Top 77621 Insurance Account Representative Jobs

Insurance Senior Client Service Representative - Property & Casualty
CMR Risk & Insurance Services, Inc. —San Diego, CA
- $71,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Thrivent —Seattle, WA
- $100,000 - $140,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- 3 years
- Retirement plan
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Sales Coordinator for Paving Machines
GOMACO Corporation —Ida Grove, IA
- Full-time
- Background check
- Word processing
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Account Representative – Public Sector Solutions
Vanguard Direct —New York, NY
- $100,000 - $150,000 a year
- Full-time
- Bachelor of Science
- 8 years
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
B2B Outside Sales Representative-Healthcare
Health Monitor Network —Sacramento, CA
- $65,000 - $85,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Up to 50% travel
- Travel reimbursement
- Mileage reimbursement
Quick Apply
Door-to-Door Sales Representative
RCH —Marshalltown, IA
- From $1,000 a week
- Full-time
- Ability to walk for extended periods
- Pass drug screening
- Residential
- Paid training
- Health insurance
Quick Apply
Technical Sales Representative
Markin Tubing, LP —Wyoming, NY
- $62,000 - $82,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Bilingual Collection Representative
US Automotive Protection Services —Wentzville, MO
- $50,000 - $80,000 a year
- Full-time
- Bilingual
- Spanish
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Licensed Life and Health Call Center Representative
Liberty Bridge Solutions Inc —Greenville, SC
- $15 - $17 an hour
- Part-time
- Background check
- In-person
- Entry level
- Health savings account
- Life insurance
Quick Apply
Strategic Account Manager - PBM
EHIM —Southfield, MI
- Extended hours
- Microsoft Outlook
- Public speaking
- Mid-level
- Wellness program
- Paid holidays
Quick Apply
Inside Sales Representative
Educational Vistas, Inc. —Schenectady, NY
- $50,000 - $60,000 a year
- Full-time
- Hybrid work
- Background check
- Google Workspace
- Marketing
- Paid holidays
- Health insurance
Quick Apply
Affluent Personal Lines Account Executive (Palm Beach Gardens, FL) - HNW Experience Required
NFP Corp —Palm Beach Gardens, FL
- $65,000 - $110,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor of Science
- Writing skills
- Paid holidays
- Disability insurance
Quick Apply
B2B Outside Sales Representative
The Lilly Company —Panama City, FL
- Full-time
- Background check
- Mid-level
- Contracts
- Travel reimbursement
- Health insurance
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Inside Sales Representative | Building Materials
Hardwoods Specialty Products —Rogers, MN
- $24 - $28 an hour
- Full-time
- Inventory management
- Office
- Residential
- Disability insurance
- Health insurance
Quick Apply
Customer Service Representative - Spanish bilingual
Wolfe, LLC —Pittsburgh, PA
- $20 - $24 an hour
- Full-time
- Background check
- Spanish
- English
- Profit sharing
- Health savings account
Auto Claims Specialist I
Northern Neck Insurance Company —Irvington, VA
- $46,100 - $60,100 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Continuing education credits
- Health savings account
Quick Apply
12d
Business Development Representative - Commercial Roofing
Apply Rite —Deer Park, OH
- $50,000 - $55,000 a year
- Full-time
- Background check
- Mid-level
- Business development experience
- Health insurance
- Paid time off
Quick Apply
Inside Sales Representative - B2B
The Kingswood Company —Columbus, OH
- $70,000 - $100,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- AD&D insurance
- Paid holidays
Quick Apply
Bilingual Sales - 4 day work week - 5 days off every 3 weeks! Top Performers Only
Grace Auto Sales and Service —Henrico, VA
- $3,800 - $7,600 a month
- Full-time
- Background check
- Spanish
- Dealership
- Health savings account
- Health insurance
Quick Apply
Commercial Business Insurance Agent
The Hess Agency —Manheim, PA
- Full-time
- High school
- Mid-level
- Office
- Profit sharing
- AD&D insurance
Quick Apply

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Insurance Senior Client Service Representative - Property & Casualty

CMR Risk & Insurance Services, Inc. -
San Diego, CA

Quick Apply

Job Details

Full-time
$71,000 - $90,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Work from home
Parental leave
Vision insurance
Flexible schedule

Qualifications

Customer communication
Microsoft Excel
Experience at insurance agencies
Computer literacy
Employee relationship building
Property & Casualty License
High school diploma or GED
Customer relationship management
Account management experience

Full Job Description

The role at a glance:

As a member of the P&C team, the Senior Client Service Representative is focused on delivering comprehensive support and solutions for assigned clients. This role supports the Account Managers by addressing client inquiries and resolving insurance issues of various complexity. As a Sr. CSR, you will develop expertise in insurance policies, coverage, and risk management, enabling you to protect and advocate for clients effectively. Additionally, this role offers opportunities to mentor junior staff, build strong client relationships, and aid with policy management and retention for complex accounts to ensure smooth team operations.

