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Commercial Lines Insurance CSR - Hybrid Remote!

Remote:

Full Remote

Contract:

Full time

Salary:

60 - 63K yearly

Experience:

Mid-level (2-5 years)

Work from:

Canada, California (USA), United States

Offer summary

Qualifications:

Minimum 3 years experience as CL CSR, Active CA Property/Casualty license, Proficient in Microsoft Office, EPIC/AMS 360/TAM/Hawksoft.

Key responsabilities:

Manage book of business with $15m premium
Complete submissions promptly
Service customers and cross-sell

SDI Staffing https://www.sdistaffing.com

51 - 200 Employees

See more SDI Staffing offers

Job description

Job Description

Commercial Lines Insurance CSR needed for an Insurance Agency located in Downtown San Diego - Hybrid Remote!

HOURS: Full-Time Hours, Mon-Fri, 8:00AM-5:00PM
DURATION: Direct Hire
WORKPLACE: Hybrid Remote – 2 days in office.
PAY: $60,000 - $63,000 per year, depending on experience. Commission potential.
BENEFITS: This client offers a full comprehensive benefits package: Medical benefits and 401K with a match.

Job Duties will include, but are not limited to:

Agency has a book of business that has $15 mil in premium with a total of 500 accounts mostly consisting of trucking and transportation.

Fleets up to 220 units.

Administrative duties will include documenting all customer service tasks in Salesforce via Service Tickets. Managing a wide array of requests from customers with varying completion times. Completing all submissions in a timely manner. Contacting customers to review changes in policies, premiums and carrier guidelines.
Service customers and stay on top of activities, certificates, underwriting emails/requests.
Cross sell current customers - learn to quote and sell personal lines
Calculate premiums, applicable discounts and other payments for products and services.
Prepare forms, applications, agreements.
Pivot customers to another product line on the phone or in person.
Deliver policies to customers with list of exclusions
Send documents or other information to customers, operations center, underwriters, etc; using computer, mail or fax.
Track and record policy changes and update information in Salesforce, Nowcerts search and Services and other files and databases as appropriate.

Requirements:

Minimum of 3 years’ experience recently working as a CL CSR, working within an independent agency environment.
Recent trucking/transportation experience preferred.
The qualified candidate must hold an active CA Property/Casualty license.
Proficient with Microsoft Excel, Word, and Outlook.
EPIC or AMS 360 or TAM or Hawksoft required.
Candidate must be open to working in a team environment, must take initiative as needed, must be able to work independently, must have attention to detail and be able to work in a fast pace environment.
Bilingual Spanish a plus.