Top 191 Senior client representative 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
Director of Rehabilitation Senior Living
Reliant Rehabilitation —Chula Vista, CA
- $55 - $60 an hour
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Customer service
Employee Benefits Account Manager - Hybrid - San Diego, CA
Insurance Relief —San Diego, CA
- $80,000 - $115,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Microsoft Office
- Paid holidays
- Health insurance
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Customer Service Representative.
Fiesta Auto Insurance —San Diego, CA
- $80,000 - $125,000 a year
- 8 hour shift
- Spanish
- Office
- High school diploma or GED
- Paid training
- Paid holidays
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Senior Property Manager - 3+ Year Residential Property Management Experience Required
GoldenWest Management, Inc —San Diego, CA
- $8,000 - $9,000 a month
- Full-time
- Customer service
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
Participant Experience Specialist
St. Paul's Senior Services —San Diego, CA
- $23.00 - $32.64 an hour
- Full-time
- Pass drug screening
- High school diploma or GED
- Bachelor's degree
- 403(b) matching
- Health insurance
Quick Apply
Senior Provider Relations Representative
Optum —San Diego, CA
- $72,800 - $130,000 a year
- Full-time
- 5 years
- Computer literacy
- Pass drug screening
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Concierge Registered Nurse, Private Duty
Cheer Home Care —La Jolla, CA
- $45 - $80 an hour
- 12 hour shift
- Surgery
- RN License
- Adults
- Health insurance
- Dental insurance
Quick Apply
14d
Senior Client Services Representative
Cetera Financial Group —San Diego, CA
- $25.00 - $32.20 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- 3 years
- Paid parental leave
- Paid holidays
7d
Asst Dir of Admissions,Transfer Application Review
UC San Diego —San Diego, CA
- $37.93 - $68.68 an hour
- Weekends as needed
- Hybrid work
- Background check
- 18 years or older
- High school
12d
CA Telephonic Case Manager II
CorVel Corporation —San Diego, CA
- $32.18 - $48.68 an hour
- Part-time
- Remote
- Nursing
- RN License
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Operations Manager
Transdev —San Diego, CA
- $109,000 - $123,000 a year
- Weekends as needed
- Background check
- Engineering
- Pass drug screening
- Disability insurance
- Health insurance
National Accounts Specialist
TriMark USA —San Diego, CA
- $62,000 - $77,000 a year
- Email
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Strategic Accounts Manager - Urology
Medline Industries —San Diego, CA
- $101,000 - $152,000 a year
- Full-time
- Research
- High school diploma or GED
- Presentation skills
- Health insurance
- 401(k)
Senior Human Resources Generalist
California Western School of Law —San Diego, CA
- $72,000 - $90,000 a year
- Full-time
- Microsoft Outlook
- Computer literacy
- Office
- Free parking
- AD&D insurance
Quick Apply
Senior Food Program Coordinator
Jacobs & Cushman San Diego Food Bank —San Diego, CA
- $26 - $28 an hour
- Overtime
- Background check
- Spanish
- Microsoft Outlook
- 403(b) matching
- Health insurance
Quick Apply
10d
Executive Assistant
California Western School of Law —San Diego, CA
- $75,000 - $80,000 a year
- Full-time
- School experience
- Microsoft Excel
- Microsoft Outlook
- Free parking
- AD&D insurance
Quick Apply
Chief Program Officer
SAN DIEGO WORKFORCE PARTNERSHIP INC —San Diego, CA
- $220,737 - $404,892 a year
- Full-time
- PMP
- Master's degree
- Mentoring
- Paid time off
Quick Apply
7d
Senior Director, Property Management
Lincoln Property Company —San Diego, CA
- $175,000 - $200,000 a year
- Background check
- Bachelor of Science
- Real Estate License
- Health insurance
- Dental insurance
Quick Apply
Senior Environmental Project Manager (PE/PG)
INYA Inc. —San Diego, CA
- $140,000 - $190,000 a year
- Full-time
- Hybrid work
- Engineering
- Pass drug screening
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
12d

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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

senior client representative jobs in san diego, ca

Insurance Senior Client Service Representative - Property & Casualty

Director of Rehabilitation Senior Living

Employee Benefits Account Manager - Hybrid - San Diego, CA

Customer Service Representative.

Senior Property Manager - 3+ Year Residential Property Management Experience Required

Participant Experience Specialist

Senior Provider Relations Representative

Concierge Registered Nurse, Private Duty

Senior Client Services Representative

Asst Dir of Admissions,Transfer Application Review

CA Telephonic Case Manager II

Operations Manager

National Accounts Specialist

Strategic Accounts Manager - Urology

Senior Human Resources Generalist

Senior Food Program Coordinator

Executive Assistant

Chief Program Officer

Senior Director, Property Management

Senior Environmental Project Manager (PE/PG)

I want to receive the latest job alert for senior client representative in san diego, ca

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