Personal Lines CSR
Job Description
Our client is an independent agency that is in need of a CSR to join their Personal Lines Department. The CSR will be working with a wide variety of insurance carriers and wholesalers securing new business policies, renewal review, policy changes and routine service.
- HOURS: Full-Time Hours, Mon-Fri, 8:00 am - 5:00 pm
- DURATION: Direct Hire
- WORKPLACE: In office only.
- PAY: $55k - $70k base salary!
- BENEFITS: This client offers a full comprehensive benefits package.
- 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
- Assist with walk-ins, referrals, and other new business that comes in.
- Recent Independent Agency experience is required! Minimum 2 years working in Personal Lines Insurance as an Account Manager or CSR for an Independent Agency.
- Active CA P&C Licenses required
- Strong Customer Service Skills
- Excellent organizational, time management skills and computer proficiency
- Experience utilizing AMS360 or similar agency management system(s)
- Bilingual Spanish is a plus!
- Mercury and Safeco experience is highly preferred
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.