Commercial Lines Insurance CSR / Account Manager

SDI Staffing; San Diego (CA); Remote; USD 41,000 - 55,000; Full time

Job summary

SDI Staffing in Central San Diego seeks a Commercial Lines Insurance CSR / Account Manager for a remote position within the Commercial Small Business Unit. Expect 30–40 USD per hour and standard hours in a 8am–5pm window with potential 4:30/5:00 finish.

Qualified candidates will have at least three years in CL CSR/Account Manager roles at independent agencies, an active CA Property/Casualty license, and proficiency with Excel, Word, and Outlook. W2 only; CA residency required.

Qualifications

• Minimum of three years’ experience recently working as a Commercial Lines CSR / Account Manager within an independent agency environment.
• Active CA Property/Casualty license.
• Proficient with Microsoft Excel, Word, and Outlook.
• Sagitta or EPIC experience a plus.

Responsibilities

• Continue to perform all duties of a Commercial Assistant while assisting Client Executive in analyzing coverages and claims data for renewal business.
• Proactively prepare renewal specifications and rough draft proposals.
• Assist with and/or manage the marketing of renewal business as directed by Client Executive.
• Prepare experience modification projections using appropriate software.
• Review accuracy of experience modification calculations published by state rating agencies.

Skills

CA Property/Casualty license

Client servicing

Renewal handling

Tools

Excel

Word

Outlook

Sagitta

EPIC

Job description

Commercial Lines Insurance CSR / Account Manager needed for an Insurance Agency located in Central San Diego. REMOTE! ***Role open in the Commercial Small Business Unit.

HOURS: Monday – Friday, 8 am – 4:30 pm or 5:00 pm. DURATION: Temporary (no confirmed end date at this time) WORKPLACE: REMOTE work is offered! Candidate must reside in California. PAY: Depending on experience, $30.00 - $40.00 per hour

BENEFITS: Weekly payroll, direct deposit, online time entry, sick leave pay, and upon meeting eligibility: holiday pay, vacation pay and 401K Retirement Plan.

Responsibilities can include but are not limited to the following:

• Continue to perform all duties of a Commercial Assistant at an above average level while assisting Client Executive in analyzing coverages and claims data for new and renewal business.
• Proactively prepare renewal specifications and rough draft proposals.
• Assist with and/or manage the marketing of renewal business as directed by Client Executive.
• Prepare experience modification projections using Intellicomp or other available software.
• Review accuracy of experience modification calculations published by state rating agencies/bureaus.
• Timely review policy checking notes from policy checkers and make corrections to the policy as necessary.
• Review issues with Client Executive as necessary.
• As needed, check policies on your own as needed if time allows or a rush situation.
• Manage the timely delivery of the policies to the client either via email, in person or via online portal.
• Assist Client Executives in completion of Stewardship Reports.
• Review loss run and claim status reports.
• Prepare Loss Summaries and Large Loss Reports.
• Periodic visits to clients with Client Executive, including active participation in new business and renewal preparation and presentation.
• Assist with collections of Accounts Receivables.
• Participate in E&O Audits.
• Establish and consistently maintain effective and positive working relationships with Associates and clients.

Requirements:

• Minimum of three 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.
• Sagitta or EPIC experience a plus.
• 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.
• Legal residents of California only.
• Visa Sponsorship not available.
• W2 only.