Top 4973 Accounts receivable 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
Finance Director
Town of Dundee —Dundee, FL
- $85,000 - $110,000 a year
- Weekends as needed
- 7 years
- CPA
- Office
- Health insurance
- Dental insurance
Quick Apply
Director of Patient Financial Services
Steele Memorial Medical Center —Salmon, ID
- Full-time
- Hospital
- Office
- 3 years
11d
Accounts Receivable Specialist (Corporate) – Gaffney, SC
HAMRICK'S INC —Gaffney, SC
- 8 hour shift
- Oracle
- Mid-level
- Office
- Health savings account
- Paid holidays
Accounts Payable/Receivable & Warranty Specialist
Rhinelander Auto Group —Rhinelander, WI
- $18 - $22 an hour
- Full-time
- Background check
- Clean driving record
- Dealership
- Paid holidays
- Vision insurance
Quick Apply
Medicare Accounts Receivable Billing Representative
Total Orthopedics & Sports Medicine —Syosset, NY
- $25 - $28 an hour
- Full-time
- Mid-level
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
4d
Assistant Finance Director
City of Burnet —Burnet, TX
- $100,000 - $120,000 a year
- Full-time
- CPA
- Computer literacy
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
IT Managed Services Bookkeeper and Inside Sales Representative (3 years exp required)
Corporate Network Solutions —Phoenix, AZ
- $48,000 - $60,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Outlook
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Outside Sales Representative - Building Materials
Hardwoods Specialty Products —Wilsonville, OR
- $90,000 - $100,000 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Word
- Background check
- Travel reimbursement
- Fuel card
Quick Apply
Accounts Receivable/Collections Specialist
Palm Beach Orthopaedic Institute PA —Palm Beach Gardens, FL
- 8 hour shift
- Google Workspace
- Anatomy knowledge
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Optometry Practice Manager
Midwest Eye Consultants —Angola, IN
- From $40,000 a year
- Weekends as needed
- HIPAA
- Mid-level
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Credit & Accounts Receivable Support Specialist
Confidential —Mantua, OH
- $18 - $19 an hour
- Full-time
- Research
- Office
- Administrative experience
- Profit sharing
- Health insurance
Quick Apply
Credit Analyst
BAC Community Bank —Stockton, CA
- $47,000 - $60,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- English
- Health insurance
- Dental insurance
Quick Apply
Sr. Community Manager - LIHTC & Conventional- Scattered Sites
Quality Management Group Inc —Ontario, CA
- $33 - $35 an hour
- Weekends as needed
- Microsoft Outlook
- Inventory management
- Word processing
Quick Apply
Medical Accounts Receivable Representative
Hawthorn Physician Services Corporation —St. Louis, MO
- From $18 an hour
- Full-time
- Hybrid work
- Background check
- Basic math
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Credit and Collections Manager
Minerals Technologies —Bethlehem, PA
- Overtime
- Microsoft Word
- Microsoft Excel
- Oracle
- Disability insurance
- Health insurance
Part Time Public Housing Manager-Mart
Waco Housing Authority & Affiliates —Waco, TX
- $21.50 an hour
- Part-time
- Background check
- Management
- 5 years
- Tuition reimbursement
- Paid time off
Quick Apply
Landscaping Construction/Enhancement Sales Rep
Riverview Landscapes —Berlin, NJ
- $80,000 - $95,000 a year
- Weekends as needed
- Customer service
- 5 years
- Office
- Paid holidays
- Health insurance
Quick Apply
Floating Business Office Manger
University Park Healthcare Center —Los Angeles, CA
- $85,000 - $90,000 a year
- Full-time
- Microsoft Excel
- HIPAA
- English
- Health insurance
- Dental insurance
Quick Apply
Outside Sales Account Manager
Terminal Supply Co —Eagan, MN
- $65,000 - $75,000 a year
- Full-time
- Mid-level
- Profit sharing
- Wellness program
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

accounts receivable representative jobs

Insurance Senior Client Service Representative - Property & Casualty

Finance Director

Director of Patient Financial Services

Accounts Receivable Specialist (Corporate) – Gaffney, SC

Accounts Payable/Receivable & Warranty Specialist

Medicare Accounts Receivable Billing Representative

Assistant Finance Director

IT Managed Services Bookkeeper and Inside Sales Representative (3 years exp required)

Outside Sales Representative - Building Materials

Accounts Receivable/Collections Specialist

Optometry Practice Manager

Credit & Accounts Receivable Support Specialist

Credit Analyst

Sr. Community Manager - LIHTC & Conventional- Scattered Sites

Medical Accounts Receivable Representative

Credit and Collections Manager

Part Time Public Housing Manager-Mart

Landscaping Construction/Enhancement Sales Rep

Floating Business Office Manger

Outside Sales Account Manager

I want to receive the latest job alert for accounts receivable representative

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