Commercial Lines CSR (Experienced) (Bilingual - English/Spanish)

Overview
We are a growing insurance agency specializing in commercial contractors insurance and are seeking an experienced bilingual (English/Spanish) Commercial Lines CSR to join our team.

This role is ideal for someone who is highly organized, detail-oriented, and experienced in handling certificates of insurance (COIs), endorsements, and day-to-day commercial policy servicing.

Responsibilities
• Process Certificates of Insurance (COIs), endorsements, and policy changes
• Handle client communication via phone and email (English & Spanish)
• Assist clients with claims reporting and follow-up
• Manage cancellation and reinstatement notices
• Support producers with administrative tasks and account servicing
• Assist with audits and policy updates
• Maintain accurate documentation in agency management systems

Experience
• Active Property & Casualty (P&C) License (or ability to obtain within 90 days)
• Bilingual (English/Spanish) – required
• Minimum 3+ years of insurance agency experience
• Experience in commercial lines insurance (contractors experience preferred)
• Strong experience issuing Certificates of Insurance (COIs) and processing endorsements
• Familiarity with agency management systems (Applied Epic, AMS360, QQCatalyst, etc.)
• Strong customer service and communication skills
• High attention to detail and organization

Compenstation & Benefits
• $60,000 – $70,000 depending on experience (flexible for the right candidate)
• Fully remote (California-based candidates only)
• Medical insurance (after 90 days)
• Retirement benefits
• Paid Time Off (PTO)
• Monday–Friday schedule
• Ongoing training and career development
• Supportive, team-oriented work environment

Pay: $60,000.00 - $70,000.00 per year

Benefits:
• Work from home

Work Location: Remote