Insurance Customer Service Rep - Orange, CA

Orange, CA 92867

Employment Type: Direct Hire Job Category: Personal Lines Job Number: 7430

Job Description

Insurance Customer Service Rep needed for a small family owned Insurance Agency located in the City of Orange, CA.
  • HOURS: Full-Time Hours, Mon-Fri, 8:30 am - 5:00 pm (7.5 hour work days)
  • DURATION: Direct Hire
  • WORKPLACE: In office only.  
  • PAY: $48k - $55k, depending on experience. With Production Bonus potential.
  • BENEFITS: This client offers a full comprehensive benefits package.
The agency writes everything and the overall size of the book of business for the agency is $5 mil, plus.

Job duties can include but are not limited to:
  • Assist personal lines insureds with all aspects of their needs.  The CSR will be working with a wide variety of insurance carriers and wholesalers securing new business policies, renewal review, policy changes and routine service
  • Assist brokers with commercial service needs such as issuing certificates of insurance, ordering loss runs, MVR’s and other support tasks.
  • Properly document and maintain the client database as required
  • Recognize priority tasks and work with the brokers to see they are accomplished within the required timeframe

Requirements:
  • Minimum of 1 - 2 years’ experience recently working as a CSR for an independent insurance agency or direct writer.
  • The qualified candidate 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.

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About Orange, CA

Discover exciting career opportunities in Orange, California! Nestled in the heart of Orange County, this vibrant region offers a perfect blend of sunny weather, stunning beaches, and endless cultural experiences. Home to attractions like Disneyland, the Bowers Museum, and the Angels Stadium, Orange, CA provides a diverse array of job prospects and a high quality of life. With its renowned culinary scene featuring unique dishes like the famous Orange County Fair cinnamon rolls and close proximity to picturesque parks like Santiago Oaks Regional Park, job seekers here can enjoy a perfect work-life balance. Come explore our job listings in Orange, CA and embark on a journey to a fulfilling career in a truly enchanting area!