Top 564 customer service representative Jobs in point loma, 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
Financial Services Client Service & Operations Associate
Nautica Wealth Advisors —San Diego, CA
- $33.00 - $38.50 an hour
- Full-time
- Background check
- 5 years
- Bachelor of Science
- Paid holidays
- Dental insurance
Quick Apply
6d
Full Time Customer Service Representative
Farmers Insurance - Caraveo Agency —Coronado, CA
- $50,000 - $75,000 a year
- 8 hour shift
- Hybrid work
- Spanish
- 5 years
- Office
- Paid training
- Paid holidays
Quick Apply
1d
Client Services (Financial) & Client Relations Support
Pure Financial Advisors, LLC —San Diego, CA
- $50,000 - $55,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Health savings account
- AD&D insurance
Quick Apply
19h
Assistant Account Manager / Commercial Assistant - Insurance Industry
ALKEME Insurance —San Diego, CA
- $22 - $23 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
8d
Client Relationship Specialist - Rancho Bernardo, CA
Charles Schwab —San Diego, CA
- $54,900 - $85,800 a year
- Office
- Financial services
- 1 year
- Paid parental leave
- Employee stock purchase plan
2d
Bilingual Healthcare Call Center Representative (Spanish Speaking)
Pair Team —San Diego, CA
- $25 an hour
- Email
- Remote
- Background check
- Spanish
- HIPAA
- Dental insurance
- 401(k)
Quick Apply
Customer Service Associate
ZED Electric —San Diego, CA
- $28 an hour
- Full-time
- Google Workspace
- Residential
- Electrical experience
- Health insurance
- Dental insurance
Quick Apply
12d
Customer Service Associate I
Dollar Tree —San Diego, CA
- $17.81 - $18.00 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Customer Support I, Customs Compliance
Magaya Corporation —San Diego, CA
- $19 - $22 an hour
- Full-time
- Remote
- Computer literacy
- Research
- Bachelor's degree
- Paid holidays
- Disability insurance
Quick Apply
5d
Customer Service Representative
U-Haul —San Diego, CA
- $17.75 - $19.75 an hour
- Part-time
- Clean driving record
- Forklift
- High school diploma or GED
- Paid holidays
- Health insurance
Temporary Meter Reader (Customer Service Field Rep. I)
Otay Water District —San Diego, CA
- $29.88 - $37.36 an hour
- Part-time
- Clean driving record
- High school diploma or GED
- Driver's License
- Paid holidays
- Dental insurance
Customer Service Representative
Chevron Stations Inc. —San Diego, CA
- $18.25 - $19.25 an hour
- Part-time
- 18 years or older
- Ability to walk for extended periods
- Cooking
- Commuter assistance
- Tuition reimbursement
Customer Service Associate
Walgreens —San Diego, CA
- $17.75 - $20.00 an hour
- Part-time
- Maintenance
- English
- Cleaning
- Health insurance
- Dental insurance
7d
Customer Success Specialist
ALTO USA LLC —San Diego, CA
- $67,000 - $78,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Driver's License
- Mileage reimbursement
- Disability insurance
Quick Apply
8d
Associate Service Professional
LPL Financial —San Diego, CA
- $23.22 - $38.67 an hour
- Microsoft Word
- Mid-level
- Continuous improvement
- Health insurance
- Paid time off
7d
Customer Care Specialist
Veracyte —San Diego, CA
- $28 - $31 an hour
- Email
- Remote
- Bachelor of Science
- HIPAA
- Mid-level
Quick Apply
5d
Veterinary Client Service Representative - Part-Time
Eye Care for Animals San Diego —San Diego, CA
- $21 - $28 an hour
- Part-time
- Communication skills
- Entry level
Quick Apply
5d
Customer Support - Customer Support Associate
Veritext —San Diego, CA
- $20 - $24 an hour
- Full-time
- Hybrid work
- Research
- US work authorization
- Organizational skills
- Paid holidays
- Disability insurance
Quick Apply
Customer Service Agent
SIXT USA —San Diego, CA
- $21.25 an hour
- Full-time
- 18 years or older
- Clean driving record
- Computer literacy
- Paid holidays
- Health 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

customer service representative jobs in point loma, ca

Insurance Senior Client Service Representative - Property & Casualty

Financial Services Client Service & Operations Associate

Full Time Customer Service Representative

Client Services (Financial) & Client Relations Support

Assistant Account Manager / Commercial Assistant - Insurance Industry

Client Relationship Specialist - Rancho Bernardo, CA

Bilingual Healthcare Call Center Representative (Spanish Speaking)

Customer Service Associate

Customer Service Associate I

Customer Support I, Customs Compliance

Customer Service Representative

Temporary Meter Reader (Customer Service Field Rep. I)

Customer Service Representative

Customer Service Associate

Customer Success Specialist

Associate Service Professional

Customer Care Specialist

Veterinary Client Service Representative - Part-Time

Customer Support - Customer Support Associate

Customer Service Agent

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