Personal Lines CSR

Personal Lines Customer Service Rep needed for a small family owned Insurance Agency located in the City of Orange, CA.HOURSFull-Time Hours, Mon-Fri, 8:30 am - 5:00 pm (7.5 hour work days)DURATIONDirect HireWORKPLACEIn office only. PAY$55k, with Bonus potential.BENEFITSThis 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.

Created: 2025-01-14