Commercial Lines CSR ( Remote )
- Petra Risk Solutions
- Orange, California | Remote
- 8 days ago
- Remote Full Time
Job Summary
Job Description
About the role
We're a well-established commercial insurance brokerage looking for a detail-oriented, client-focused professional to join our service team. In this role, you'll be the operational backbone of client account management — keeping policies current, communication flowing, and files in order.
We invest in our people. You'll grow through a blend of on-the-job experience and structured educational programs, with a clear path to expand your expertise in commercial insurance.
What you'll do
- Manage policy documents, endorsements, cancellations, audits, and invoices
- Prepare written correspondence and process MVRs and ID cards
- Update and maintain client account information with accuracy
- Track follow-up items using a diary/activity system
- Organize and maintain electronic files and records
- Communicate proactively with team members and service partners
- Contribute to team projects and take on additional duties as needed
What you bring
- Valid state-issued Property & Casualty Insurance license(required)
- Strong organizational skills and ability to manage competing priorities accurately and on time
- Clear written and verbal communication skills in English
- Comfort with basic accounting concepts — fractions, pro-rata, percentages, and decimals
- Proficiency with Windows, Microsoft Office (Word, Excel, Outlook), and Applied Epic program
- Typing speed of 45–50 wpm
- Professional, collaborative approach with coworkers, carriers, and vendors
- A dependable work ethic and career-focused mindset
What we provide:
- Hourly Pay Range: $32.00-$37.00
- 401(k)
- Health Insurance (100% premium paid option for employee)
- Dental insurance
- Life Insurance
- Vision Insurance
- Additional Supplemental insurance policies available
- Flexible Spending Accounts (FSA)
- Flexible schedule options
- Paid time off
- Professional development assistance
- Continuing insurance education and insurance license renewal expense reimbursement
We are an Equal Opportunity Employer. To apply, please submit your resume for consideration.
Please note the actual hourly pay rate offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job.
Job Summary
Benefit Insights
Petra Risk Solutions
Job ID: 522511092
Originally Posted on: 5/26/2026