Personal Lines CSR
4 weeks ago
Personal Lines Customer Service Rep needed for a small family owned Insurance Agency located in the City of Orange, CA.
- HOURS: Full-Time Hours, Mon-Fri, 8:30 am - 5:00 pm (7.5 hour work days)
- DURATION: Direct Hire
- WORKPLACE: In office only.
- PAY: $55k, with Bonus potential.
- BENEFITS: This client offers a full comprehensive benefits package.
Job duties can include but are not limited to:
- The agency writes everything and the overall size of the book of business for the agency is $5 mil.Assist insureds with all aspects of the everyday needs of personal lines clients. The CSR will be working with a wide variety of insurance carriers and wholesalers securing new business policies, renewal review, policy changes and routine service.
- Properly document and maintain the client database as required.
- Recognize priority tasks and work with the brokers to see they are accomplished within the required timeframe.
- Requirements:Minimum of 1 - 2 years’ experience recently working as a PL CSR for an independent agency.
- The qualified candidate must hold an active CA Property/Casualty license.
- Proficient with Microsoft Excel, Word, and Outlook.
- AMS-360 experience a plus.
- Bilingual Spanish a plus.
- Needs to be a team player - wants to be part of a team
- Excellent customer service skills.
- Detail oriented with strong organization skills.
- Ability to multi-task in a deadline-based environment.
- Excellent written and verbal communication skills.
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