Personal Lines CSR / Sales Rep, Bilingual Spanish - HYBRID!

Encinitas, CA 92024

Employment Type: Temp to Hire Job Category: Personal Lines Job Number: 6995

Job Description

Personal Lines CSR / Sales Rep, Bilingual Spanish, needed for an Insurance Agency located in Encinitas, CA. HYBRID! 

  • HOURS: Full-Time Hours, Mon-Fri, 8:30 am – 5 pm
  • DURATION: Temporary to possible Hire!
  • WORKPLACEHybrid schedule offered after training (working 2 days at home each week). 
  • PAY: $20/hr. - $23/hr., depending on experience.
  • BENEFITS: Weekly payroll, direct deposit, online time entry, sick leave pay, and upon meeting eligibility: holiday pay, vacation pay and 401K Retirement Plan.

Job duties can include, but are not limited to:

  • Establishing customer relationships.
  • Following-up with customers; providing prompt, accurate, and friendly customer service.
  • Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
  • Will be required to cross-sell to current customers as well as sell to potential new customers.


  • Minimum 1 year experience recently working as a PL CSR / Sales Rep.
  • Must be Bilingual Spanish.
  • The qualified candidate must hold an active CA Property/Casualty license.
  • Need to have experience with preparing and giving quotes and understand Auto, Home and Umbrella Insurance.
  • Proficient with Microsoft Excel, Word, and Outlook.


  • Regular and consistent attendance as defined per Company policy.
  • Work is performed in a typical interior/office work environment.
  • Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
  • May be required to stand for extended periods of time.
  • Must possess effective communication and listening skills such that complicated information can be communicated in a straight-forward manner that the listener can understand, as well as paraphrasing and questioning to gain a complete understanding of the speakers concerns and goals.
  • Ability to prioritize, multi-task, set goals and meet deadlines.
  • Must be a team player that possesses strong customer service and problem-solving skills.
  • Must have a professional demeanor, be detail oriented, organized, highly ethical and have a positive attitude.

Meet Your Recruiter

Sharlene Theakston
Lead Account Manager

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 Lead 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 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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