Personal Insurance CSR / Account Manager
Job Description
Personal Lines Insurance CSR/Account Manager needed for an Insurance Agency located in East County area of San Diego County on a temporary basis. The Account Manager 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
- HOURS: Full-Time Hours, Mon-Fri, 08:00 am – 04:30 pm.
- DURATION: Temporary
- WORKPLACE: In office- La Mesa CA.
- PAY: $30.00 - $35.00 per hour, depending on experience.
- BENEFITS: Weekly payroll, direct deposit, online time entry, sick leave pay, and upon meeting eligibility: holiday pay, vacation pay and 401K Retirement Plan.
Requirements:- Minimum of 3 years’ experience recently working as a Personal Insurance CSR or Account Manager.
- Experience working in an Independent Agency environment required.
- The qualified candidate must hold an active CA Property/Casualty license.
- Proficient with Microsoft Excel, Word, and Outlook.
- 3 or more years of recent EPIC experience required.
- Regular and consistent attendance as defined per Company policy.
- Work is performed in a typical interior/office work environment.
- Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
- May be required to stand for extended periods of time.
- Must possess effective communication and listening skills such that complicated information can be communicated in a straight-forward manner that the listener can understand, as well as paraphrasing and questioning to gain a complete understanding of the speakers concerns and goals.
- Ability to prioritize, multi-task, set goals and meet deadlines.
- Must be a team player that possesses strong customer service and problem-solving skills.
- Must have a professional demeanor, be detail oriented, organized, highly ethical and have a positive attitude.
Meet Your Recruiter
Julie Brown
President
Julie Brown is the President of San Diego Insurance Temps, Inc., a company that she has successfully led since its inception. She oversees two divisions: SDI Staffing, which she founded in 1995, and A-Star Staffing, which was acquired in 2023. SDI Staffing specializes in placing temporary and direct hire employees in the insurance industry across California, Arizona, and Nevada. A-Star Staffing focuses on administrative, accounting, HR, and customer service roles within various industries throughout San Diego County.
Julie is a California Licensed Fire/Casualty Agent and a Certified Staffing Professional. Her professional affiliations include membership in the American Staffing Association (ASA), California Staffing Professionals, the San Diego Association of Insurance Professionals (SDAIP), and PWI San Diego. She has served in numerous roles, including President, within these organizations. Additionally, she is an active member of the Independent Agents and Brokers of both Orange County and San Diego. Notably, she was the first Associate Member on the board of the Independent Insurance Agents and Brokers of San Diego (IIAB San Diego). Julie is also dedicated to education, teaching insurance and personal development classes to clients and industry organizations.
Julie's contributions to the industry have been recognized with numerous awards. These include being named among the Elite Women in Insurance in 2022 by Insurance Business America, receiving the SBA’s “Women-Owned Business of the Year for San Diego and Imperial Counties,” and being honored with the “Employer of the Year” award by the San Diego Workforce Partnership. She has also been recognized with the “Women Who Mean Business” Award from the San Diego Business Journal, “Insurance Woman of the Year” by PWI, “Associate Member of the Year” by the Independent Brokers & Agents of San Diego, and “Insurance Professional of the Year” by SDAIP. Additionally, she received the Career Sponsorship Award from the OPT Program at Grossmont College for her commitment to educating young people about the insurance industry.
Before founding San Diego Insurance Temps, Inc., Julie spent over 12 years working in the insurance industry at both carrier and agency levels in Southern California and North Carolina. Her roles ranged from sales and customer service in personal and commercial lines to operations management, giving her comprehensive industry knowledge.
Julie holds a Bachelor of Arts degree in Sociology with a minor in Economics from the University of California, San Diego. A San Diego native, she is married with two married children and enjoys crochet, camping, and reading in her spare time. During race season, she can often be found at the race track, where her son and son-in-law compete in 600 Midgets or dwarf cars.