Commercial Insurance Assistant (Costa Mesa)

A well-established Insurance Agency in California is seeking a Commercial Lines CSR / Assistant Account Manager. Candidates must reside in or near one of the following locations: Roseville, Walnut Creek, San Jose, Bakersfield, Costa Mesa, or San Diego.

• HOURS:

Monday – Friday, 8 am – 4 pm •

DURATION:

Temp to Hire •

WORKPLACE:

Hybrid – 3 days remote and 2 days in office •

PAY:

$25.00 to $35.00 an hour depending on experience •

BENEFITS:

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

Job Duties will include, but are not limited to: • Processing commercial certificates daily; assisting the Construction team. • Administrative / Assistant duties as needed; data entry, follow up, review, etc. • Assist clients with their day to day needs, such as billing inquiries, policy review, and change requests • Process certificate requests as needed • Process policy changes • Complete Acord applications and submit to underwriters for new business quotes for existing clients • Compare Acord applications and policies at renewal and submit to carriers for remarketing • Provide insured with renewal quotes and bind coverage as needed under the direction of the account executive. • Review policy forms to confirm that insured has necessary coverages for their operation • Review policies and advise insured if they can benefit from obtaining additional lines of coverage • Other job duties as needed and requested by the Account Manager and/or Producer

Requirements: • The qualified candidate must have recent experience processing Certificates of Insurance, minimum 1 – 2 years’ experience working in an independent agency environment. • Must have basic understanding of insurance requirements in a contract and what’s requested to generate certificate. • Must be able to issues Certificates within 24 hours. • Applied EPIC experience preferred • Proficient with CSR24 Certificate System • Have good verbal and written communication skills. • Strong attention to detail. A team player.