Top 526159 Client service support 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
Revenue Cycle Client Manager, Network Operations-FQHC, 5+ Years of experience
Orchard Medical Management —Manchester, NH
- Full-time
- CPR Certification
- 5 years
- BLS Certification
- Health savings account
- Health insurance
Quick Apply
Insurance Agent - Lebanon, OR
COUNTRY Financial —Lebanon, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Team-Based Financial Advisor - Apex Financial Group (Manitowoc)
Thrivent —Manitowoc, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)
Thrivent —Fond du Lac, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Commercial Lines Account Manager
Insurance Associates, Inc —Norfolk, NE
- $50,134 - $65,524 a year
- Email
- Sales
- Customer service
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor - Chattanooga, TN
Tristate Financial Advisors —Chattanooga, TN
- $70,000 - $100,000 a year
- Full-time
- Office
- In-person
- Business
- Health insurance
- Opportunities for advancement
Quick Apply
Financial Advisor - Melbourne, FL
Florida Financial Advisors —Palm Bay, FL
- From $100,000 a year
- Full-time
- Office
- Financial services
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Licensed Medicare Agent
OB 1 Insurance Agency —Albany, NY
- $1,000 - $125,000 a year
- Part-time
- HIPAA
- In-person
- Communication skills
- Work from home
- Opportunities for advancement
Quick Apply
Insurance Service Specialist - Owatonna, MN
Federated Mutual Insurance Company —Owatonna, MN
- $25.20 - $34.20 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- 401(k)
Commercial Lines Account Executive - Service Professional
Hometown Insurance Agency of Long Island, Inc. —Bohemia, NY
- $65,000 - $105,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Licensed Insurance Agent
Itasca Region Insurance Agency INC —Park Rapids, MN
- $18 - $24 an hour
- Full-time
- Microsoft Outlook
- HIPAA
- In-person
- Health insurance
- Tuition reimbursement
Quick Apply
5d
Personal Lines Insurance Account Manager / CSR
Appletree Insurance —Windham, NH
- $48,000 - $60,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Paid time off
Quick Apply
Senior Account Associate - Commercial Insurance
Insurance Office of America, Inc. —Pleasanton, CA
- $45,000 - $60,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Research
- Paid holidays
- Health insurance
Quick Apply
Registered Client Service Associate
Raymond James Financial, Inc. —Manassas, VA
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
EDI Integration Specialist
Advanced Rehab Management Services —Grand Blanc, MI
- $65,000 - $70,000 a year
- Full-time
- Background check
- Salesforce
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Industrial Solutions Engineer (Client Success Specialist)
Environmental Intellect —South Houston, TX
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Pass drug screening
- Mid-level
- Travel reimbursement
- Health insurance
Client Onboarding Specialist
Harrison Financial Services —Omaha, NE
- $53,550 - $72,250 a year
- Full-time
- Mid-level
- Office
- US work authorization
Quick Apply
Financial Advisor - Pittsburgh, PA
Florida Financial Advisors —Pittsburgh, PA
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Client Services Associate / Paraplanner
Aspire Wealth Partners —Tucson, AZ
- $50,000 - $70,000 a year
- Full-time
- Background check
- Office
- Microsoft Office
- Profit sharing
- Health savings account
Quick Apply

I want to receive the latest job alert for client service support

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client service support jobs near

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

client service support jobs

Insurance Senior Client Service Representative - Property & Casualty

Revenue Cycle Client Manager, Network Operations-FQHC, 5+ Years of experience

Insurance Agent - Lebanon, OR

Team-Based Financial Advisor - Apex Financial Group (Manitowoc)

Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)

Commercial Lines Account Manager

Financial Advisor - Chattanooga, TN

Financial Advisor - Melbourne, FL

Licensed Medicare Agent

Insurance Service Specialist - Owatonna, MN

Commercial Lines Account Executive - Service Professional

Licensed Insurance Agent

Personal Lines Insurance Account Manager / CSR

Senior Account Associate - Commercial Insurance

Registered Client Service Associate

EDI Integration Specialist

Industrial Solutions Engineer (Client Success Specialist)

Client Onboarding Specialist

Financial Advisor - Pittsburgh, PA

Client Services Associate / Paraplanner

I want to receive the latest job alert for client service support

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected