Top 968 advocate Jobs in encinitas ca

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
Physical Therapist
La Jolla Post-Acute —La Jolla, CA
- $58 - $65 an hour
- Per diem
- CPR Certification
- Customer service
- BLS Certification
Occupational Therapist
Valley Vista Post Acute —Escondido, CA
- Per diem
- CPR Certification
- Customer service
- BLS Certification
Quick Apply
3d
Admissions RN
VITAS Healthcare —San Diego, CA
- $50 - $55 an hour
- Full-time
- RN License
- Mid-level
- Home health
- Disability insurance
- Health insurance
Quick Apply
Speech Therapist
UNIVERSITY CARE CENTER —San Diego, CA
- From $55 an hour
- Part-time
- CPR Certification
- Skilled nursing facility
- Current TB test
- Continuing education credits
- Flexible schedule
Quick Apply
Occupational Therapist
La Jolla Post-Acute —La Jolla, CA
- $52 - $56 an hour
- Full-time
- CPR Certification
- Customer service
- BLS Certification
Quick Apply
Speech Therapist
Valley Vista Post Acute —Escondido, CA
- Per diem
- CPR Certification
- Customer service
- BLS Certification
Quick Apply
3d
Remote Licensed Marriage & Family Therapist
Grow Therapy —California
- $60 - $98 an hour
- Part-time
- Remote
- LMFT
- Mid-level
- Telehealth
- Continuing education credits
- Professional development assistance
Physical Therapist (PT)
The Shores Post-Acute —San Diego, CA
- Full-time
- CPR Certification
- BLS Certification
- Physical & Rehabilitation Medicine
- Paid training
- AD&D insurance
Quick Apply
Physical Therapist
Valley Vista Post Acute —Escondido, CA
- Part-time
- CPR Certification
- Customer service
- BLS Certification
Quick Apply
3d
Remote Licensed Psychiatrist - MDs and DOs
Grow Therapy —California
- $107 - $241 an hour
- Part-time
- Remote
- Medicine
- Psychiatry
- Mid-level
- Flexible schedule
Locum Internal Medicine Physician
Frontera Search Partners —San Diego, CA
- $155 - $160 an hour
- Full-time
- Background check
- Medicine
- Internal Medicine
Quick Apply
3d
Personal Injury Attorney
Samo Law Group —San Diego, CA
- $125,000 - $145,000 a year
- Full-time
- Writing skills
- Mid-level
- Administrative experience
Quick Apply
IDD Program Supervisor
OneWell Health Care —San Diego, CA
- $26 - $28 an hour
- Full-time
- 18 years or older
- Spanish
- CPR Certification
- Mileage reimbursement
- Health savings account
Quick Apply
Family Law Attorney
Orion Placement —San Diego, CA
- $104,000 - $225,000 a year
- Full-time
- Writing skills
- Mid-level
- 3 years
- Dental insurance
- Paid time off
Quick Apply
QIDP/Administrator
Independent Options, Inc. —Oceanside, CA
- $72,500 - $80,000 a year
- Full-time
- Current TB test
- Computer literacy
- Caregiving
- Mileage reimbursement
- Paid holidays
Quick Apply
Head Tax & Customs US
ASML —San Diego, CA
- $215,250 - $358,750 a year
- Full-time
- CPA
- Master's degree
- Organizational skills
- Paid holidays
- Dental insurance
Marriott San Diego City Collection Sales Executive
Marriott Vacations Worldwide —San Diego, CA
- $72,330 - $585,670 a year
- Weekends as needed
- Background check
- Computer literacy
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Case Manager Housing Specialist - Mental Health 629
Telecare Corporation —San Diego, CA
- $21.50 - $26.25 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
- Paid holidays
- Health insurance
Quick Apply
Licensed Clinical Social Worker, LMFT, PhD, PsyD - Psychiatric Health Facility
Exodus Recovery Inc. —Oceanside, CA
- $41 - $43 an hour
- Part-time
- LMFT
- CPR Certification
- Psychiatry
- Health insurance
- Dental 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
Insurance agencies
Computer literacy
Employee relationship building
Property & Casualty License
High school diploma or GED
Customer relationship management
Account management

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

advocate jobs in encinitas ca

Insurance Senior Client Service Representative - Property & Casualty

Physical Therapist

Occupational Therapist

Admissions RN

Speech Therapist

Occupational Therapist

Speech Therapist

Remote Licensed Marriage & Family Therapist

Physical Therapist (PT)

Physical Therapist

Remote Licensed Psychiatrist - MDs and DOs

Locum Internal Medicine Physician

Personal Injury Attorney

IDD Program Supervisor

Family Law Attorney

QIDP/Administrator

Head Tax & Customs US

Marriott San Diego City Collection Sales Executive

Case Manager Housing Specialist - Mental Health 629

Licensed Clinical Social Worker, LMFT, PhD, PsyD - Psychiatric Health Facility

I want to receive the latest job alert for advocate in encinitas ca

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