Employee Benefits

Explore exciting job opportunities in Employee Benefits today and start your journey towards a rewarding career in a dynamic and impactful industry. Employee Benefits professionals play a crucial role in improving the well-being of employees and their families by designing comprehensive and innovative benefits packages. The industry offers immense growth potential, encourages creativity, and provides a sense of fulfillment through making a positive impact on society. If you are looking for a career that combines innovation, social impact, and job satisfaction, consider advancing your career in Employee Benefits. Check out our job listings to find the perfect opportunity to grow and thrive in this exciting field.

Medicare CSR needed for an agency in La Mesa, CA.

La Mesa, CA 91941

Employment Type: Direct Hire Job Category: Employee Benefits Job Number: 7474

Job Description

Medicare and Small Group CSR needed for an Insurance Agency located in La Mesa, CA
  • HOURSPart time or Full time hours offered.
  • DURATION:  Direct Hire
  • WORKPLACEWill consider 100% remote work for someone who does not reside near the La Mesa office.
  • PAY:  $25.00 - $30.00 per hour, depending on experience.
  • BENEFITS:  This client offers a full comprehensive benefits package: to include Medical offered (the agency pays a portion of the benefits for the employee). Dental and Vision (the agency pays 100% for each for the employee)
Job Duties will include, but are not limited to:
- The position would entail answering the main office phone and routing calls to the appropriate department. 
- Learn and manage the agency AMS system called AgencyBloc.
- Document, follow up and update customer and broker records based on interaction in a timely manner.
- Troubleshoot, assist, and resolve client and broker questions.
- Understand and maintain a knowledge base of the evolving products and services in the Medicare space.
- Provide assistance with office and policy administration to renewal preparation, cross-selling and marketing coordination using AgencyBloc CRM system.
- Handling service requests, processing applications and answering incoming emails and phone calls.
- Assist broker in prospecting / generating new business through leads and referrals from COI’s, Physician offices.
- Passionate about working with Seniors.

- Minimum of 2 years of  experience recently working in Small Group and Individual Medicare  benefits within an Insurance Agency environment.
- The qualified candidate must hold an active CA Life/Health license.
- Proficient with Microsoft Excel, Word, and Outlook.
- Possess professional phone/customer service 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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