Job Abstract

Commercial Lines Insurance CSR / Account Manager needed for an Insurance Agency located in Orange County! Hybrid Remote Account Manager wanted, but if you are a CSR looking for the next step in your career, this agency is also open to training a CSR to be an Account Manager! HOURS: Monday – Thursday, 9 am – 5 pm (1 hour lunch) and Friday 9 am – 3 pm (1 hour lunch) DURATION: Direct Hire WORKPLACE: Hybrid Remote; 2 days remote, after 90 days working in office for training. PAY: $55 k - $65 k To qu... more details

Commercial Lines Insurance CSR / Account Manager needed for an Insurance Agency located in Orange County! Hybrid Remote

Account Manager wanted, but if you are a CSR looking for the next step in your career, this agency is also open to training a CSR to be an Account Manager!

HOURS: Monday – Thursday, 9 am – 5 pm (1 hour lunch) and Friday 9 am – 3 pm (1 hour lunch)
DURATION: Direct Hire
WORKPLACE: Hybrid Remote; 2 days remote, after 90 days working in office for training.
PAY: $55k - $65k
- - To qualify for $60k - $65k, the qualified candidate must have recent experience in an Account Manager role.
BENEFITS: This client offers a full comprehensive benefits package.

Job Duties will include, but are not limited to:
-The CSR / Account Manager will assist on a Commercial book of business, $2.2 mil in premium.
-The book consists of Restaurants, Fast Food(non-franchise) and Lessors Risks and Apartments. This specific experience is not a must, but the CSR/AM must have CL package and BOPs experience. Will also work with EPLI, D&O and E&O.
-The CSR/AM will not handle Work Comp in this role.
- Will assist the Personal Lines department as needed.
- Carriers will be working with include: Travelers, Hartford, CNA, Guard, Mercury-commercial lines.
- Client Servicing
- Communicating with prospects, clients, and underwriters via telephone and e-mail
- Presentation of quotes and proposals for new business and renewals
- Review policies, identify deficiencies and determine appropriate level of coverage
- Manage renewal process
- Create certificates of insurance, endorsement requests and binders
- Online rating with multiple carriers
- Completion of Acord applications

Requirements:
- Minimum of 2 years’ experience recently working as a CL CSR / Account Manager, working within an independent agency environment.
- The qualified candidate must hold an active CA Property/Casualty license.
- Proficient with Microsoft Excel, Word, and Outlook.
- Applied-TAM experience a plus.
- Must be able to work in a fast-paced environment and offer excellent customer service at all times!
- Must have clear and written communication skills.

Apply with SDI Staffing

Search Terms: CSR, Account Manager, Manager, Commercial, Insurance

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