This candidate is a licensed CA insurance professional who offers great job stability and fluent in Spanish.
In their current role they focus on commercial policies assisting one account executive and one producer. The book of business consists of mid-sized accounts, primarily focusing on habitational and lessor's risk policies. They handle certificates, endorsements, preparing proposals, and binders, and uses EPIC and CSR24.
Their previous role was in insurance as part of a team responsible for reviewing all outstanding commission balances, handling collections, and addressing any discrepancies and also served as a backup for accounts payable and accounts receivable, assisted the CFO with tasks, and reviewed invoices.
Looking for direct hire, remote or Hybrid roles paying $65,000 - $70,000.