Commercial Lines Insurance CSR / Account Manager - Hybrid Remote!

Santa Ana, CA 92705

Employment Type: Direct Hire Job Category: Commercial Lines Job Number: 7507

Job Description

Commercial Lines Insurance CSR / Account Manager needed for an Insurance Agency located in Orange County! Hybrid Remote

Account Manager wanted, but if you are a CSR looking for the next step in your career, this agency is also open to training a CSR to be an Account Manager! 
  • HOURS:  Monday – Thursday, 9 am – 5 pm (1 hour lunch) and Friday 9 am – 3 pm (1 hour lunch)
  • DURATION:  Direct Hire
  • WORKPLACE:  Hybrid Remote; 1 day remote (Mondays) for the first 90 days. Afer 90 days, 2 days remote work will be offered. 
  • PAY:  $60k - $75k 
      • To qualify for $68k - $75k, the qualified candidate must have recent experience in an Account Manager role. 
  • BENEFITS:  This client offers a full comprehensive benefits package.

Job Duties will include, but are not limited to:
-The CSR / Account Manager will assist on a Commercial book of business, $2.2 mil in premium. 
-The book consists of Restaurants, Fast Food(non-franchise) and Lessors Risks and Apartments. This specific experience is not a must, but the CSR/AM must have CL package and BOPs experience.  Will also work with EPLI, D&O and E&O.
-The CSR/AM will not handle Work Comp in this role. 
- Will assist the Personal Lines department as needed. 
- Carriers will be working with include: Travelers, Hartford, CNA, Guard, Mercury-commercial lines.
- Client Servicing
- Communicating with prospects, clients, and underwriters via telephone and e-mail
- Presentation of quotes and proposals for new business and renewals
- Review policies, identify deficiencies and determine appropriate level of coverage
- Manage renewal process
- Create certificates of insurance, endorsement requests and binders
- Online rating with multiple carriers
- Completion of Acord applications

- Minimum of 2 years’ experience recently working as a CL CSR / Account Manager, working within an independent agency environment.
- Candidate will need to have experience quoting with Travelers, Hartford, Guard or Mercury.
- The qualified candidate must hold an active CA Property/Casualty license.
- Proficient with Microsoft Excel, Word, and Outlook.
- Applied-TAM experience needed. 
- Must be able to work in a fast-paced environment and offer excellent customer service at all times!

- Must have clear and written communication skills.

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.

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About Santa Ana, CA

Ready to take the next step in your career? Explore our job opportunities in the vibrant city of Santa Ana, California, where endless possibilities await. Nestled in Orange County, Santa Ana offers a delightful blend of diverse cultures, stunning art galleries like the Bowers Museum, theaters such as the Yost Theater, and mouthwatering cuisine at the 4th Street Market. Home to the professional sports teams like the Orange County Soccer Club, this city also boasts serene parks like Santiago Park for outdoor enthusiasts. Come be a part of a community brimming with charm and growth opportunities – your dream job could be just a click away.