Customer Service Assistant

We are seeking a customer service assistant for our Folsom branch. The CSA Assistant supports the Customer Service team by processing policy changes, completing administrative tasks, and ensuring accurate and timely servicing of client accounts throughout the policy year. This role works closely with Customer Service Agents (CSAs) in an internal, back‑office capacity, helping manage updates to insurance policies, documentation, and client communications.

Hourly rate: $21-$23

Schedule:

Monday-Friday - 8AM-5PM

• Assist Customer Service Agents with processing policy changes, including adding or removing drivers, equipment, vehicles, and coverages.
• Prepare, process, and complete binds for both new and renewal business.
• Issue Certificates of Insurance (COIs) accurately and within required timelines.
• Send approval or denial letters for drivers and maintain related documentation.
• Review client requests and ensure all changes follow company, underwriting, and carrier guidelines.
• Maintain organized records of policy updates, endorsements, and client servicing actions.
• Communicate with internal teams to ensure accurate and timely processing of policy-related tasks.
• Provide year‑round support for account servicing activities, helping ensure high-quality customer service and operational efficiency.

• Proven experience in an administrative, office assistant, or clerical role.
• Strong organizational and time-management skills.
• Excellent written and verbal communication abilities.
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint) and general office technology.
• Ability to multitask and prioritize in a fast-paced environment.
• High level of professionalism, reliability, and discretion.
• Adaptability to learn processes and systems quickly.
• Standard office setting with regular use of computers and office equipment.
• Occasional need to lift file boxes or supplies (up to 20 lbs).

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.