What you can expect to do:

Handle medium to complex policy changes, including processing premium-bearing endorsements, delivery, and follow-ups.
Issue and manage COIs for assigned clients and review junior staff COIs for accuracy.
Run and review accounts receivable reports for assigned clients.
Manage client billing inquiries, including direct and agency billing, and handle check requests and complex journal entries.
Correct AMS360 billing errors and ensure accurate and timely updates in AMS360.
Coordinate policy reviews, renewals, and processing, including auto-renewal policies and updates in systems.
Prepare and submit bind requests to carriers, manage binder extensions, and track submissions.
Conduct marketing activities from start to finish for small accounts, including requesting updated exposures, preparing marketing summary sheets, and running exposure check-ins.
Create proposals, handle online rating, and calculate rates for various coverages, including Workers’ Compensation.
Leverage insurance knowledge and communication skills to answer client inquiries regarding their insurance policies and resolve issues by coordinating with carriers.
Guide and mentor junior staff and new hires on team, helping them acclimate to their roles.
Assist other team members in balancing workloads when needed and providing backup for other team members during their absence.

What Success Looks Like:

By 90 days, you are comfortable with our platforms, taking initiative, and asking questions.
You consistently meet KPIs, such as issuing 90% of COIs for review within 6-24 working hours, completing 90% of pre-marketing tasks by their due date, and ensuring 100% of binders are extended before expiration.
By 12 months, you’ll manage monoline renewals and billing processes independently, run and take proactive actions on reports, and maintain 100% accuracy in AMS360.
You communicate proactively about any challenges in meeting deadlines, fostering accountability and transparency.
Provide effective support and backup to other team members when needed, ensuring minimal disruption to team operations.
Able to think deeper about the work you are doing and provide recommendations on the next steps and mentor junior staff as you grow in your role.
Please reference the “What Does Success Look Like – Sr. CSR” document for a full list.

What sets you apart:

Bachelor’s degree with 3-5 years of experience in a Commercial Lines service role or a high school diploma/GED with 5+ years in a Commercial Lines service role.
Current Property and Casualty License. AINS designation a plus.
Familiarity with Microsoft Suite (Word, Excel, PowerPoint, Outlook, Teams).
Familiarity with AMS360 or similar Agency Management System.
Experience with Asana and Worldox is a plus.

Skills:

Excellent verbal and written communication skills with a customer-focused approach.
Strong accuracy in handling documents, data entry, and following procedures.
Ability to prioritize tasks effectively and manage multiple responsibilities simultaneously
Ability to solve problems and think independently.
Flexible in adjusting to changes within the industry and workplace processes.
Consistent punctuality and dependability in completing assigned duties.
Positive and approachable personality that fosters good working relationships with peers, clients, and carriers.
Commercial insurance knowledge and experience managing client relationships.

Work Environment:

This position operates in a typical office environment, which includes cubicles and open workspaces. The noise level is generally low to moderate. Employees are expected to work on computers and communicate in person or via phone and email.

Physical Demands

While performing the duties of this job, the employee may be regularly required to sit, stand, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone, and keyboard. Specific vision abilities required by the job include close vision (working on a computer) and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Pay: $71,000.00 - $90,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible schedule
Health insurance
Paid time off
Parental leave
Vision insurance
Work from home

Experience:

Commercial Lines Insurance: 3 years (Required)

License/Certification:

Property & Casualty License (Required)

Work Location: Hybrid remote in San Diego, CA 92101

Quick Apply

Refine Your Search

Insurance Account Representative jobs

Insurance Senior Client Service Representative - Property & Casualty

Associate Financial Advisor - Afton Union Financial Group - Seattle, WA

Sales Coordinator for Paving Machines

Account Representative – Public Sector Solutions

B2B Outside Sales Representative-Healthcare

Door-to-Door Sales Representative

Technical Sales Representative

Bilingual Collection Representative

Licensed Life and Health Call Center Representative

Strategic Account Manager - PBM

Inside Sales Representative

Affluent Personal Lines Account Executive (Palm Beach Gardens, FL) - HNW Experience Required

B2B Outside Sales Representative

Inside Sales Representative | Building Materials

Customer Service Representative - Spanish bilingual

Auto Claims Specialist I

Business Development Representative - Commercial Roofing

Inside Sales Representative - B2B

Bilingual Sales - 4 day work week - 5 days off every 3 weeks! Top Performers Only

Commercial Business Insurance Agent

I want to receive the latest job alert for Insurance Account Representative

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