Personal Lines Insurance CSR / Sales Rep
Job Description
HOURS: Monday – Friday, 8 am – 4:30 pm (1 hour lunch)
DURATION: Direct Hire
WORKPLACE: Hybrid schedule offered; in office on Tuesdays and Thursdays only (after approximately 2-3 weeks in office for training).
PAY: Depending on experience, the position can pay $60k - $70k.
- There is no quota to meet for sales.
- Commission potential for own leads brough in (IE: friends, family).
- New Business incentive offered per policy written.
BENEFITS: This client offers a full comprehensive benefits package: Medical, Dental, Life and Disability. 401(k) with a match.
The PL CSR / Sales Rep will be managing a book of business approximately $2.3 mil in premium. Book consists mostly of Home and Auto policies.
This role is stronger in service than sales, currently. This can change depending on current staff, networking, that could turn into more leads!
Will work with carriers to include: Progressive, Safeco, CA Fair Plan, partners thru First Connect, JE Brown and AmWins.
Requirements:
- Minimum of 3 years’ experience recently working as a PL CSR / Sales Rep, working within an independent agency environment.
- The qualified candidate must hold an active CA Property/Casualty license.
- Must know Mercury!
- Proficient with Microsoft Excel, Word, and Outlook.
- AMS-360 experience preferred.
- Must be detail-oriented, can multi-task and able to work in a fast-paced environment.
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.