience recently working as a CL CSR or Account Manager, working within an independent agency environment.
- Recent trucking/transportation experience preferred, but not required.
- The qualified candidate must hold an active CA Property/Casualty license.
- Proficient with Microsoft Excel, Word, and Outlook.
- Experience with EPIC or AMS 360 or TAM or Hawksoft required.
- Candidate must be open to working in a team environment, must take initiative as needed, must be able to work independently, must have attention to detail and be able to work in a fast pace environment.
- Bilingual Spanish a plus.
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.