Personal Lines CSR
Job Description
- HOURS: Full-Time Hours, Mon-Fri, 8 am -to 5 pm.
- DURATION: Direct Hire
- WORKPLACE: In office role.
- PAY: $60k-$70k base salary!
- Providing advice
- Processing policy changes
- Remarketing policies, and writing new policies as needed for an existing client.
- Maintain professional working relationships with insurance companies and other departments/personnel within the agency
- Recent Independent Agency experience, minimum 2 years working in Personal Lines Insurance as a CSR or Account Manager for an Independent Agency.
- An Active CA P&C License or Personal lines only license required
- Strong Customer Service Skills
- Excellent organizational, time management skills and computer proficiency
- Experience with Mercury and Travelers a plus
- Ability to apply critical thinking, make sound judgments, and pay attention to detail
Meet Your Recruiter
Nancy Thai
Account Manager
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.