Personal Lines CSR
Job Description
- HOURS: Full-Time Hours, Mon-Fri, 9:00 am – 05:30 pm.
- DURATION: Direct Hire
- WORKPLACE: In office
- PAY: $50,000 - $75,000 per year, depending on experience.
- BENEFITS: Benefits are offered
The Personal Lines CSR will be responsible for assisting personal lines insurance clients (homeowners, auto, etc.) with the maintenance and service of their policies, including
- 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
- Minimum of 2-3 years experience recently working as a Personal Insurance CSR within an Independent Agency environment.
- Farmers experience is preferred.
- The qualified candidate must hold an active CO Property/Casualty license.
- Proficient with Microsoft Excel, Word, and Outlook.
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.