Top 2907 Client services manager Jobs in San Diego, 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
Reconstruction Project Manager
Confidential —Spring Valley, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Clean driving record
- Mid-level
- Profit sharing
- Fuel card
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1d
Property Manager
Unire Real Estate Group —San Diego, CA
- $80,000 - $85,000 a year
- Bachelor of Science
- Mid-level
- Office
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13d
Project Manager in San Diego
cGMPnow —San Diego County, CA
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Construction site
- Customer service
- Profit sharing
- Paid training
10d
Aircraft Sales Assistant
Coast Aviation Services, LLC. —San Diego, CA
- $25 - $40 an hour
- Full-time
- Google Workspace
- Sales
- Marketing
- Paid holidays
- Health insurance
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13d
Commercial Senior Client Manager
Insurance Placement Solutions —San Diego, CA
- $115,000 - $145,000 a year
- Urgently hiring
- Remote
- 5 years
- Project management
- Mentoring
- Health insurance
- Dental insurance
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Regional Manager (Contract Role)
Asset Living Corporate Team —San Diego, CA
- Full-time
- High school diploma or GED
- Bachelor's degree
- Travel
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7h
Career Services Manager
California Miramar University —San Diego, CA
- $65,000 - $78,000 a year
- Full-time
- 5 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
2d
Client Director - Strategic Tech
ServiceNow —San Diego, CA
- $156,780 - $258,660 a year
- Online Application
- Remote
- Up to 50% travel
- Residential
- Travel
- Employee stock purchase plan
- Health insurance
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Client Manager - Retirement Services
Marsh —San Diego, CA
- $64,700 - $120,400 a year
- Extended hours
- Hybrid work
- Microsoft Word
- Mid-level
- Office
- Health insurance
- 401(k)
Client Relationship Specialist - San Diego, CA
Charles Schwab —San Diego, CA
- $26.92 - $44.38 an hour
- Office
- 1 year
- Communication skills
- Paid parental leave
- Employee stock purchase plan
3d
Client Manager - Security Services
Allied Universal —San Diego, CA
- $75,000 - $85,000 a year
- Full-time
- Military
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
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Manager, Client Relationship Support - La Jolla, CA
Charles Schwab —San Diego, CA
- $40.10 - $72.16 an hour
- Office
- Supervising experience
- Mentoring
- Paid parental leave
- Employee stock purchase plan
7d
Supervisor Customer Care - SHP Customer Service - Tech Way - Day Shift - Full Time
Sharp HealthCare —San Diego, CA
- $34.17 - $49.37 an hour
- 8 hour shift
- Bilingual
- Word processing
- Writing skills
9d
Partner Discovery Client Success Manager
SaaSMAX —San Diego, CA
- Mid-level
- Continuous improvement
- Product management
Manager, Client Development, Westfield UTC, San Diego
Chanel —San Diego, CA
- $87,500 - $130,000 a year
- Weekends as needed
- 5 years
- Bachelor's degree
- Continuous improvement
- Health savings account
- AD&D insurance
Client Success Manager
Wonderist Agency —San Diego, CA
- Email
- Hybrid work
- Mid-level
- Analysis skills
- Quality control
- 401(k)
- Work from home
Enterprise Customer Success Manager
CARET —San Diego, CA
- $90,000 - $100,000 a year
- Remote
- Presentation skills
- Senior level
- Leadership
- Health savings account
- Dental insurance
Sr. Manager, Customer Support Payments
Practicetek —San Diego, CA
- $100,000 - $120,000 a year
- Full-time
- Remote
- 5 years
- Office
- Senior level
- Paid holidays
- Health insurance
Senior Manager Client Services
San Diego Wellness Collaborati —San Diego, CA
- $85,000 - $100,000 a year
- Email
- Spanish
- 5 years
- English
- Dental insurance
- Vision 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

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 services manager jobs in san diego, ca

Insurance Senior Client Service Representative - Property & Casualty

Reconstruction Project Manager

Property Manager

Project Manager in San Diego

Aircraft Sales Assistant

Commercial Senior Client Manager

Regional Manager (Contract Role)

Career Services Manager

Client Director - Strategic Tech

Client Manager - Retirement Services

Client Relationship Specialist - San Diego, CA

Client Manager - Security Services

Manager, Client Relationship Support - La Jolla, CA

Supervisor Customer Care - SHP Customer Service - Tech Way - Day Shift - Full Time

Partner Discovery Client Success Manager

Manager, Client Development, Westfield UTC, San Diego

Client Success Manager

Enterprise Customer Success Manager

Sr. Manager, Customer Support Payments

Senior Manager Client Services

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