Personal Lines CSR Available

ID: 97042
Rate
$65,000
Categories
Personal Lines
This candidate has active CA P/C licenses, is fluent in Spanish and has experience using AMS 360. They are outgoing, a team leader, have great job stability, and enjoy working in the insurance industry. They currently work for an Independent agency as a Personal Lines CSR, managing accounts from start to finish while working with carriers such as Mercury, Safeco, and wholesale brokers. They handle upselling, cross-selling, new business, and renewals. In addition, they oversees two employees in this role. Previously, they worked for a direct writer where they performed administrative tasks such as answering phones, greeting customers, scheduling meetings and appointments, following up on cancellations and renewals, and handling general clerical work for the office. They are open to Hybrid or in-office roles and looking for a direct hire at $65k per year.

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