Insurance Agency ; PL and CL

Schaub Insurance Agency, Inc. is a woman-owned independent insurance agency. We have over two decades of industry experience working with business owners, individuals, and families. We will always put the customer first, and work to keep insurance simplified.

We were recently awarded North County’s “Best Insurance Company” for 2024 and 2025, and due to our continued growth and success, we are currently seeking 1-2 part-time (20-30 hours/week; FT is not a deal breaker) remote CSRs/account managers in both our personal lines unit and commercial lines unit (we segregate the divisions). In this role, each candidate will be responsible for providing customer service and supporting the agency by servicing existing accounts.

Responsibilities

· Process service requests

· Review quotes, policies, and endorsements for accuracy

· Support new business requests, as needed

· Assist with cross-selling opportunities

· General clerical duties, and administrative tasks, as needed

Preferred Skills and Qualifications

· Enthusiastic about the role insurance plays in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams

· Self-motivated, detail oriented, and efficient

· Work independently and resourceful

· Must be able to work in a fast paced environment and be able to multi-task

· Strong customer service mindset and background

· Excellent written communication skills

· 2-4 years insurance industry work experience

· Ability to work within a team, and have an effectiverelationship with clients and carriers

· Must be proficient in Microsoft Office products

· Knowledge of QQ Catalyst, a plus

· Valid property-casualty insurance license and current on continuing education

NOTE:

you must return a valid California insurance license (either property-casualty or personal lines only) with your application or you will be immediately rejected

· Hourly pay plus bonuses and benefits~!!