Personal Lines Insurance CSR Assistant - Part Time!

Irvine, CA 92612

Employment Type: Direct Hire Job Category: Personal Lines Job Number: 7263

Job Description

Personal Lines Insurance CSR Assistant needed for an Insurance Agency located in Irvine, CA.
  • HOURS:  Part time; 15 - 20 hours a week
  • DURATION:  Direct Hire
  • WORKPLACE:  In office for six months. After six months, a hybrid schedule can be discussed (2 days working remote). 
  • PAY:  $18.00 - $20.00 per hour, depending on experience.
  • BENEFITS:  This client offers a benefits package to include Medical. They are working on setting up a simple IRA.

Duties will include, but are not limited to:
Will provide support to the Account Management team with assistance in various duties such as; processing carrier endorsements, carrier cancellations, claim follow up, email distribution from department inbox, download reports, client ID cards, mortgage evidence of insurance, etc. 
  • Process and validate policy changes 
  • Confirm payments and policy status 
  • Assists with updating data in the agency management system 
  • Complete special projects as assigned 
  • Collecting payments 
  • Other job duties as assigned

  • Minimum of 1 year experience recently working as a PL CSR Assistant within an independent agency environment.
  • Active CA Property/Casualty license needed. 
  • Proficient with Microsoft Excel, Word, and Outlook. Must be tech savvy!
  • Strong client/customer service skills.
  • Strong verbal and written communication skills.

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 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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