Commercial Lines Insurance CSR/Account Manager - Hybrid Remote!
Job Description
• HOURS: Monday – Friday, 7:30 am – 5:30 pm
(Flexible start; 7:30, 8:00, 8:30, 9:00)
• DURATION: Direct Hire
• WORKPLACE: In office. Possible hybrid schedule, 2 days remote after training.
• PAY: $60,000 -$80,000, depending on experience.
• BENEFITS: This client offers a full comprehensive benefits package.
The agency specializes in the automotive aftermarket. BOP, LRO, Work Comp, Group Medical
Job duties can include but are not limited to:
• Process Certificates and Endorsements.
• Follow up with Carriers.
• Assist clients with billing issues.
• Assist clients with work comp audits as needed.
• Assist with marketing activities.
• Provide quotes.
• Other tasks as requested.
Requirements:
• It is preferred the candidate have current and recent knowledge of markets and processes pertaining to workers compensation insurance, working as a CL CSR or Account Manager within an Independent agency environment. But will train.
• The qualified candidate must have a minimum of three years recent experience working as an Insurance CSR or Account Manager within an Independent agency environment.
• Must hold an active CA Property/Casualty license.
• Proficient with Microsoft Excel, Word, and Outlook.
• AMS-360 experience a plus, but not mandatory.
• Needs to be a team player - wants to be part of a team!
• Excellent customer service skills.
• Detail oriented with strong organization skills.
• Ability to multi-task in a deadline-based environment.
• Excellent written and verbal 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.