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This Jobot Job is hosted by: Dana Stark
Are you a fit? Easy Apply now by clicking the "Apply On Company Site" button and sending us your resume.
Salary: $65,000 - $70,000 per year
A bit about us:
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As an Independent Insurance Agency, we have the customer in mind. We believe that everyone should have the coverage they deserve to protect their lifestyle.
Why join us?
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Stable insurance broker that is beyond busy! Looking for another valuable person for our team! Willing to train into a commercial lines role if you have any insurance experience!
Job Details
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**In-Office Role***
Independent insurance agency is seeking a Commercial Lines CSR to assist the client service team in servicing and retaining of commercial accounts. They work to ensure that client retention goals are met by responding promptly to requests per service standard timelines.
Duties
Responsible for account servicing needs during the policy year including but not limited to: Binders, certificates, evidence of property, auto ID cards, motor vehicle records, endorsements, invoicing, audits, claims, cancellations, policy checks, etc.
Cross-selling
Assist with insurance reviews:
Compare the insurance requirements to the coverages on the existing program.
Obtain quotes on coverages needed to comply with contract insurance requirements.
Assist in the renewal and new business processes:
Order loss runs from insurance carriers.
Prepare and/or update renewal surveys and proposals.
Send applications to the clients.
Request or process binders, auto ID cards, invoices, finance agreements, etc.
Responsible for integrity of policy data on Agency Management Systems.
Qualifications
1 Year Client Administration Experience (Preferred)
Current LA Insurance License
Interested in hearing more? Easy Apply now by clicking the "Apply On Company Site" button. #indtier1
Full Time
$32k-40k (estimate)
05/04/2023
05/23/2024
jobot.com
IRVINE, CA
200 - 500
2014
Private
TIM MURPHY
$50M - $200M
Jobot is a California-based recruiting and staffing firm that provides experienced recruiters for businesses.
The job skills required for Commercial Lines CSR include CSR, Integrity, etc. Having related job skills and expertise will give you an advantage when applying to be a Commercial Lines CSR. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Commercial Lines CSR. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Commercial Lines CSR positions, which can be used as a reference in future career path planning. As a Commercial Lines CSR, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Commercial Lines CSR. You can explore the career advancement for a Commercial Lines CSR below and select your interested title to get hiring information.