Insurance CSR

Who We Are and What We Do:

• A San Francisco insurance brokerage started in 2003 by a veteran insurance entrepreneur. We expect to open a New York office in the next few years.
• We are rapidly expanding and serve customers throughout the US and beyond.
• We are small and growing fast; we are skilled at building niches and have little competition for what we do. We provide the highest level of service in the business.
• We are flexible, and can adapt very quickly to the changing customer demands.

Who You Are:

• An ambitious, hard-working, motivated insurance professional with a high level of integrity.
• Your attention to detail is outstanding and you want autonomy in your work.
• You love working with customers, yet you know how to handle insurance company underwriters.
• YOU HAVE TWO YEARS MINIMUM PROPERTY & CASUALTY INSURANCE EXPERIENCE.
• You have excellent oral and written skills and instill a positive outlook in all relationships and activities.
• You are up to speed on technology: office, database, and agency management systems (e.g. AMS Prime, Applied, and PS4).
• You have the ability to quickly learn markets, systems, and new fields. You have a mind naturally curious, an interest in insurance education, and have a property and casualty license in California or the willingness to obtain one.
• You have strong organizational skills and the ability and desire to grow.
• BA/BS in Accounting, Insurance, or related field preferred.

What You Will Do:

• Market new and renewal business including the gathering of loss runs and other submission documents, scanning and distribution of information to underwriters, and follow up for quotes.
• Daily client services including coverage inquiries, issuing certificates, and claims.
• Maintenance of agency management data including client, policy, and application information.
• Follow up for requirements of binding, policy and endorsement issuance, checking for accuracy and delivery of documents to clients.
• Preparation of proposals, summaries, invoices, premium finance agreements, etc.

Why Us:

• This is a great opportunity for you to grow your career and broaden your experience. We provide an entrepreneurial setting for you to soar. In return, you are expected to quickly make a significant impact and to perform at the highest standards of quality and timeliness.
• This is a full time position with benefits. We offer a competitive compensation package.
• We provide a great work environment in The Presidio of San Francisco, minutes from the Golden Gate Bridge.

How to Apply:

• Please note that applicants are subject to background checks, alcohol and drug testing.
• Write a thoughtful email. Take the time to research what we do.
• PASTE your resume text in the body of your email. Applications with attachments will be deleted. Send your resume via email to us at: info@dulerUSA.com

Thank you.