Commercial Lines CSR (Surety Exp. A Big Plus)

  • San Diego, CA
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A bit about us:

We are a fast-growing insurance broker that prides itself on knowledge, customer experience, and investing in our employee's growth.

Why join us?


401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Parental leave
Tuition reimbursement
Vision insurance

Job Details

Fast-growing independent insurance agency is seeking a Commercial Lines CSR to assist the client service team in servicing and retaining of commercial accounts. They work to ensure that client retention goals are met by responding promptly to requests per service standard timelines.


Responsible for account servicing needs during the policy year including but not limited to: Binders, certificates, evidence of property, auto ID cards, motor vehicle records, endorsements, invoicing, audits, claims, cancellations, policy checks, etc.
Assist Client Managers with insurance reviews:
Compare the insurance requirements to the coverages on the existing program.
Obtain quotes on coverages needed to comply with contract insurance requirements.
Assist Client Managers in the renewal and new business processes:
Order loss runs from insurance carriers.
Prepare and/or update renewal surveys and proposals.
Send applications to the clients.
Request or process binders, auto ID cards, invoices, finance agreements, etc.
Responsible for integrity of policy data on Agency Management Systems.


Bachelor’s Degree (Preferred)
1+ Year Client Administration Experience (Preferred)
Current California Insurance License (Preferred)
Proficiency of PC Applications (MS Office and EPIC)
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