Personal Lines CSR / Account Manager

Loomis, CA 95650

Employment Type: Direct Hire Job Category: Personal Lines Job Number: 7658

Job Description

Personal Lines CSR / Account Manager needed for an Insurance Agency located in Loomis, CA!

This is a very well established agency, over 50 years in business!
This agency offers weekly lunches to the staff, they have a monthly stress coach come in, birthday celebrations as well as Summer and Christmas celebrations for those who want to participate.
 
  • HOURS:  This office works a 9/80 work schedule for a total of eight nine-hour days, one eight-hour day, and one day-off spread over a two-workweek period...SO every other Monday off! 
  • DURATION:  Direct Hire
  • WORKPLACE:  This is an in-office position.
  • PAY:  $67,000 per year, plus bonus and commission potential.
    • If the AM has two years recent independent agency experience and knows AMS-360, the position will pay at a higher salary; approximately $70,000-$74,000-depends on experience.
  • BENEFITS:  This client offers a full comprehensive benefits package

Job Duties will include, but are not limited to:
The Personal Lines CSR, or Account Manager, will be managing a $2.5 mil book in premium (approximately 800-900 accounts).
90% of the clients are multi-line; preferred carriers. Most clients are in the Urban areas so they do not work a lot with the CA Fair Plan.
No sales quotas or cold calling. Relationship focused!

- Manage all aspects of client's personal lines policies, including annual reviews, policy changes, questions, etc.
- Collect information necessary to quote and issue personal insurance policies.
- Process underwriting, client and 3rd party correspondence.
- Cross-sell missing lines of business.
- Help clients navigate through the claims process.

Requirements:
  • Minimum of 1 year experience working as a Personal Lines CSR or Account Manager.
  • The qualified candidate must hold an active CA Property/Casualty license.
  • Proficient with Microsoft Excel, Word, and Outlook.
  • AMS-360 experience a plus. Will train!
  • Experience with Mercury is a plus.
  • Participate in training courses to further your knowledge of contracts, underwriting guidelines and rating procedures

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 Loomis, CA

Ready for a career change? Explore job opportunities in the vibrant Loomis, California area and discover the perfect match for your skills and ambitions! Loomis, located in Placer County, offers a wonderful blend of small-town charm and big-city amenities, making it an appealing destination for job seekers looking for a welcoming community with ample growth opportunities. From its proximity to the stunning Folsom Lake and the historic Blue Goose Fruit Shed to its array of local craft breweries and the Loomis Basin Community Park, this area has something for everyone. Consider embarking on a fulfilling career in Loomis, where you can enjoy a thriving arts scene, delicious farm-to-fork cuisine, and easy access to outdoor adventures. Start your job search today and unlock the endless possibilities that await you in this enchanting region!