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Commercial Lines Insurance Assistant - Hybrid Remote!

Remote: 
Full Remote
Contract: 
Salary: 
55 - 65K yearly
Experience: 
Mid-level (2-5 years)
Work from: 
Arizona (USA), California (USA), Colorado (USA)

Offer summary

Qualifications:

5+ years Sr. Commercial Assistant experience, Active CA Property/Casualty license, Experience with EPIC, MS Office.

Key responsabilities:

  • Issue certificates and endorsements
  • Process audits and cancellations
  • Assist Account Managers/Producers
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SDI Staffing https://www.sdistaffing.com
51 - 200 Employees
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Job description

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Job Description

Sr. Commercial Lines Insurance Assistant needed for an Insurance Agency located near La Mesa, CA. Hybrid Remote!

HOURS: 08:00 am – 04:30 pm (37.25 hour work week)

DURATION: Direct Hire

WORKPLACE: Hybrid or Remote. Must reside in California.

  • If the candidate lives in or near the office, a hybrid schedule is preferred.
  • If the candidate does not live within a reasonable distance of the office, remote work will be offered. Must reside in CA.

PAY: Depending on experience, $55k - $65k

BENEFITS: This client offers a full comprehensive benefits package

Job Duties will include but are not limited to:

  • Issuing One Off Certificates
  • Issuing Renewal Certificates
  • Issuing Auto ID cards
  • Requesting/Processing endorsements
  • Processing Direct billed audits
  • Cancellations
  • Sending out pre-renewal letters to Insured’s.
  • Assisting Account Managers/Producers with miscellaneous requests.

Requirements:

  • Minimum five years’ experience recently working as a Sr. Commercial Assistant, working within an independent agency environment.
  • The qualified candidate must hold an active CA Property/Casualty license.
  • Experience working with EPIC a must.
  • Proficient with Microsoft Excel, Word, and Outlook.
  • Clear written and communication skills. Must be comfortable speaking on the phone.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
Check out the description to know which languages are mandatory.

Soft Skills

  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Word

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