Personal Insurance CSR/Bilingual Spanish

San Diego, CA 92131

Employment Type: Direct Hire Job Category: Personal Lines Job Number: 7560

Job Description

Bilingual Spanish Personal Insurance Customer Service Rep (CSR) needed for an insurance agency in the Mira Mesa area of San Diego CA.

The CSR will be responsible for assisting the Personal Lines Department by providing product education to new and existing clients, as well as servicing current client accounts including but not limited to: 

  • Processing policy changes
  • Remarketing policies, and writing new policies as needed for an existing client.
  • Cross selling and retention of client accounts
  • Answering questions regarding coverage, billing, claims, etc.
  • HOURS:  Full-Time Hours, Mon-Fri, 8:30AM-5:00PM
  • WORKSITE: In office
  • DURATION:  Direct Hire
  • PAY:  $45,000 - $60,000 per year, depending on experience
    • For $55,000+, you must have a minimum of 2 years servicing and selling Personal Insurance policies and P&C Licenses
  • BENEFITS:  This client offers a full comprehensive benefits package to include medical, dental, life insurance, incentives, and PTO

Requirements:

  • Bilingual Spanish required!
  • 1-2 years of current experience working in Personal Lines with California policies
  • Active CA P&C, Life & Health Licenses preferred. Client will consider candidates with Personal Lines Only License, but you must be willing to obtain your P&C Licenses within 60 days of hire, and Life & Health Licenses within 12 months.
  • Strong Customer Service Skills
  • Excellent organizational, time management skills and computer proficiency
  • Ability to apply critical thinking, make sound judgments, and pay attention to detail
  • Keystroke 50+ WPM with accuracy 

Meet Your Recruiter

Nancy Thai
Account Manager I

Since joining SDI Staffing in 2022, Nancy has demonstrated a strong aptitude for talent acquisition and client relations. She initially started as a Recruiter and has successfully transitioned into the role of an Account Manager. She has a deep passion for aiding candidates in their career journeys and takes great satisfaction in collaborating with clients to secure ideal candidates to add to their teams. Nancy's extensive knowledge in both Personal and Commercial Lines insurance, particularly with captive carriers, enables her to provide exceptional service. She works closely with clients to understand their specific needs and consistently delivers the perfect match for their offices.

In her free time, Nancy enjoys working out, trying out new restaurants, and spending time with her family.

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